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Senior Customer Success Manager - onboarding (remote)

Clearpath Rook Financial · Remote · part time

Clearpath Rook Financial serves customers across Rochester with accounts, loans and payments. We are hiring a Senior Customer Success Manager to take on onboarding. You would work closely with colleagues in operations, support and management. What you will do • Coordinate with support, billing and operations on payment disputes issues. • Record feedback and help shape what we improve next. • Look after a portfolio of customer accounts from setup through renewal. • Prepare simple reviews showing what the customer gets from us. • Check in regularly, listen for problems and fix them quickly. 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 • Experience with loan applications. • Ability to explain technical topics simply. Working arrangement • Part-time, about 20 hours a week, with flexible days. • Fully remote, with a monthly team day in Rochester. • We will tell you what to expect at each step of the hiring process.

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