Client Success Manager jobs in United States
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Symple Lending · 15 hours ago

Client Success Manager

positionIrvine, CA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

Symple 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

Client success managementConsumer finance knowledgeData literacyCRM systems experienceLending products knowledgeCoachingMentoringCommunication skillsTeam leadership

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

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Symple Lending is an innovative financial services company that delivers sustainable solutions.
dateFounded in 2021
location
Costa Mesa, California, USA
people-size201-500 employees
web-link
https://symplelending.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Aleah Raymond Heath
Director of Strategic Partnerships
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Recent News

PR Newswire
Gryphon AI Welcomes Symple Lending as a New Customer to Power Compliant, Customer-First Engagement
2026-02-03
California Business Journal
Symple Lending CEO Houston Fraley Says Debt-Free Living Is Simpler Than You Think
2025-10-14
EIN Presswire
Symple Lending Ranks No. 72 on the 2025 Inc. 5000 List of America’s Fastest-Growing Private Companies
2025-08-13
Company data provided by crunchbase