The Client Success Manager (CSM) plays a pivotal role in guiding clients, fostering strong relationships, and advocating for their business goals. They anticipate and address evolving client needs, focusing on retention, growth, and collaboration with Sales, Product, Finance, and Marketing. Acting as the primary contact for key clients, CSMs manage high-level relationships, maintain communication, and oversee the overall client experience. They serve as a bridge between various internal groups, ensuring seamless coordination and delivery of services. Working closely with Business Relationship Managers (BRMs), CSMs develop strategies that ensure client satisfaction and retention, requiring a blend of strategic planning, communication, and analytical skills to drive long-term success.

Responsibilities:

Client Relationship Management:

• Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service.
• Build trusted advisor relationships with key operational leaders at client organizations.
• Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities.

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Client Success and Retention:

• Strategically focus on ensuring the overall success and retention of Optimal Blue clients.
• Monitor and assessing the health of client relationships through data, leading indicators, and direct engagement.
• Drive the utilization of product features and capabilities to ensure clients achieve the highest ROI.
• Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client

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Renewals and Revenue Growth:

• Own forecasting and prioritization for client renewals within assigned accounts.
• Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services.

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Team Collaboration and Leadership:

• Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships.
• Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests.

Additional Responsibilities:

• Create referenceable customers through case studies, reference calls, and speaking engagements.
• Stay informed about new release changes, new products, and industry trends.
• Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays).
• Perform other related duties as assigned.

Education & Experience:

• Bachelor’s degree or an equivalent combination of education, training, and work experience.
• At least 3 years of experience in a client-facing role such as Client Success function, account management, consulting, or client services role.
• Proven business experience and demonstrated technical capabilities.

Qualifications:

• Experience working with mortgage lenders.
• Ability to execute commercial transactions, including pitching, negotiating, and closing deals.
• Passionate about enhancing client experience and dedicated to customer satisfaction.
• Enjoys the process of selling without necessarily focusing on selling a product.
• Skilled in creating and delivering persuasive proposals and presentations.
• Capable of synthesizing complex information and presenting it clearly and concisely.
• Possesses a blend of business and technical acumen, able to contribute value in discussions on both technology and business strategy.

Competencies:

• Outstanding interpersonal skills with a “Get it Done” attitude.
• Ability to work in a fast-paced, dynamic environment.
• Naturally curious and investigative.
• Effective problem-solver and solution-finder.
• Adaptable and able to handle changing circumstances with ease.
• Driven by a strong internal motivation and competitive desire to succeed.
• Maintains composure and stays calm under pressure.
• Demonstrates excellent leadership, management, and coordination skills with a proactive approach.
• Comfortable interacting with contacts at any level, including those from large enterprises.
• Proficient in handling challenging clients or situations and driving mutually agreeable outcomes.
• Committed to listening to and understanding diverse perspectives.

OB - Product & Pricing Engine (PPE)ExemptThe estimated base salary range for this role in the United States is $80,000.00 - $120,000.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors.Not ApplicableFull time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at [email protected]: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.#LI-BL1#OB