Analyst, Customer Success

Cvlending; San Francisco (CA); Sur place; USD 40 000 - 41 000; Plein temps

Avantages offerts par ce poste

19 days PTO annually

Health benefits (Health, Vision,Dental

Résumé du poste

Conventus Holdings Corporation is seeking an ethical, highly detail-oriented Analyst, Customer Success, to join the sales team and help move loans to closing while building lasting client relationships. The role emphasizes administrative support, client success, and lead generation in a fast-paced environment.

Responsibilities include pipeline progression, deal qualification, and supporting marketing efforts.

Qualifications

• Strong organizational and time management skills; able to meet deadlines.
• Experience in loan processing preferred.
• Background in real estate or mortgage industry a plus.
• Curiosity about financial products and willingness to contribute to sales strategy.

Responsabilités

• Monitor and progress deals through pipeline and processing stages.
• Foster client communications and support loans to closing.
• Maintain organized documentation of training, meetings, and sales materials.
• Assess and qualify incoming deals.
• Support customer retention and client satisfaction initiatives.
• Coordinate personalized communications and client appreciation.
• Use social media and market research to identify and engage prospects.
• Perform market research and review marketing collateral.

Connaissances

Organizational skills

Time management

Loan processing experience

Real estate/mortgage knowledge

Financial product curiosity

Excel advanced

Attention to detail

Communication skills

Interpersonal skills

Outils

Microsoft Office Suite

Excel

Description du poste

Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan market place. True to the Latin origin of the company’s name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.

Position Description

Full-Time, Hourly, Performance-Based Bonus

Salary Range:$29.00-$30.00 per hour

As a n A nalyst , Customer Success, you will be a key contributor to our sales team’s success. We are searching for an ethical and highly detail-oriented, organized professional with the desire to go the “extra mile” who shares our values and vision.

Responsibilities

Administrative Support

• Monitor and ensure timely progression of deals through the pipeline and processing stages.
• Facilitate client communications and support in advancing loans to closing, while fostering long-term client relationships.
• Maintain organized documentation of sales training, meeting summaries, client acquisition strategies, and sales and marketing practices.
• Assess and qualify incoming deals.

Client Success & Relationship Management

• Support initiatives focused on customer retention, client satisfaction, and referral generation.
• Coordinate and send personalized thank-you notes and client appreciation gifts.
• Administer client satisfaction surveys, evaluate feedback, and help implement improvements to optimize service quality and client experience.

Lead Generation & Marketing

• Utilize lead generation tools and social media platforms to identify, research, and engage prospective clients.
• Manage and execute social media campaigns to support brand visibility and engagement.
• Conduct outreach to build and nurture strategic partnerships within the real estate industry.
• Perform market research, including competitor analysis, product insights, and marketing collateral review.

General

• Perform additional duties and special projects as assigned to support team and company goals.

Qualifications/Skills

• Strong organizational and time management skills with the ability to prioritize effectively and meet deadlines.
• Previous experience in loan processing is highly preferred.
• Background in the real estate and/or mortgage industry is a plus.
• Demonstrated intellectual curiosity about financial products and a drive to contribute to sales strategy optimization.
• Proficient in Microsoft Office Suite, with advanced Excel skills (e.g., pivot tables, complex formulas, linking workbooks).
• Excellent attention to detail and active listening skills.
• Strong interpersonal skills with clear and professional written and verbal communication abilities.

Desired Characteristics

Mindset and Character

At CHC, we look for future employees who demonstrate and have the mindset and character of our following core values:

• Deliver Extraordinary Client Experience: Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.
• Take Responsibility: Be proactive, know what you are responsible for, act with integrity and follow through to the end.
• Respond with Urgency and Care: Balance speed with quality, ensuring that every response is both timely and impactful.
• Grow Together: Grow together through a culture of intellectual curiosity, collaboration and celebration.
• 19 days PTO annually
• Health Benefits (Health, Vision, Dental)