Build and maintain strong relationships with leaders and professionals in the mortgage industry
Serve as a primary point of contact for clients, ensuring a high-quality customer experience throughout the lifecycle
Lead client trainings, platform walkthroughs, and online demonstrations to drive adoption and engagement
Understand client goals and align Zonda solutions to meet their business needs
Partner cross-functionally with internal teams to support client success and resolve issues effectively
Monitor customer activity, identify opportunities for growth, and proactively support client retention
Maintain accurate client records and engagement updates in CRM platforms such as Salesforce and Gainsight
Travel as needed to support client relationships, training, and business needs

3–5+ years of experience in customer success, account management, or another client-facing role
Bachelor’s degree preferred
Strong professional presence and exceptional organizational skills
Excellent communication skills with the ability to build rapport quickly with clients
Strong technical aptitude and CRM experience required; Salesforce and Gainsight experience preferred
Experience in or interest in the housing industry, particularly new home development, is a plus
A team-oriented mindset and strong commitment to customer success
Willingness to travel up to 25%

Comprehensive benefits package including Medical, Dental, and Vision
100% company-paid Life Insurance, Short-Term Disability, and Long-Term Disability
401(k) with company match
Paid vacation and company holidays
Employee Assistance Program (EAP)
Live meditation sessions
Employee recognition platform
Virtual wellness program

Customer Success Manager – Mortgage

Key skills