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Better · 16 hours ago

Client Success Manager, Distributed Retail

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Better is a company reimagining home finance to make it more accessible and affordable. They are seeking a Client Success Manager to build lasting relationships with clients, guiding them through their financial journeys and ensuring they receive exceptional service post-closing.

Consumer LendingFinTechLendingMortgagePropTechReal Estate

Responsibilities

Support clients after closing by staying connected and helping them navigate their financial journey in real estate and beyond

Be a trusted advisor who listens, cares, and always keeps the client’s best interest first

Maintain and strengthen connections with past clients to encourage repeat and referral business

Identify opportunities to help clients save money, grow wealth, or reach new milestones

Work closely with mortgage advisors, branch leaders, and partners to ensure clients receive the highest level of care

Share insights and opportunities that add value to the client experience

Be honest, dependable, and nurturing in every interaction

Model the NEO commitment to transparency, trust, and excellence

Qualification

Mortgage experienceReal estate knowledgeBilingual SpanishCommunicationClient-first attitudeHonestyCareInterpersonal skillsOrganizational skillsProactive relationship building

Required

Minimum of 2 years in mortgage or related real estate/finance role

Strong communication, organization, and interpersonal skills

Client-first attitude with a passion for helping families make sound financial decisions

Honest, caring, proactive, and eager to build relationships that last

Preferred

Bilingual proficiency in Spanish is highly preferred

Benefits

$0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution

Additional Medical, dental, vision plan options also all with nationwide coverage

Flexible PTO

Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up! First few visits at no cost to you!

Personalized care for every fertility and family care journey for our employees and their partner!

Dependent care benefits (i.e. childcare and/or elder care costs) and commuter benefits both include a company match!

Discount programs and perks including pet Insurance!

Company

Better

Glassdoor2.8

Better Home & Finance Holding Company (NASDAQ: BETR; BETRW) is the first AI-native mortgage and home equity finance platform, and first fintech to fund more than $100B in loan volume.

Founded in 2016

New York, New York, USA

1001-5000 employees