Success Manager

Position: Applicant Success Manager
Job Title:

Applicant Success Manager

Job Description

The Applicant Success Manager supports prospective partners throughout the application and onboarding journey, ensuring a smooth and positive experience from initial interest through activation as a delivery partner. This role focuses on warm outbound engagement, clear communication, and diligent follow-up to help applicants successfully complete each stage of the process while building strong, long-term relationships with small businesses in the community.

Responsibilities

+ Conduct warm outbound calls to prospective partners who have already expressed interest in the program, building rapport and fostering trust.

+ Manage, organize, and prioritize a high volume of leads to ensure timely follow-up, consistent engagement, and efficient progression through the funnel.

+ Send application materials and clearly explain requirements, timelines, and next steps to applicants.

+ Serve as the primary point of contact for applicants, promptly answering questions and providing clear, helpful guidance at every stage.

+ Assist applicants in navigating each step of the funnel, from initial inquiry through onboarding to becoming active delivery partners.

+ Request, collect, and track all necessary documentation required for vetting and onboarding, ensuring accuracy and completeness.

+ Collaborate closely with internal teams to confirm that applicants meet all program requirements and deadlines.

+ Use CRM tools and lead tracking systems to document interactions, update lead status, and maintain accurate records.

+ Support a customer-first experience by proactively identifying and resolving issues that could delay or prevent successful onboarding.

+ Contribute to building lasting partnerships with small businesses in the community by delivering consistent, high-quality service.

Essential Skills

+ At least 2+ years of experience in an Account Management, Sales Support, or Customer Success role.

+ Demonstrated experience in sales support, account management, customer service, customer support, or sales.

+ Proficiency using CRM tools and lead tracking systems to manage and document applicant or customer interactions.

+ Strong communication skills, including the ability to explain processes clearly and answer questions with patience and professionalism.

+ Excellent interpersonal skills with a customer-first mindset and a commitment to delivering a positive applicant experience.

+ Strong organizational skills and attention to detail, with the ability to track documentation and deadlines accurately.

+ Proven ability to manage multiple leads, tasks, and priorities simultaneously in a fast-paced environment.

+ Experience supporting onboarding processes for customers, partners, or clients.

Additional

Skills & Qualifications

+ Prior experience in a dedicated customer success, account management, or onboarding role is a plus.

+ Comfort working in a sales-oriented environment that includes outbound engagement and lead follow-up.

+ Familiarity with Salesforce or similar CRM platforms.

+ Ability to build and maintain long-term relationships with small business partners.

+ Self-motivated, proactive approach to problem solving and process improvement.

+ Comfortable collaborating with cross-functional internal teams to support applicant success.

+ Interest in roles that may grow into outbound sales responsibilities with commission potential.

Work Environment

This is a hybrid role structured around four 10-hour workdays each week, providing a concentrated schedule with three consecutive days off. Shifts are either Sunday through Wednesday or Wednesday through Saturday, with two primary schedules available: a first shift from 7:00 a.m. to 5:30 p.m. CST and a second shift from 11:00 a.m. to 9:30 p.m. CST. The position operates in a professional, technology-enabled environment where CRM systems such as Salesforce and other lead tracking tools are used extensively to manage applicant interactions and documentation.

The role involves regular collaboration with internal teams and ongoing phone and digital communication with small business partners, supporting a culture focused on customer success,…