CapCenter · 1 day ago
Client Success Consultant
Glen Allen, VA, US
Full-time
Onsite
Senior Level
5+ years expCapCenter is a modern mortgage, real estate, and insurance company committed to simplifying the home buying, selling, and financing journey. They are seeking a Client Success Manager who will serve as the client’s first trusted advisor, responsible for managing and nurturing early-stage purchase mortgage and real estate leads while ensuring client satisfaction post-close.
FinanceInsuranceReal Estate
Responsibilities
Lead Intake & Qualification: Serve as the first point of contact for new marketing-generated leads across purchase mortgage and homebuying services
Lead Management & Nurturing: Manage daily inflow of new leads and maintain timely, professional outreach cadence
Collaboration & Handoff Success: Partner closely with Loan Consultants and Agents to ensure clear, timely, and accurate handoffs
Client Satisfaction & Post-Close Engagement: Maintain a high-touch, relationship-focused approach even after handoff to ensure long-term loyalty
Qualification
Required
5+ years in customer success, client service, inside sales, or lead management roles
Proficiency with CRM systems and structured follow-up cadences
Comfort working in a metric-driven, fast-paced environment
Experience nurturing long-cycle or consultative sales leads
Preferred
Experience in mortgage, real estate, or financial services
Understanding of the mortgage purchase process, home search/selling timelines, and consumer behavior
Experience nurturing long-cycle or consultative sales leads
Passion for providing best-in-class client experience
Benefits
Medical
Dental
Life insurance benefits
401K
Paid vacation
Company
CapCenter
CapCenter offers mortgage, realty, and real estate services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
David Lee
Chief Technology Officer
Sean DiBlasi, CFA
Chief Financial Officer
Company data provided by crunchbase