Customer Success Specialist jobs in United States
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Coviance · 7 hours ago

Customer Success Specialist

Coviance is a company that prioritizes customer experience and is seeking a Customer Success Specialist. In this role, you will support customers, collaborate across departments, and manage orders while delivering high-quality service.

FinTechLendingSoftware

Responsibilities

Be the go-to support for customers via chat, email, and phone — responsive, knowledgeable, and reliable
Investigate, troubleshoot, and resolve customer issues with confidence and urgency
Educate customers on Coviance products and services so they feel informed and empowered
Track orders, monitor vendor turnaround times, and keep workflows on schedule
Complete internal audits, second-level reviews, and quality checks to ensure accuracy
Build and maintain strong relationships with vendor partners
Provide proactive order updates so customers always know what’s happening
Upload and manage documents across Coviance and vendor platforms
Complete orders, pricing, and updates directly in the platform
Manage order cancellations and clearly communicate next steps to customers and vendors
Identify integration or system issues and partner with internal teams to drive solutions

Qualification

Title insurance experienceMortgage lending experienceClear communicationProblem-solving skillsAttention to detailData entry skillsAnalytical thinkingOrganizational skillsCollaboration skills

Required

Background in title insurance or mortgage lending (required)
Clear, confident communication — written and verbal
Strong math skills and exceptional attention to detail
Highly organized with the ability to manage multiple priorities at once
A self-starter who thrives working independently
Sharp problem-solving skills, especially under pressure
Analytical thinker with excellent judgment
Fast, accurate typing and data entry skills
A genuine passion for delivering standout customer experiences
Experience working in multiple systems at the same time
A forward-thinking mindset and comfort collaborating across teams

Company

Coviance

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Coviance is a technology-focused lending solution equipping credit unions and banks with innovative workflows and process automation.

Funding

Current Stage
Growth Stage
Total Funding
$24.32M
Key Investors
Ascentra Credit UnionNext Level Ventures
2025-11-24Debt Financing· $1M
2024-04-03Series Unknown· $2M
2021-03-23Series B· $10M

Leadership Team

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Omar Jordan
Founder / CEO
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Company data provided by crunchbase