Senior Customer Success Manager
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-07-09
Listing for:
Mortgage Automator
Full Time
position Listed on 2026-07-09
Job specializations:
-
Customer Service/HelpDesk
Customer Success Mgr./ CSM, Client Relationship Manager, CRM System
Job Description & How to Apply Below
Lead client success initiatives at Mortgage Automator as a Senior Customer Success Manager focused on enhancing digital operations. Drive innovation and improve experiences for high-value accounts in private lending.
In this senior leadership position, you will manage the post-onboarding lifecycle, ensuring that high-impact clients receive dedicated support. Transform client objectives into actionable solutions, build strong relationships, and contribute to substantial revenue retention and business growth. Coordinate with various stakeholders to align strategies for long-term success.
Key Responsibilities:
• Manage post-onboarding lifecycle for high-impact clients
• Identify operational gaps and propose effective solutions
• Collaborate with Sales on renewals and upselling premium features
• Transform client feedback into actionable insights
• Establish best practices for the Customer Success team
Requirements:
• 5+ years in Customer Success in Fin Tech
• Experience managing over $1M in client accounts
• Advanced proficiency in Salesforce or Hub Spot
• Strong understanding of mortgage regulations in North America
Elevate client experiences through strategic management and operational excellence at Mortgage Automator.
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Position Requirements
10+ Years
work experience
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