{"id":328143,"url":"https://alion.io/job/total-expert-associate-customer-success-manager","title":"Associate Customer Success Manager","company":{"id":4890,"name":"Total Expert","domain":"totalexpert.com","url":"https://alion.io/company/total-expert","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":65000,"max":75000,"currency":"USD","period":"year","gross":null,"usd_annual":75000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":true,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-09-01T13:54:00Z","employer_posted_date":"2026-09-01","last_verified_at":"2026-11-09T02:58:15Z","board_verified":true,"closed_at":null,"days_open":68,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":68},"description":"Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.\nThe Associate Customer Success Manager is responsible for managing a portfolio of Tier 4 customers, with a focus on driving adoption, engagement, satisfaction, retention, and growth. This role helps customers maximize the value of the Total Expert platform by understanding their goals, building strong relationships, and guiding them toward successful outcomes.\nThe Associate Customer Success Manager proactively manages customer health, leads ongoing customer conversations, identifies risks and growth opportunities, and partners cross-functionally to move customer needs and priorities forward. Success in this role requires strong curiosity and technical aptitude, with the ability to quickly learn a complex SaaS platform, continuously build product expertise, and confidently translate that knowledge into meaningful guidance and recommendations for customers.\nThis role is ideal for someone looking to build a career in Customer Success and develop the customer-facing, technical, industry, and account management skills needed to take on larger and more strategic customer relationships over time.\nFor candidates based in the Dallas, TX or Minneapolis, MN area, the position follows a hybrid schedule with 3 on-site days per week. This position would be remote for qualifying candidates residing outside of those areas.\nWhat You’ll Be Doing\nOwn a defined portfolio of Tier 4 customers and serve as the primary point of contact\nBuild strong customer relationships by developing an understanding of each customer's business objectives, priorities, challenges, and desired outcomes.\nLead recurring customer touchpoints, strategic conversations, success planning, and business reviews.\nMaintain accurate and timely customer documentation, success plans, risks, action items, and account activity within the Customer Success platform.\nMonitor customer health, product usage, engagement, sentiment, and other account signals to proactively identify risks and opportunities.\nDevelop and execute action plans to address customer risk, improve engagement, and drive stronger adoption and outcomes.\nDrive product adoption through proactive outreach, education, training, best-practice guidance, and recommendations aligned to customer goals.\nPrepare for and deliver customer business reviews using relevant account data, insights, and recommendations.\nOwn renewal conversations and execute retention strategies across your portfolio, escalating risks early and engaging the appropriate internal partners when needed.\nIdentify opportunities for account growth and expansion based on customer needs, business objectives, and product fit.\nPartner closely with Sales to support expansion opportunities and ensure alignment on account strategy.\nCollaborate cross-functionally with Support, Product, Implementation, Professional Services, and other internal teams to resolve customer challenges and advocate for customer needs.\nDemonstrate urgency and strong follow-through on customer commitments, risks, escalations, and internal action items.\nProactively communicate with customers rather than waiting for issues or requests to arise.\nContinuously develop knowledge of the Total Expert platform, mortgage and financial services industry, and Customer Success best practices.\nWhat We’re Looking For\n1-2 years of client-facing experience (Customer Success, Account Coordinator, Support, etc.)\nInterest in developing a long-term career in Customer Success and growing into ownership of larger and more strategic customer relationships.\nMortgage, banking, financial services, or fintech experience preferred.\nStrong communication skills with the ability to confidently lead customer conversations and build relationships with a variety of stakeholders.\nA customer-first mindset with a genuine interest in understanding customer goals and helping customers achieve meaningful outcomes.\nA proactive approach to account management with the ability to anticipate customer needs, identify risks, and take action without waiting for direction.\nStrong sense of urgency, ownership, accountability, and follow-through.\nExcellent organizational and time-management skills with the ability to manage multiple customers, priorities, and deadlines simultaneously.\nAbility to prepare thoroughly for customer meetings and translate account data and activity into meaningful insights and recommendations.\nStrong technical aptitude and curiosity, with the ability to independently seek out answers, troubleshoot challenges, and continuously build platform expertise.\nCompensation/Benefits: The anticipated base salary range for this role is $65,000 - $75,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. The role is also eligible for variable compensation. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match.\nApplicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.","description_format":"text","description_chars":5708,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Growth opportunities","Life insurance","Parental leave"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["CRM Software","Marketing Automation","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-05T17:08:15Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 2","filings_12m":2,"filings_prev_12m":0,"green_card_filings_12m":0,"median_offered_wage_usd":112500,"route":null,"cap_exempt":false,"checked_at":"2026-11-08T10:45:15+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":22,"band":"cold","label":"Long shot","p_open":1,"p_active":0.602,"p_room":0.36,"age_days":68,"expected_fill_days":41,"reasons":["conf:3","win:tail","crowd:junior"],"computed_at":"2026-11-09T06:03:00Z"},"pay":{"stated_usd_annual":75000,"is_top_pay":true},"html_url":"https://alion.io/job/total-expert-associate-customer-success-manager","json_url":"https://alion.io/job/total-expert-associate-customer-success-manager.json","meta":{"generated_at":"2026-11-09T07:12:32Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":4152,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-10T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4890},"rest":"https://alion.io/mcp/rest/get_company?id=4890"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftotal-expert-associate-customer-success-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftotal-expert-associate-customer-success-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftotal-expert-associate-customer-success-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/total-expert-associate-customer-success-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftotal-expert-associate-customer-success-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":328143}},{"tool":"search_jobs","arguments":{"company":"totalexpert.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":328143},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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