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Senior Customer Success Manager - escalation handling (San Diego, CA)

Summit Haven Financial · San Diego, CA · part time

Summit Haven Financial serves customers across San Diego with accounts, loans and payments, and we need a Senior Customer Success Manager to lead our escalation handling. You would join a small organisation of about 198 people based in San Diego. What you will do • Record feedback and help shape what we improve next. • Prepare simple reviews showing what the customer gets from us. • 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. • Comfort with a CRM and simple reports. • Excellent communication and follow-through. Nice to have • Ability to explain technical topics simply. • Experience with regulatory reports. Working arrangement • Part-time, about 24 hours a week, with flexible days. • On site in San Diego, with some flexibility after the first few months. • We will tell you what to expect at each step of the hiring process.

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