Customer Success Manager - onboarding (remote)

Harborlight Nest Financial is a financial-services company in Houston. We are hiring a Customer Success Manager to take on onboarding. You would work closely with colleagues in operations, support and management. What you will do • Prepare simple reviews showing what the customer gets from us. • Check in regularly, listen for problems and fix them quickly. • Record feedback and help shape what we improve next. • Coordinate with support, billing and operations on vendor spend issues. • Look after a portfolio of customer accounts from setup through renewal. 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, Monday to Friday. • Remote-friendly, with quarterly visits in Houston. • We will tell you what to expect at each step of the hiring process.