CapCenter · 21 hours ago
Client Success Manager
DC-Baltimore Area
Full-time
Onsite
Senior Level
5+ years expCapCenter is a modern mortgage, real estate, and insurance company committed to simplifying the home buying, selling, and financing journey. The Client Success Manager will serve as the client’s first trusted advisor, responsible for intaking, qualifying, managing, and nurturing early-stage purchase mortgage and real estate leads generated by the marketing team.
FinanceInsuranceReal Estate
Responsibilities
Lead Intake & Qualification: Serve as the first point of contact for new marketing-generated leads across purchase mortgage and homebuying services
Lead Management & Nurturing: Manage daily inflow of new leads and maintain timely, professional outreach cadence
Collaboration & Handoff Success: Partner closely with Loan Consultants and Agents to ensure clear, timely, and accurate handoffs
Client Satisfaction & Post-Close Engagement: Maintain a high-touch, relationship-focused approach even after handoff to ensure long-term loyalty
Qualification
Required
5+ years in customer success, client service, inside sales, or lead management roles
Proficiency with CRM systems and structured follow-up cadences
Comfort working in a metric-driven, fast-paced environment
Experience nurturing long-cycle or consultative sales leads
Preferred
Experience in mortgage, real estate, or financial services
Understanding of the mortgage purchase process, home search/selling timelines, and consumer behavior
Experience nurturing long-cycle or consultative sales leads
Passion for providing best-in-class client experience
Benefits
Annual bonus
Medical
Dental and life insurance benefits
401K
Paid vacation
Company
CapCenter
CapCenter offers mortgage, realty, and real estate services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
David Lee
Chief Technology Officer
Sean DiBlasi, CFA
Chief Financial Officer
Company data provided by crunchbase