Strategic Customer Success Manager - FinTech

Mortgage Automator

toronto, on, Canada
Full-time
Posted May 25, 2026

Job Description

Lead transformational change in private lending at Mortgage Automator as a Strategic Customer Success Manager. Manage premium clients while enhancing their digital transition.

This key role challenges you to oversee the operational efficiencies of complex private lenders. Focused on growth and retention, you'll leverage your expertise to bridge their business goals with our software functionalities. Your strategic approach will be pivotal for our clients' long-term success.

Key Responsibilities:
• Own the client portfolio post-onboarding and drive NRR
• Analyze and enhance client usage of our platform
• Identify account growth opportunities and upsell features
• Serve as the Voice of the Customer within the company
• Mentor juniors and improve Success Playbook standards

Requirements:
• Minimum 5 years in Customer Success or Account Management
• Experience managing over $1M in ARR
• Deep knowledge of ...