Full-Time

Client Success Manager

Posted on 10/31/2025

Xpanse

Xpanse

11-50 employees

AI-powered mortgage process automation SaaS

No salary listed

Remote in USA

Remote

Category
Customer Experience & Support (3)
, ,
Required Skills
Sales
Requirements
  • Strong communication and interpersonal skills
  • Ability to build rapport and trust with clients
  • Excellent problem-solving and conflict resolution skills
  • Proficiency in client success software and tools
  • Strategic thinking and planning abilities
  • 3+ years of experience in client success, account management, or related roles
Responsibilities
  • Client Onboarding: Facilitate the client onboarding process in collaboration with the client deliver team to ensure a smooth transition and successful implementation of our solutions
  • Client Relationship Management: Develop and maintain strong relationships with clients, acting as a trusted advisor and advocate for their needs
  • Retention and Growth: Drive client retention and growth by ensuring clients achieve their desired outcomes and realize the full value of our solutions
  • Support and Troubleshooting: Provide ongoing support and troubleshooting to clients, addressing their concerns and resolving issues promptly
  • Feedback and Insights: Gather client feedback and insights to inform product development and enhance service offerings
  • Performance Metrics: Monitor key performance indicators (KPIs) to track client success and identify areas for improvement
  • Training and Development: Provide training and development opportunities for clients to enhance their use of our solutions
  • Cross-functional Collaboration: Collaborate with sales, client delivery, product, and engineering teams to address client needs and ensure seamless service delivery
  • Representation: Represent Xpanse at industry events, conferences, and webinars, showcasing our commitment to client success
  • Comply with all company policies and procedures.
  • Maintain regular and punctual attendance.
  • Other Job Duties and Responsibilities: Performs other related duties as assigned.
Desired Qualifications
  • Bachelor’s Degree from a Four (4) year College or University in Marketing preferred.
  • Passion for technology and innovation
  • Ability to work independently and as part of a team
  • Resilience and adaptability in a fast-paced environment

Xpanse is a B2B SaaS company that provides automation solutions for the mortgage industry. It uses data, artificial intelligence (AI), and machine learning (ML) to streamline a traditionally paper-heavy process, from document handling to closing. The product suite includes Intelligent Document Processing (automated data extraction), Order Management (a unified platform to optimize provider allocations), and Intelligent Mortgage Solutions (automating property processes from appraisal to closing). By offering these tools as a service, Xpanse helps lenders and financial institutions reduce operational costs and speed up turnaround times. The company differentiates itself by combining AI-powered data extraction with an integrated platform that covers multiple steps in the mortgage workflow, rather than offering isolated tools. Its goal is to modernize and accelerate mortgage operations, improving accuracy and efficiency for its clients.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Bellevue, Washington

Founded

2020

Simplify Jobs

Simplify's Take

What believers are saying

  • MindBox acquisition expands Xpanse's tech suite and client base.
  • AI-driven tools streamline loan origination amid industry digitization.
  • Subsidiary of Archwell Holdings provides operational agility and expertise.

What critics are saying

  • CEO Phil Huff's Recall Masters role divides attention since November 2025.
  • Rising rates contract mortgage volumes, slashing lender tech spending.
  • Incumbents like Black Knight commoditize AI automation within 12 months.

What makes Xpanse unique

  • Xpanse automates mortgage processes using AI and ML for data extraction.
  • Order Management unifies provider allocations in lending workflows.
  • Acquired MindBox in February 2025 for decisioning technology integration.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Flexible Work Hours

Remote Work Options

Mental Health Support

Company News

Financial Technology Insights
Feb 27th, 2025
Xpanse Enhances Mortgage Software Solutions and Leadership

Xpanse, a leader in innovative mortgage software and technology solutions, is excited to announce its acquisition of MindBox, a long-standing, industry-leading provider of integrated business decisioning technology tools.

PR Newswire
Feb 26th, 2025
Xpanse Acquires MindBox to Boost Tech

Xpanse has acquired MindBox, a leader in business decisioning technology, to expand its technological capabilities and enhance its product offerings. This acquisition will integrate MindBox's suite of applications, including decision-making services and workflow tools, into Xpanse's technology suite. Xpanse plans to maintain service for existing MindBox clients while enhancing functionality. This move strengthens Xpanse's leadership in financial technology and supports future growth.

MortgageSpeak
Oct 18th, 2021
Xpanse Inc hired Phil Huff as Chief Executive Officer on Oct 18th 21'.

SEATTLE–October 18, 2021 — Xpanse, a provider of automated lending technology, has hired industry veteran Phil Huff to serve as the company’s Chief Executive Officer.

INACTIVE