customer support representative - wholesale
Title posted on Talent.com - Senior Customer Success Manager
Posted on May 23, 2026 by Employer details Mortgage Automator
Job details
<p> <strong>About Mortgage Automator </strong></p><p>Mortgage Automator is on a mission to revolutionize the lending industry by providing a comprehensive, end-to-end platform that eliminates the manual bottlenecks of private lending. Our innovative software empowers lenders to streamline their entire pipeline from origination and underwriting to automated servicing and investor reporting, so they can focus on scaling their business with confidence. </p><p>As one of the fastest-growing FinTech companies in North America, Mortgage Automator is customer-centric, ambitious, and deeply rooted in the lending community. We are building the "operating system" for private lenders, fostering a culture of ownership, high-speed execution, and decentralized decision-making. </p><p><strong>The Role </strong></p><p>We?re looking for a Senior Customer Success Manager to serve as a high-impact strategic partner to our most complex clients. In this role, you aren?t just managing a software subscription; you are transforming how private lenders operate. You will oversee a portfolio of high-value accounts, ensuring they transition from legacy manual processes to a fully optimized digital workflow. </p><p>As a Senior CSM, you are the bridge between a lender?s business objectives and our technical capabilities, driving long-term health, retention, and expansion. </p><p> <strong>Key Responsibilities </strong></p><ul><li>Own the post-onboarding lifecycle for a portfolio of premium private lenders. You will be responsible for Net Revenue Retention (NRR), conducting Executive Business Reviews (EBRs) that align our platform?s roadmap with the client?s multi-year growth targets. </li><li>Deeply analyze client operations to drive "stickiness." You will identify gaps in their usage of our Investor Portal, Automated Document Generation, and Servicing tools, consulting on how to reduce their Time-to-Fund and operational overhead. </li><li>Proactively identify opportunities for account growth. You will partner with Sales to navigate renewals and upsell premium features, ensuring Mortgage Automator scales alongside the client?s assets under management (AUM). </li><li>Act as the "Voice of the Customer" at the leadership level. You will synthesize market trends and client feedback into actionable insights for our Product and Engineering teams, influencing the future of mortgage technology. </li><li>Mentor junior team members and contribute to the development of "Success Playbooks" that standardize excellence across the CS department. </li></ul><p><strong>Requirements</strong></p><p><strong>The Experience You Bring </strong></p><p>To excel in this senior-level role, you must bring a sophisticated blend of financial acumen and consultative prowess: </p><ul><li>Lending & Finance Domain Expertise: You possess a deep understanding of the private lending lifecycle (origination, underwriting, draw management, and servicing). You can talk shop with lenders about interest reserves, loan-to-value (LTV) ratios, and investor distributions without skipping a beat. </li><li>Strategic Relationship Management: You have a proven track record of building "trusted advisor" relationships with C-Suite executives and Principals. You are comfortable navigating high-stakes conversations and managing the expectations of sophisticated financial stakeholders. </li><li>Analytical Mindset: You are data-driven. You can analyze usage metrics and financial KPIs to build a compelling narrative for the client, proving the ROI of our platform through hard evidence rather than anecdotes. </li><li>Executive Communication: You possess the "gravitas" to lead a room. Whether it's a technical deep-dive or a high-level strategic pitch, your communication is clear, concise, and tailored to your audience. </li><li>Problem-Solving Agility: You thrive in the "grey area." When a client has a unique lendin- Location Toronto, ON
- Work location On site
- Salary$80,000YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Talent.com #614175912088438203
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