Total Expert

Associate Customer Success Manager

Total Expert

full-time

Posted on:

Location Type: Remote

Location: Minnesota • United States

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Salary

💰 $60,000 - $75,000 per year

About the role

  • Own a defined portfolio of Tier 4 customers and serve as their primary point of contact.
  • Lead onboarding and ensure customers are successfully launched on the Total Expert platform.
  • Drive product adoption through proactive outreach, training, and best practice guidance.
  • Conduct account health reviews and develop action plans to improve engagement and outcomes.
  • Manage renewal conversations and support retention efforts across your portfolio.
  • Identify growth opportunities within accounts and execute expansion conversations when appropriate.
  • Monitor customer usage data and engagement trends to proactively address risks.
  • Document customer interactions, success plans, and outcomes in the Customer Success platform.
  • Partner cross-functionally with Support, Product, and Sales to advocate for customer needs.
  • Participate in customer business reviews and performance discussions as appropriate for account tier.

Requirements

  • Mortgage industry experience preferred.
  • Strong curiosity and desire to learn Customer Success.
  • 1–2 years of client-facing experience (support, account coordinator, or similar).
  • Excellent communication and organizational skills.
  • Enthusiasm for technology and financial services.
  • Ability to collaborate closely with a team and follow structured processes.
Benefits
  • Medical
  • Dental
  • Vision
  • HSA (Health Savings Account)
  • FSA (Flexible Spending Accounts)
  • company paid Life Insurance
  • Short-Term Disability
  • Long-Term Disability
  • Flexible Time-Off (FTO)
  • Paid Parental Leave
  • 401(k) with employer match
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
communication skillsorganizational skillscuriositydesire to learncollaborationproactive outreachcustomer engagementbest practice guidanceaccount managementcustomer advocacy