Account Manager

4 days ago


Philippines Right Fit Advisors Full time

Finance Success Manager The Finance Success Manager (FSM) serves as an Account Manager and the primary point of contact for customers using our Finance Broker product. The role is responsible for delivering a structured and engaging training and onboarding experience for mortgage broker clients, while also providing ongoing support and regular check‑ins to ensure customer success and product adoption. Responsibilities Onboard new customers by providing comprehensive training, ensuring contacts are loaded, and confirming they understand how to use the software. Maintain consistent and timely communication with customers throughout the setup process, including booking training sessions and following up with offices that miss deadlines. Manage the post‑go‑live process to ensure brokers are actively using their accounts. Conduct customer check‑ins every 3–4 months to gather feedback and address improvement opportunities. Provide support for ad‑hoc customer requests and elevate issues to the Head of Mortgage Channel when necessary. Proactively work to reduce false starts and minimize account cancellations. Essential Skills & Attributes Excellent communication and presentation skills. Strong training and onboarding ability. Confidence in both self and product. Effective problem‑solving and troubleshooting skills. Diligent follow‑up and organizational skills. Self‑starter with the ability to adapt and shift priorities. Desirable Skills & Attributes Bachelor’s degree (or higher) in Finance or a related field. Ability to identify and act on upselling opportunities with existing clients. Seniority Level Associate Employment Type Full‑time Job Function Project Management and Customer Service Industries Staffing and Recruiting Financial Services Strategic Management Services #J-18808-Ljbffr


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