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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