Total ExpertRemote
Associate Customer Success Manager
United States
Full-time
2 weeks ago
$60,000 - $75,000 USD
No H1B
Key skills
Mortgage industry experienceClient-facing experienceCommunication skillsOrganizational skillsDesire to learnEnthusiasm for technologyTeam collaborationCommunicationCustomer Success
About this role
Total Expert is a customer engagement platform trusted by financial enterprises. The Associate Customer Success Manager supports digital-led customers, focusing on customer relationship management, adoption, satisfaction, and retention efforts.
Responsibilities:
- Assist with day-to-day customer questions and support on platform basics
- Coordinate onboarding tasks and help customers navigate Total Expert tools
- Support CSMs with account health checks, renewals, and reporting preparation
- Help manage digital engagement programs for lower-tier accounts
- Track and document customer interactions and feedback in the Customer Success platform
- Identify simple upsell opportunities and route to senior team members
- Participate in customer training sessions and shadow QBRs
Requirements:
- 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
- Mortgage industry experience preferred