What are the responsibilities and job description for the VP of Client Success position at Newbold Advisors?
Job Title : Head of Client Success
Job Location : Remote (All remote work must be performed in the United States.)
Job Type. PERMANENT / DIRECT HIRE
Compensation : $155,000 - $200,000 with employee benefits package
General Job Description : We are seeking a strategic and results-driven Head of Client Success to lead and scale a business-critical function focused on the end-to-end implementation of mortgage products. This leader will drive seamless product adoption for mortgage originators while ensuring exceptional client outcomes.
Key Responsibilities will include Client Onboarding & Adoption, Mortgage Product Implementation, Technology & Systems Optimization, Client Training & Success, and Cross-Functional Collaboration.
Job Requirements :
10 years in mortgage product development, implementation, or client success roles within the mortgage industry a must.
Industry Expertise – Deep knowledge of non-agency and agency mortgage products, secondary market processes, and multi-buyer loan exchanges.
Technical Skills – Strong understanding of mortgage pricing and eligibility engines and loan origination systems.
Project Management – Proven ability to manage complex product rollouts and develop scalable onboarding strategies.
Communication & Leadership – Exceptional client engagement and leadership skills with a collaborative, results-oriented mindset.
This is a high-impact leadership role for a forward-thinking professional ready to drive innovation and client success in mortgage product implementation.
Newbold Advisors, LLC is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Salary : $155,000 - $200,000
