Take charge as the Lifecycle Manager for Customer Success at Purelend in Calgary, AB, focusing on nurturing broker relationships and ensuring they leverage our groundbreaking FinTech platform effectively. Spearhead customer engagement initiatives that drive success and retention.
In this role, you will need 2-4 years of experience in customer success or account management, especially in a SaaS environment. You'll be accountable for monitoring the health of more than 100 accounts through analytics and proactive outreach. Your direct communication with clients will help facilitate effective onboarding and consistent utilization of the platform.
Key Responsibilities:
- Facilitate onboarding sessions ensuring new brokers are engaged
- Analyze dashboard data for account health monitoring
- Champion feature adoption among brokers
- Drive team user onboarding within client accounts
- Relay customer feedback to improve product offerings
Requirements:
- 2-4 years of relevant experience in customer success
- Proficient in using data for decision making
- Strong phone communication skills for direct outreach
- Proficiency in creating organized processes and interventions
- Previous exposure to the mortgage industry is a plus
Enhance customer satisfaction and retention with your strategic approach at Purelend.
Lifecycle Manager for Customer Success in Calgary employer: Purelend Technologies Inc.
At Purelend, we pride ourselves on being an innovative employer that values autonomy and growth. Our collaborative work culture fosters creativity and encourages employees to take ownership of their projects, particularly in the dynamic field of banking technology. Located in Calgary, AB, we offer competitive compensation and a unique opportunity to shape the future of mortgage lending while working closely with clients to deliver impactful solutions.
Contact Details:
Purelend Technologies Inc. Recruitment Team
