[Remote] Associate Customer Success Manager

Note: The job is a remote job and is open to candidates in USA. Total Expert is a customer engagement platform trusted by financial enterprises. The Associate Customer Success Manager supports digital-led customers, focusing on customer relationship management, adoption, satisfaction, and retention efforts. Responsibilities Assist with day-to-day customer questions and support on platform basics Coordinate onboarding tasks and help customers navigate Total Expert tools Support CSMs with account health checks, renewals, and reporting preparation Help manage digital engagement programs for lower-tier accounts Track and document customer interactions and feedback in the Customer Success platform Identify simple upsell opportunities and route to senior team members Participate in customer training sessions and shadow QBRs Skills Strong curiosity and desire to learn Customer Success 1–2 years of client-facing experience (support, account coordinator, or similar) Excellent communication and organizational skills Enthusiasm for technology and financial services Ability to collaborate closely with a team and follow structured processes Mortgage industry experience preferred Benefits Medical Dental Vision HSA (Health Savings Account) FSA (Flexible Spending Accounts) Company paid Life Insurance Short-Term Disability Long-Term Disability Flexible Time-Off (FTO) Paid Parental Leave 401(k) with employer match Company Overview Total Expert is a SaaS company that develops enterprise-grade marketing operating system (MOS) built for financial services organizations. It was founded in 2012, and is headquartered in Saint Louis Park, Minnesota, USA, with a workforce of 201-500 employees. Its website is