Associate Customer Success Manager jobs in United States
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Total Expert · 10 hours ago

Associate Customer Success Manager

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
money$60K/yr - $75K/yr
date1+ years exp

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.

Financial ServicesFinTechMarketing AutomationReal EstateSaaSSoftware
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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

Qualification

Mortgage industry experienceClient-facing experienceCommunication skillsOrganizational skillsDesire to learnEnthusiasm for technologyTeam collaboration

Required

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

Preferred

Mortgage industry experience preferred

Benefits

Medical
Dental
Vision
HSA (Health Savings Account)
FSA (Flexible Spending Accounts)
Company paid Life Insurance
Short-Term Disability
Long-Term Disability
Flexible Time-Off (FTO)
Paid Parental Leave
401(k) with employer match

Company

Total Expert

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Total Expert is a SaaS company that develops enterprise-grade marketing operating system (MOS) built for financial services organizations.
dateFounded in 2012
location
Saint Louis Park, Minnesota, USA
people-size201-500 employees
web-link
http://totalexpert.com

Funding

Current Stage
Growth Stage
Total Funding
$86M
Key Investors
GeorgianEmergence Capital
2019-10-24Series C· $52M
2018-10-11Series B· $20M
2016-04-12Series A· $14M

Leadership Team

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Joe Welu
CEO and Founder
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Josh Jabs
Chief Technology Officer (CTO/CPO)
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Recent News

PR Newswire
Homebot Partners with Fortune 500 Lender Mutual of Omaha Mortgage to Transform Client Engagement Beyond the Closing Table
2025-10-07
citybiz
Brinqa Appoints Heather Rubash as Chief Marketing Officer
2025-09-19
HousingWire.com
Truv hires Chris Calcasola as head of lending
2025-07-02
Company data provided by crunchbase