Client Success Manager

Plat.ai builds an AI-driven loan origination platform that powers home-improvement financing for banks and specialty lenders. The Client Success Manager will be responsible for ensuring client satisfaction, coordinating user-acceptance testing, and managing client requests to facilitate timely feature releases.

Responsibilities:

• Serve as the single point of contact through Slack, email, and scheduled calls
• Provide concise status updates and escalate blockers within one business day
• Log every new client request in the SUP Service Desk
• Tag urgency and business value, then clone or link the ticket to the LOS project when development is needed
• Confirm each request has business context and draft acceptance criteria before handing it to the Product Manager
• Plan and run user-acceptance test cycles
• Prepare demo environments and test data, walk clients through scripts, collect sign-off, and record issues for triage
• Draft client-specific release notes and a short demo video each sprint
• Gather feedback and channel it back to the Product Manager
• Keep client rate sheets, email templates, contact lists, and status dashboards current in Confluence