Symple Lending · 13 hours ago
Client Success Manager
Irvine, CA
Full-time
Onsite
Mid, Senior Level
3+ years expSymple Lending is an innovative fintech company that is at the forefront of transforming the lending industry by empowering customers on their journey to financial freedom. The Client Success Manager (CSM) ensures clients achieve maximum value from lending solutions while supporting daily operations and focusing on client satisfaction, retention, and growth.
Financial Services
Responsibilities
Create efficiencies by implementing clear workflows that promote structure
Manage, train and lead the Enrollment Specialist team
Monitor and respond promptly to inquiries via Slack chat to address issues raised by the sales team
Assist with converting files and ensure successful document delivery by communicating with current and potential clients via phone, SMS, and email communication
Provide customer service via chat and phone to resolve problems related to phones, files, or backend systems
Coordinate with IT, affiliates, and other departments to troubleshoot and resolve issues efficiently
Maintain accurate records of support requests and resolutions to ensure seamless communication and follow-up
Collaborate with sales agents to identify recurring issues and recommend process improvements
Ensure all support requests are handled professionally, promptly, and with a customer-first attitude
Qualification
Required
Bachelor's degree in Business Administration, Finance, Marketing, or a related field
3–5 years of experience in client success, debt settlement, account management, or sales within financial services or lending
Understanding of consumer finance, lending, debt relief, or payment processing workflows
Strong data literacy experience using Excel, Google Sheets, or BI dashboards to track performance metrics, conversion rates, and sales pipeline activity
Knowledge of lending products, credit processes, and financial services industry trends
Experience with CRM systems and sales enablement tools
Ability to coach and mentor sales support teams
Benefits
Comprehensive health, dental, and vision insurance after 60 days
A positive and collaborative work culture
Paid time off
Professional growth and development opportunities
Employee referral bonus program.
Company
Symple Lending
Symple Lending is an innovative financial services company that delivers sustainable solutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Aleah Raymond Heath
Director of Strategic Partnerships
Recent News
California Business Journal
2025-10-14
Company data provided by crunchbase