What are the responsibilities and job description for the Client Success Manager position at AustinPeopleWorks?
Are you a dynamic relationship builder who thrives on delivering exceptional client experiences? Do you have a passion for driving success in the mortgage and banking industry while strategically growing key partnerships? If you’re energized by a fast-paced environment where client satisfaction meets business growth and development, this is your opportunity to make a lasting impact!
Why Join Us?
For nearly 50 years, our client has been the trusted partner for mortgage lenders, delivering timely, accurate, and compliant closing documents for over 5 million residential loan transactions. Their industry expertise and client-first approach have made them a leader in the mortgage law and banking space. Now, they’re looking for a Client Success Manager to build and maintain strong relationships, ensuring an unparalleled client experience at every stage.
What You’ll Do:
Why Join Us?
For nearly 50 years, our client has been the trusted partner for mortgage lenders, delivering timely, accurate, and compliant closing documents for over 5 million residential loan transactions. Their industry expertise and client-first approach have made them a leader in the mortgage law and banking space. Now, they’re looking for a Client Success Manager to build and maintain strong relationships, ensuring an unparalleled client experience at every stage.
What You’ll Do:
- Own the Client Experience – Serve as the primary point of contact, ensuring seamless communication, satisfaction, and long-term success.
- Lead Client Onboarding – Guide new clients through the setup process, facilitate onboarding calls, and provide ongoing support to ensure a smooth transition.
- Strengthen Client Relationships – Proactively conduct regular check-ins, resolve concerns, and maintain clear communication to enhance service and retention.
- Drive Strategic Growth – Leverage data insights to identify opportunities for expansion, ensure clients are maximizing their engagement, and support business development efforts.
- Oversee Client Communications – Manage distribution of client memos, industry updates, and firm-led podcasts, ensuring clients stay informed and engaged.
- Represent the Brand – Oversee industry sponsorships, memberships, and event participation, ensuring a strong presence in the mortgage and banking community.
- Enhance Firm Visibility – Coordinate event materials, sponsorships, and trade show logistics to maintain a professional and impactful company presence.
What We’re Looking For:
- 2 years of experience in client success, business development, account management, or relationship management within mortgage, banking, or financial services industries.
- Exceptional communication skills – You know how to build trust, strengthen partnerships, and provide high-touch service to clients.
- Highly organized & detail-oriented – You can juggle multiple priorities, meet deadlines, and thrive in a fast-paced environment.
- Tech-savvy – Experience with Salesforce or similar CRM tools to track interactions, manage client data, and create reporting insights.
- Proactive problem solver – You anticipate client needs and offer solutions before issues arise.
- Industry knowledge – Understanding of industry associations, sponsorships, and events to help maintain strong client engagement.
Why You’ll Love It Here:
- A supportive team environment where your contributions are valued, and your ideas are heard.
- Opportunities for growth and advancement in a thriving industry – we're invested in your success.
- A competitive benefits package including PTO, medical, dental and vision insurance, 401k and more – because we believe in taking care of our own.
Ready to make an impact?
If you're a client-focused, results-driven professional who thrives in the mortgage and banking industry, we want to hear from you! Apply now and let’s build something great together!
Who is AustinPeopleWorks?
AustinPeopleWorks provides interim and outsourced HR & Recruiting services serving companies by leveraging and building their people infrastructure.
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