Client Success Manager

Job Summary

A company is looking for a Client Success Manager, Distributed Retail.

Key Responsibilities:

• Support clients after closing by helping them navigate their financial journey in real estate and beyond
• Maintain and strengthen connections with past clients to encourage repeat and referral business
• Identify opportunities to help clients save money, grow wealth, or reach new milestones

Qualifications:

• Minimum of 2 years in mortgage or related real estate/finance role
• Client-first attitude with a passion for helping families make sound financial decisions
• Honest, caring, proactive, and eager to build lasting relationships