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Customer Success Manager - onboarding (remote)

Westbrook Field Financial · Remote · part time

We are growing our team at Westbrook Field Financial and adding a Customer Success Manager whose main responsibility will be onboarding. Trust is the product, so accuracy and clarity matter. What you will do • Prepare simple reviews showing what the customer gets from us. • Record feedback and help shape what we improve next. • Coordinate with support, billing and operations on loan applications issues. • Check in regularly, listen for problems and fix them quickly. • Look after a portfolio of customer accounts from setup through renewal. What we are looking for • Two or more years in customer success, account management or service. • Excellent communication and follow-through. • Comfort with a CRM and simple reports. Nice to have • Ability to explain technical topics simply. • Experience with account servicing. Working arrangement • Part-time, about 24 hours a week, mornings. • Remote-friendly, with an occasional day on site in Cincinnati. • Applications are reviewed on a rolling basis.

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