About the Role:

Were looking for a high-performing Customer Success Manager / Technical Account Manager (TAM) to join our rapidly growing, fast-paced company.

In this role, you will:

- Be the primary point of contact for a portfolio of high-value clients.

- Drive product adoption, ensure customer satisfaction, and enable long-term retention and growth.

- Ramp up quickly, become a platform expert, and take ownership of client relationships with minimal oversight.

- Collaborate across teamsproduct managers, engineers, and sales-to deliver solutions that meet evolving customer needs.

This is not a typical CSM role - you must:

Thrive under pressure.

- Love solving complex problems on the fly.

- Bring a deep understanding of CRM systems, mortgage origination, and customer engagement strategies.

- If you're resourceful, technically inclined, and energized by high expectations, this is the opportunity for you.

Responsibilities:

- Own and manage a book of business from onboarding to long-term success.

- Act as the primary point of contact and trusted advisor for clients.

- Deeply understand client workflows and pain points, especially in mortgage origination.

- Drive adoption of features like CRM configuration, marketing drip campaigns, telephony integrations, distribution logic, and prioritization rules.

- Respond rapidly to client needs and issues with urgency and professionalism.

- Identify process gaps or inefficiencies in both client operations and platform usage and recommend scalable solutions.

- Collaborate closely with engineers and developers to translate client needs into product improvements.

- Onboard new customers efficiently and independently.

- Build and maintain strong client relationships based on trust and consistent results.

- Document client configurations, workflows, and feedback for continuous improvement.

Must-Have Experience & Skills:

- Experience in Customer Success, TAM, or Solutions Consultant roles at a SaaS company, preferably a startup.

- Solid understanding of the mortgage origination process and lender workflows.

- Hands-on experience in configuring CRM systems.

- Strong technical acumen-able to explain complex features, integrations, and configurations (e.g., telephony, distribution logic, marketing drips).

- Excellent multitasking and prioritization skills.

- Outstanding written and verbal communication abilities.

- Proven ability to build rapport and establish credibility quickly with clients and internal teams.

- A self-starter who thrives in fast-changing environments with minimal supervision.

- Strong problem-solving skills-able to find workarounds and communicate clear paths forward.

Preferred Experience & Nice-to-Haves:

- Experience with telephony platforms (e.g., Twilio, RingCentral, Five9, etc.).

- Familiarity with distribution models, priority rules, and lead routing logic.

- Understanding of drip campaign strategies (SMS, email, calls) and implementation in CRMs.

- Prior experience in mortgage tech, real estate tech, or fintech SaaS.

- Exposure to APIs, webhooks, and light scripting is a plus.

Why Join Us?

- Work on high-impact AI-powered products.

- Exposure to scalable architecture and modern technology stacks.

- Be part of a collaborative and skilled engineering team.

- Competitive salary and strong growth opportunities.

- Hybrid - Chandigarh /Bangalore(Panchkula).

- Flexible work environment.

- Employee-friendly policies.

- Competitive compensation, aligned with the best in the industry.