Note: The job is a remote job and is open to candidates in USA. Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. The Client Success Manager will focus on building lasting relationships with clients, guiding them through their financial journeys and ensuring they receive exceptional care and support.
Responsibilities
• Support clients after closing by staying connected and helping them navigate their financial journey in real estate and beyond
• Be a trusted advisor who listens, cares, and always keeps the client’s best interest first
• 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
• Work closely with mortgage advisors, branch leaders, and partners to ensure clients receive the highest level of care
• Share insights and opportunities that add value to the client experience
• Be honest, dependable, and nurturing in every interaction
• Model the NEO commitment to transparency, trust, and excellence
Skills
• Minimum of 2 years in mortgage or related real estate/finance role
• Strong communication, organization, and interpersonal skills
• Client-first attitude with a passion for helping families make sound financial decisions
• Honest, caring, proactive, and eager to build relationships that last
Benefits
• $0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution (*Additional Medical, dental, vision plan options also all with nationwide coverage)
• Flexible PTO
• Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up! First few visits at no cost to you!
• Personalized care for every fertility and family care journey for our employees and their partner!
• Dependent care benefits (i.e. childcare and/or elder care costs) and commuter benefits both include a company match!
• Discount programs and perks including pet Insurance!
Company Overview
• Founded in 2016, Better is a digital-first homeownership company whose services include mortgage, real estate, title, and homeowners insurance. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://better.com.
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