Client Success Associate (Chicago/Remote)

Chicago, IL

POSITION TITLE

Client Success Associate 

CLASSIFICATION

Exempt

REPORTS TO

Client Success Manager 

ABOUT US

MortgageHippo is bringing mortgage lending into modern times, where we make processes seamless and intuitive and leverage data instead of paper to maximize efficiency. We offer mortgage lenders consumer-centric, cloud-based platforms that provide a seamless and compelling digital mortgage experience.

WHAT MAKES US DIFFERENT?

You will work with smart and creative people who are passionate about solving tough problems.

We give you opportunities in line with your talents and aspirations. We value your passions and interests.

We encourage some amount of full-stack development for all team members, which means learning something new every day.

We believe in the power of shared outcomes. Talk to us about compensation including competitive salary and health insurance.

We offer a flexible schedule and vacation policy.

JOB FUNCTIONS

Below is a listing of the job functions this position performs.  

  • Develop and maintain excellent relationships with assigned clients.

  • Manage new client onboardings, including working cross-functionally with other teams like Implementations and Development.

  • Implement processes and systems that will generate higher productivity and will support future scaling.

  • Hold regular meetings with clients to better understand their business and how they are utilizing the MortgageHippo platform.

  • Support the larger Customer Operations team including sales, support and implementations when necessary.

  • Conduct new client training and ongoing training when necessary.

  • Raise any larger customer or product concerns to internal teams.

  • Participate and contribute in company meetings regarding the future scalability of the company.

  • Other duties as assigned.

COMPETENCIES

  • Technical Capacity

  • Relationship Management

  • Communication Proficiency

  • Business Acumen

  • Presentation Skills

  • Collaboration

  • Teamwork Orientation

  • Project Management

REQUIRED EDUCATION AND EXPERIENCE

  • Bachelor’s degree.

  • 0-3 years of related experience in customer service.

  • Prior startup experience is a plus

  • Prior financial services experience is a plus

WORK ENVIRONMENT 

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Equal Employment Opportunity Statement

It is the policy of MortgageHippo to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, MortgageHippo will provide reasonable accommodations for qualified individuals with disabilities.