Customer Success Manager, Mortgage

About the team

The Customer Success team at Argyle combines product and industry knowledge with relationship-building skills to help our customers achieve the most from the Argyle product. We believe there is incredible value in harnessing payroll and banking information, and we help implement and support solutions for our clients to leverage that data.

What You’ll Do

You will be the primary point of contact for our most strategic customers and will work with them through all process stages, including integration, scaling, product expansion, and account management. You will be responsible for analyzing customer data and working directly with our product team to enhance future value. You will also be tasked with building the materials and processes to enable a repeatable customer success model.

• Own the customer lifecycle by onboarding new clients, driving adoption, tracking renewals, and working closely with the sales team on upsells and cross-sells
• Manage and nurture multiple customer relationships, including proactively and confidently engaging with key contacts to convey the value of our product
• Monitor KPIs and customer health to reduce churn risk, promote retention, and improve the overall customer experience
• Troubleshoot and provide insights on how to use the various features of our API while working closely with the support team as a point of escalation for complex issues
• Operate within and continuously improve established systems and processes to deliver a consistent and scalable customer success experience

Who you are

• Requirements
• • 3+ years of experience in a customer-facing, solution-oriented role
  • Experience in the mortgage industry
  • Ability to develop strong, loyal, and long-lasting client relationships
  • Strong technical acumen coupled with the desire to learn the ins and outs of Argyle's API
  • Comfortable using AI tools in day-to-day work (e.g. drafting, research, workflow automation, synthesizing customer insights) and curious about how AI can improve how you work
  • Exceptional ability to prioritize tasks and work independently
  • Excitement to perform and deliver in a high-growth environment and strive for continuous improvement
• Nice to haves
• • Experience at a high-growth startup or scale-up
  • Experience with Point-of-Sale and Loan Origination Systems

Why Argyle?

At Argyle, you’ll be part of a remote-first, globally distributed team, with competitive pay and equity to match. You’ll work alongside smart, thoughtful, and ambitious teammates who genuinely care about delivering best-in-class service. We hold ourselves to a high standard, but keep egos out of it - everyone has real ownership and the flexibility to work in a way that suits them, including flexible time off. We’re intentional about building an inclusive team where different backgrounds and perspectives lead to better ideas and stronger collaboration. Sounds like a place you'd thrive? Apply today.