Job Description
Note: The job is a remote job and is open to candidates in USA. Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. The Client Success Manager will focus on building lasting relationships with clients, guiding them through their financial journeys and ensuring they receive exceptional care and support. Responsibilities • Support clients after closing by staying connected and helping them navigate their financial journey in real estate and beyond • Be a trusted advisor who listens, cares, and always keeps the client’s best interest first • Maintain and strengthen connections with past clients to encourage repeat and referral business • Identify opportunities to help clients save money, grow wealth, or reach new milestones • Work closely with mortgage advisors, branch leaders, and partners to ensure clients receive the highest level of care • Share insights and opportunities that add value to the client experience • Be honest, dependable, and nurturing in every interaction • Model the NEO commitment to transparency, trust, and excellence Skills • Minimum of 2 years in mortgage or related real estate/finance role • Strong communication, organization, and interpersonal skills • Client-first attitude with a passion for helping families make sound financial decisions • Honest, caring, proactive, and eager to build relationships that last Benefits • $0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution (*Additional Medical, dental, vision plan options also all with nationwide coverage) • Flexible PTO • Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up! First few visits at no cost to you! • Personalized care for every fertility and family care journey for our employees and their partner! • Dependent care benefits (i.e. childcare and/or elder care costs) and commuter benefits both include a company match! • Discount programs and perks including pet Insurance! Company Overview • Founded in 2016, Better is a digital-first homeownership company whose services include mortgage, real estate, title, and homeowners insurance. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is Apply tot his job