Sagent · 4 days ago
Customer Success Manager
Sagent is a leading SaaS-based mortgage servicing and financial technology company dedicated to providing innovative solutions and exceptional customer experiences. They are currently seeking a qualified professional for the role of Staff Customer Success Manager, responsible for managing customer relationships, overseeing project management, and identifying sales opportunities.
EnergyFinanceFinancial Services
Responsibilities
Apply a theoretical knowledge base to strategically manage and achieve project goals through individual efforts
Maintain precise control over project schedules, risks, scope of work, and budgets, ensuring clarity for operational teams and subcontractors regarding customer requirements
Build and nurture strong customer relationships, providing day-to-day advice and support
Serve as a primary point of contact for customers, addressing inquiries, resolving issues, and ensuring overall satisfaction
Actively promote the organization's capabilities to customers, identifying potential sales opportunities
Forward identified sales opportunities to account managers and contribute to achieving contract extensions or additional business within assigned accounts
Manage contracts involving both short- and long-term service commitments
Handle contracts that vary significantly in value and strategic importance, ensuring compliance and customer satisfaction
Qualification
Required
Bachelor's degree in Business, Computer Science, or relevant discipline with 3 - 4 years of experience in a related field. Experience will be considered in lieu of a degree
Solid project management skills with a strategic mindset
Exceptional customer relationship management abilities
Proficient in identifying and promoting sales opportunities
Strong communication and interpersonal skills
Effective in maintaining operational control over project parameters
Ability to manage contracts of varying lengths and strategic importance
20% travel
Willingness to be on camera
Benefits
Remote/Hybrid workplace options
Health Benefits
Unlimited Flexible Time Off
Family Planning Services
Tuition Reimbursement
Paid Family Leave
401(k) Matching
Pet Insurance
In-person and Virtual Social Experiences
Career Pathing
Focus Time Fridays
Company
Sagent
Sagent powers banks and lenders to make loans and homeownership simpler and safer for millions of consumers.
Funding
Current Stage
Late StageLeadership Team
Recent News
Morningstar.com
2026-01-05
2024-05-24
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