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Remote Customer Success Manager
hace 2 semanas
**_HireLatam is a premier recruitment agency that connects exceptional talent in Latin America with outstanding opportunities in the United States. _**_With a proven track record and a commitment to excellence, we're your trusted partner in the pursuit of career success. Our extensive network, personalized approach, and supportive guidance ensure that you're in the best hands to find your next job opportunity. _**
**Job Title**:
**Remote Customer Success Manager **(100% Work From Home)**
**Location**:Remote from Latin America
**Position Type**:Full-time
**Salary**: $1,500 USD /month
**Schedule**:Flexible schedule with occasional evening or weekend work to accommodate client demands.
**About Our Client**:
Our client is a pioneering commercial loan brokerage firm headquartered in Madison, Wisconsin. Their mission is to facilitate business acquisitions by providing tailored financing solutions to small and medium-sized enterprises across the United States.
**Job Overview:
**They are seeking a Remote Customer Success Manager to join their team. In this role, you will be responsible for managing client relationships, ensuring customer satisfaction, and facilitating the deal lifecycle process between clients and SBA lender banks.
**Responsibilities**:
Pre-Loan Approval / Underwriting Duties:
- Initiate and send NDAs to new clients.
- Send clients initial deal intake questionnaires to collect specific deal information.
- Set up secure data rooms for new clients.
Post-Loan Approval Duties:
- Send the client a generic closing checklist during underwriting.
- Initiate the procurement/collection of documents needed based on the type of deal.
- Participate in the initial kick-off call with the bank’s closer and client.
- Follow up twice a week on every deal file to track progress.
- Prioritize 5 key items weekly for each client’s closing checklist.
- Ensure all deals close within 4 weeks of approval.
**Qualifications, Skills, and Key Competencies**:
- 2 years of experience in customer success, account management, or communications management.
- Strong communication skills, both verbal and written.
- Excellent organizational skills and attention to detail.
- Ability to work independently and manage multiple priorities.
- Proficiency in Microsoft Office and Google Workspace.
- Persistent, tenacious, and results-driven mindset.
- Excellent English level both written and spoken
**Benefits**:
- Competitive monthly salary in USD.
- Remote work flexibility.
- Opportunities for professional growth and development.
- Collaborative and supportive work culture.
**Application Disclaimer: Please Read Before Proceeding
