Customer Success Manager

Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.   

The Customer Success Manager (CSM) plays a vital role in building strong, strategic partnerships between Total Expert and our mid-market customers. CSMs are trusted advisors who help customers realize maximum value and ROI from the Total Expert platform. By combining industry expertise, product knowledge, and a deep understanding of customer challenges, CSMs guide organizations toward achieving their business objectives and accelerating revenue growth. The work you do empowers tens of thousands of financial services leaders to help their customers make confident, life-shaping financial decisions. 

For candidates based in the Dallas, TX or Minneapolis, MN area, the position follows a hybrid schedule with 3 on-site days per week. This position would be remote for qualifying candidates residing outside of those areas.  

What you’ll be doing: 

• Champion Customer Success: Promote and communicate the full value of Total Expert’s products and services to help customers achieve measurable results. 

• Understand the Ecosystem: Gain deep knowledge of each customer’s tech stack, system integrations, and dependencies to optimize their use of Total Expert. 

• Be a Trusted Advisor: Build and maintain long-term relationships by recommending workflows, best practices, and strategic guidance tailored to each customer’s goals. 

• Drive Retention and Growth: Lead contract renewals and identify upsell or cross-sell opportunities within your portfolio of accounts. 

• Ensure Customer Satisfaction: Monitor sentiment and engagement to proactively drive retention and reduce risk. 

• Measure Success: Track and report progress toward the customer’s definition of success, demonstrating clear business value over time. 

• Develop Executive Relationships: Engage with stakeholders across all levels—including executives—to understand key objectives, challenges, and performance indicators. 

• Conduct Business Reviews: Lead regular strategic and operational reviews to assess outcomes, alignment, and next steps. 

• Optimize Processes: Partner with customers to improve efficiencies, streamline workflows, and maximize platform productivity. 

• Increase Adoption and Engagement: Drive active usage, deliver training, and promote adoption of new features and functionality.