Customer Success Manager

Remote

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About RETR RETR is a mortgage market intelligence platform. Loan officers use us to find the real estate agents worth building relationships with, mortgage companies use us to recruit top producers, and lenders use us to decide who to lend their money through. More than 55% of the Top 100 mortgage lenders are customers. We were founded in 2022, we are bootstrapped and profitable, and we have never taken outside money.

We grew because loan officers told other loan officers about us. That word of mouth is the whole company in one sentence, and it is why customer outcomes are not a service function here. They are the growth engine. We are fully remote and we operate on a few principles: lead with value, do the right thing, be generous without keeping score .

We hire for honesty, integrity, fairness, accountability, and excellence, and we have very little appetite for process that does not earn its place.

The role This is one of the first Customer Success Managers at RETR, and you will own a book of our enterprise customers end to end: the relationships, the value they get, the renewal, and the growth. Our enterprise customers are held today by the founders, sales, support, and enablement, and they are held well. This role exists because the book has outgrown what any of them can carry alongside their own jobs.

You get a defined set of accounts and the time to go deep on them: exactly how each one is doing, what it needs next, and where it should be a year from now. You will report to our VP of Customer Advocacy and work alongside the account executives who own new business and large expansions, and the trainers who run onboarding and group sessions.

Four things. Everything else you do should move one of them. A plan for every customer. A short written plan for every account in your book: why they bought, who the people are, what they are trying to accomplish, how they actually use the product, where the risk is, and what happens next. New accounts get one within 30 days. Plans get refreshed before every review and every renewal.

The renewal. You own the path to renewal from the day the account joins your book, not from 30 days out. Risk gets named early, in writing, with a plan against it. Nothing should churn without someone having seen it coming. Expansion. Growth comes from value: new use cases, new features, new product lines, new teams and branches, and the seats that follow once people see what it is worth.

You run the smaller expansions yourself and bring in an account executive on the larger ones. Part of your pay is tied to this, and it should feel like the natural result of doing the rest of the job well. Advocates. Healthy customers become references, case studies, testimonials, referrals, and beta participants. In an industry this relationship-driven, a customer willing to vouch for us is worth more than most marketing we could buy.

Underneath those four, the work is: knowing how customers use RETR and helping them use it better, building relationships with executive sponsors and daily users alike, reading health from adoption and conversation rather than guessing, and bringing what you hear back into the company so the product and the experience get better.

It is not reactive account management, and it is not a job you win by holding a set number of calls a week. Calls matter, but what matters is what happens on them: the relationship built, the plan moved, the value shown, the joy created. It is not a support queue. We have a support team and they are good. You are not the escalation path for every ticket in your book.

Because we are still building the Customer Advocacy function, you won't be stepping…