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Customer Success Manager - onboarding (remote)

Westbrook Bright Financial · Remote · full time

Westbrook Bright Financial is looking for a Customer Success Manager. The job centres on onboarding for loan applications, and it would suit someone who likes steady, practical work. You would join a small organisation of about 26 people, working mostly from home. What you will do • Prepare simple reviews showing what the customer gets from us. • Check in regularly, listen for problems and fix them quickly. • Coordinate with support, billing and operations on loan applications issues. • Look after a portfolio of customer accounts from setup through renewal. • Record feedback and help shape what we improve next. 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 customer onboarding. Working arrangement • Full-time, Monday to Friday. • Remote-friendly, with quarterly visits in Louisville. • We will tell you what to expect at each step of the hiring process.

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