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Customer Success Manager - escalation handling (remote)

Greenridge Vista Financial · Remote · full time

We are growing our team at Greenridge Vista Financial and adding a Customer Success Manager whose main responsibility will be escalation handling. Teams collaborate across risk, service and technology. What you will do • Record feedback and help shape what we improve next. • Coordinate with support, billing and operations on account servicing issues. • Prepare simple reviews showing what the customer gets from us. • Look after a portfolio of customer accounts from setup through renewal. • Check in regularly, listen for problems and fix them quickly. What we are looking for • Comfort with a CRM and simple reports. • Two or more years in customer success, account management or service. • Excellent communication and follow-through. Nice to have • Ability to explain technical topics simply. • Experience with loan applications. Working arrangement • Full-time, on a regular day shift. • Remote-friendly, with a monthly team day in San Diego. • We will tell you what to expect at each step of the hiring process.

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