Client Success Manager

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.

Our commitment lies in providing seamless and efficient lending solutions to our customers.

Role The Client Success Manager (CSM) at Symple Lending ensures our clients achieve maximum value from our lending solutions while supporting daily operations by managing administrative tasks and ensuring the timely and accurate processing of applications.

This role focuses on client satisfaction, retention, and growth, bridging the gap between sales and service to support revenue expansion.

What You'll be Doing :

• Create efficiencies by implementing clear workflows that promote structure.
• Serve as the Manager of the Enrollment Specialist team who are responsible for the below tasks.
• 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.

What You'll Bring :

Why Work for Symple Lending :

Employee referral bonus program.  Symple Lending is an equal opportunity employer and encourages candidates of all backgrounds to apply.