Customer Success Manager (Mortgage)

Argyle; United States; Remote; USD 100,000 - 120,000; Full time

Job summary

Join a dynamic and innovative team at a remote-first startup that is reshaping the consumer finance landscape. As a key member of the Customer Success team, you will engage with strategic customers, ensuring they derive maximum value from our cutting-edge income data platform. Your role will involve onboarding clients, analyzing data, and collaborating with the product team to enhance customer experience. This is an exciting opportunity to contribute to a mission-driven company focused on empowering consumers and improving financial access. If you thrive in a fast-paced environment and are passionate about building lasting client relationships, we want to hear from you!

Benefits

Health Insurance (US residents only)

Stock Options

Flexible vacation leave

$1000 home office setup allowance

MacBook

Qualifications

• 3+ years in a customer-facing, solution-oriented role.
• Experience in the mortgage industry is a plus.

Responsibilities

• Own the customer lifecycle, from onboarding to renewals.
• Monitor KPIs and customer health to reduce churn risk.

Skills

Customer Relationship Management

Data Analysis

Technical Acumen

Problem Solving

Communication Skills

Education

Bachelor's Degree

Tools

API

Job description

Argyle is a fast-growing, remote-first Series C startup solving a systemic data problem.

Underneath the consumer finance industry’s decisions and processes is static, analog documentation—things like credit reports and paystubs—designed decades ago for a world that no longer exists. Meanwhile, credit bureaus buy, move, store, and sell consumers’ data without their knowledge or consent.

The result? A labyrinth of manual workflows and shortsighted underwriting models that obstruct financial access, compound operational costs, and impede innovation.

The solution is Argyle. We’re a real-time income data platform that lets our end-users instantly connect their employment records to apps and websites, so they can access and qualify for the financial resources they need to get ahead. Providers benefit from streamlined workflows and enhanced visibility that reduce costs and risk across the user journey.

Our mission is to give consumers the means to exercise ownership over their income, employment, and identity data in order to create a more equal, efficient, and effective financial system for everybody.

If you’re looking to join a fun and ambitious group of people working remotely across dozens of countries, apply today.

About the team

The Customer Success team at Argyle combines product and industry knowledge with relationship-building skills to help our customers achieve the most from the Argyle product. We believe there is incredible value in harnessing payroll information, and we help implement and support solutions for our clients to leverage that data.

What will you do?

You will be the primary point of contact for our most strategic customers and will work with them through all process stages, including integration, scaling, product expansion, and account management. You will be responsible for analyzing customer data and working directly with our product team to enhance future value. You will also be tasked with building the materials and processes to enable a repeatable customer success model.

• Own the customer lifecycle by onboarding new clients, driving adoption, tracking renewals, and working closely with the sales team on upsells and cross-sells
• Manage and nurture multiple customer relationships , including proactively and confidently engaging with key contacts to convey the value of our product
• Monitor KPIs and customer health to reduce churn risk, promote retention, and improve the overall customer experience
• Troubleshoot and provide insights on how to use the various features of our API while working closely with the support team as a point of escalation for complex issues
• Build the systems and processes necessary to create a scalable customer success department

What are we looking for

• 3+ years of experience in a customer-facing, solution-oriented role
• Experience in the mortgage industry
• Ability to develop strong, loyal, and long-lasting client relationships
• Strong technical acumen coupled with the desire to learn the ins and outs of Argyle's API
• Exceptional ability to prioritize tasks and work independently
• Excitement to perform and deliver in a high-growth environment and strive for continuous improvement

Why Argyle?

• Remote first company
• International environment
• Health Insurance (US residents only)
• Stock Options
• Flexible vacation leave
• $1000 after a month of employment to set up your home office.
• MacBook

Argyle embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We believe the more inclusive we are, the better our company will be.

The pay range for this role is:

100,000 - 120,000 USD per year (Remote (United States))