This is a senior, client-facing role for someone who has owned customer relationships and knows how to balance service, accountability, and execution.
You’ll be a key operator in the business — not just support. You’ll play a key role in scaling client success and reducing day-to-day founder involvement
What you’ll do
• Lead onboarding and strategy calls for higher-value clients
• Own client satisfaction, retention, and escalations
• Manage complex workflows and edge cases
• Improve internal processes and playbooks
• Support and mentor junior team members as needed
In your application, include the word “ownership” somewhere in your response.
What we’re looking for
• Proven client success or account management experience
• Comfortable leading conversations and making decisions
• Strong technical aptitude
• Able to work independently in a fast-moving SaaS
• Strong judgment — able to resolve issues without escalation
Mortgage, CRM, or SaaS experience strongly preferred.
Quick note: When applying, include a short sentence in your cover letter answering this question:
What stood out to you about this role?
Benefits & perks
• Fully remote
Full-time role with a call-driven schedule and ownership over day-to-day priorities
• 2 weeks of paid time off (PTO) per year, plus additional unpaid time off with approval
• High ownership, high trust environment
• Opportunity to grow into a leadership role as the company scales
This role requires comfort working independently in a remote environment with minimal hand-holding.
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
• Paid time off
Application Question(s):
• How do you balance being helpful to clients while still holding boundaries and protecting the business?
• Tell us about a time you owned a difficult client relationship. What went wrong, and what was the outcome?
Work Location: Remote
Apply Now
Apply Now