Senior Enterprise Client Success Manager

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WHO WE ARE...

Maxwell was founded in 2015 by homebuyers who were shocked by the complexity and inefficiencies of the mortgage process for borrowers and lending teams alike. We’ve created a platform that has not only streamlined the process and made it more efficient - closing loans 45%+ faster - but has made mortgages more accessible in the process. Our mission is clear: democratize mortgage by helping lenders work more efficiently and stay compliant while eliminating the barrier to entry and the stress for the borrower.


We are a company focused on a supportive, diverse, and inclusive culture - live through our values of Rigor, Ownership, Curiosity, Kindness, and "Straight Up" - to bring equality to the mortgage process and spread financial empowerment. Intrigued? Read on and say hello!


WHO YOU ARE...

As the Senior Enterprise Customer Success Manager, you will have the opportunity to drive product adoption as well as ensure success and satisfaction across our Fulfillment, Due Diligence, and Capital Markets services. Due to the wide breadth of our end-to-end mortgage solution, you have be able to consistently have cross-sell opportunities. Additionally, you will act as a voice of our customers to improve our products and services by leveraging their strong internal relationships with key stakeholders across the business.


Success in this role means happier customers, account retention, and expansion of Maxwell's partnership with customers as well as growing into a subject matter expert of Maxwell's platform.

WHAT YOU'LL BE DOING...

  • Establish a trusted advisor relationship by working with customers to understand their business needs and challenges, align together on goals, and expand Maxwell relationships within the customer’s organization
  • Partner with Sales, Mortgage Operations Leadership, and other cross-functional teams to gain alignment and achieve revenue goals
  • Develop relationships with our customers’ C-level executives and other stakeholders to consistently increase the number of champions for our business
  • Analyze data and present findings internally and externally on a regular cadence to ensure implementations, fulfillment production, and technology usage stays on track. 
  • Become a product subject matter expert across the breadth of Maxwell services.
  • Identify power users, pain points, and utilization trends to provide feedback and advice on the best way to use Maxwell within an organization
  • Maintain and update customer records in our CRM, Salesforce
  • Act as a project director on plans and strategies to increase adoption, cross-sell other products, and improve margins.
  • Work with the VP of Customer Success to build a world-class customer success organization

IDEALLY YOU'LL HAVE...

  • Extensive experience within customer success or account management preferably within Financial Services, Fintech, or Mortgage
  • Experience managing and influencing senior executives and stakeholders at all levels of an organization
  • Familiar with building and presenting business reviews to VP and C-level executives
  • Flexible, high energy, fast learning mentality with the excitement for taking the initiative and presenting new ideas that will benefit both the Maxwell team and our customers
  • Outstanding written and verbal communication skills, including issue tracking, triaging, crisis and change management, with keen attention to detail
  • Ability and experience leveraging data to help identify bottlenecks and find solutions to internal stakeholders and customers
  • Solutions-focused mindset, helping nature, and a passion for the customer

  • Not sure you meet all of our ideals? We are a company focused on capabilities and still want to hear from you so please apply!

Compensation Range: $100K-$130K base, plus bonus


WHAT WE OFFER YOU...

An opportunity to be part of an agile team of thinkers and doers who are driven, collaborative, and authentic. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employees are our greatest asset, and you play a key role in shaping our incredible company and culture. Some of our benefits include:


- Competitive pay and meaningful equity as an employee at a fast-growing, venture-backed software company. We want you to participate and make decisions as an owner with our future in mind

- Flexible vacation time plus strong benefits packages offering a wide range of top-tier insurance plans so all Maxwell employees can find coverage that best suits their needs

- Up to 2 paid days off each year to volunteer at the charity of your choice

- An "Even Merrier Holidays" where Maxwell closes down the office to make sure employees spend time with family and friends or doing what they love most!

- A company that is people-centric: we care about our employees and foster an inclusive environment to ensure everyone feels valued and has equal opportunities for career progression


At Maxwell, we value our differences, and we encourage all—especially those whose identities are traditionally underrepresented in tech organizations—to apply. We're looking for candidates with great experience and alignment with our core values. Maxwell is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, national origin, citizenship, age, marital status, veteran status, disability status, or any other characteristic protected by law. If you require further accommodations or have questions regarding accessibility of our roles, please reach out to [email protected]. All employment decisions at Maxwell are based on a person's merit, business needs, and role requirements.

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Due to Covid, we are currently working fully remote

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