Customer Success Analyst

Conventus; San Francisco (CA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Conventus Holdings Corporation in San Francisco is seeking an Analyst, Customer Success to join our sales team and help move deals through the pipeline while strengthening client relationships. This hybrid role emphasizes organization, proactive outreach, and data-driven improvements to service quality.

Experience in loan processing or real estate financing is a plus, and strong Excel skills are highly valued.

Qualifications

• Must be organized with strong time management and attention to detail.
• Experience with loan processing is highly preferred.
• Excellent written and verbal communication across teams.
• Familiarity with real estate financing is a plus.

Responsibilities

• Monitor and progress deals through pipeline and processing stages.
• Foster client relationships and support communications to closing.
• Maintain documentation of sales training, summaries, client acquisition strategies, and sales/marketing practices.
• Assess and qualify incoming deals.
• Support initiatives focused on customer retention and referral generation.
• Coordinate and send personalized thank-you notes and client appreciation gifts.
• Administer client satisfaction surveys and help implement improvements.

Skills

Strong organizational skills

Advanced Excel skills

Microsoft Office Suite

Attention to detail

Written and verbal communication

Interpersonal skills

Time management

Loan processing

Tools

Excel

Job description

Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $25 billion real estate bridge loan marketplace. 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

As an Analyst, 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.

LOCATION: SF, Hybrid

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.

DESIRED CHARACTERISTICS

• 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.

Mindset and Character

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.