Customer Success Manager, Mortgage

Posted 21 Days Ago
Hiring Remotely in US
Remote
110K-130K Annually
Mid level
Big Data • Cloud • Fintech • Professional Services • Software
We’re building the universal network for direct-source income and employment data to modernize the verification process.
The Role
Serve as primary contact for strategic mortgage customers—onboard, drive adoption, manage renewals, and support upsells. Monitor KPIs and customer health, troubleshoot API issues, escalate complex support cases, and build repeatable success processes to reduce churn and scale retention.
Summary Generated by Built In

Location: US (Remote)

Compensation: $110,000 - $130,000 per year + Commission + Equity

About Argyle

Argyle is a fast-growing, remote-first, Series C startup solving a consumer data problem.

For decades, financial service providers and other businesses have collected and verified consumer income, employment, and asset data the same way: by hand or via verification databases. These methods are expensive, time consuming, high friction, and/or unreliable. In turn, experiences like applying for a loan or completing a background check are challenging for service providers and consumers alike.

The solution is Argyle. We’re the leading provider of direct-source, consumer-permissioned income, employment, and asset verifications. We make it fast and easy to gain secure and reliable access to the most complete real-time datasets stored in consumers’ payroll and banking accounts, so service providers can automate verification workflows, save time, reduce risks, lower costs, and build better product experiences.

Named one of America’s Best Startup Employers of 2025 by Forbes, Argyle largely serves the mortgage, government benefits, tenant screening, personal lending, and background check industries as well as the gig economy.

Founded in 2018, Argyle’s commitment to innovation is backed by investors including Bain Capital Ventures, Checkr, Mastercard, Rockefeller Asset Management and SignalFire.

About the team

The Customer Success team at Argyle combines product and industry knowledge with relationship-building skills to help our customers achieve the most from the Argyle product. We believe there is incredible value in harnessing payroll and banking information, and we help implement and support solutions for our clients to leverage that data.

What You’ll Do

You will be the primary point of contact for our most strategic customers and will work with them through all process stages, including integration, scaling, product expansion, and account management. You will be responsible for analyzing customer data and working directly with our product team to enhance future value. You will also be tasked with building the materials and processes to enable a repeatable customer success model.

  • Own the customer lifecycle by onboarding new clients, driving adoption, tracking renewals, and working closely with the sales team on upsells and cross-sells
  • Manage and nurture multiple customer relationships, including proactively and confidently engaging with key contacts to convey the value of our product
  • Monitor KPIs and customer health to reduce churn risk, promote retention, and improve the overall customer experience
  • Troubleshoot and provide insights on how to use the various features of our API while working closely with the support team as a point of escalation for complex issues
  • Operate within and continuously improve established systems and processes to deliver a consistent and scalable customer success experience
Who you are
  • Requirements
    • 3+ years of experience in a customer-facing, solution-oriented role
    • Experience in the mortgage industry
    • Ability to develop strong, loyal, and long-lasting client relationships
    • Strong technical acumen coupled with the desire to learn the ins and outs of Argyle's API
    • Comfortable using AI tools in day-to-day work (e.g. drafting, research, workflow automation, synthesizing customer insights) and curious about how AI can improve how you work
    • Exceptional ability to prioritize tasks and work independently
    • Excitement to perform and deliver in a high-growth environment and strive for continuous improvement
  • Nice to haves
    • Experience at a high-growth startup or scale-up
    • Experience with Point-of-Sale and Loan Origination Systems
Why Argyle?

At Argyle, you’ll be part of a remote-first, globally distributed team, with competitive pay and equity to match. You’ll work alongside smart, thoughtful, and ambitious teammates who genuinely care about delivering best-in-class service. We hold ourselves to a high standard, but keep egos out of it - everyone has real ownership and the flexibility to work in a way that suits them, including flexible time off. We’re intentional about building an inclusive team where different backgrounds and perspectives lead to better ideas and stronger collaboration. Sounds like a place you'd thrive? Apply today.

Skills Required

  • 3+ years of experience in a customer-facing, solution-oriented role
  • Experience in the mortgage industry
  • Ability to develop strong, loyal, and long-lasting client relationships
  • Strong technical acumen and desire to learn Argyle's API
  • Comfortable using AI tools in day-to-day work
  • Exceptional ability to prioritize tasks and work independently
  • Excitement to perform and deliver in a high-growth environment
  • Experience at a high-growth startup or scale-up
  • Experience with Point-of-Sale and Loan Origination Systems

Argyle Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Argyle and has not been reviewed or approved by Argyle.

  • Fair & Transparent Compensation Pay is positioned as competitive, with multiple role-specific ranges and overall sentiment pointing to generally strong total rewards; however, the figures vary meaningfully by function and geography and are based on modest self-reported datasets.
  • Healthcare Strength Core U.S. coverage is described as comprehensive, including medical, dental, vision, mental-health benefits, and HSA/FSA options, with some listings indicating employer-paid premiums for at least one plan tier.
  • Equity Value & Accessibility Equity is framed as broadly granted, with every team member described as receiving a meaningful stock package as part of the total rewards proposition.

Argyle Insights

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The Company
HQ: New York, NY
80 Employees
Year Founded: 2018

What We Do

Argyle is the leading provider of direct-source, consumer-permissioned income and employment verifications, making it fast and easy to gain secure and reliable access to the most complete real-time datasets stored in consumers’ payroll accounts. With Argyle, service providers automate verification workflows to save time, reduce fraud and compliance risks, lower costs, and build better product experiences. Named one of America’s Best Startup Employers of 2025 by Forbes, Argyle largely serves the mortgage, personal lending, tenant screening, and background check industries as well as the gig economy. Argyle is also an authorized report supplier for Fannie Mae’s Desktop Underwriter® validation service, a component of Day 1 Certainty®, and Freddie Mac’s Asset and Income Modeler (AIM), part of Loan Product Advisor℠. Founded in 2018, Argyle completed its Series C funding round in 2024 and has raised over $100 million in capital.

Why Work With Us

Part of our strength is drawing on the best talent from around the world, without constraining ourselves to geographies. In other words, we care about the merit of your work, not where you work from.

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