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