Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home.
As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies.
In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED.
Job Title: Customer Success Manager
Location: United States
Workplace Type: Remote
We are seeking a highly motivated Customer Success Manager (CSM) with deep knowledge of residential mortgage workflows and experience supporting lenders through technology adoption.
Floify is a leading residential mortgage point-of-sale (POS) provider, offering customizable borrower workflows that help lenders streamline the mortgage process. As a CSM, you will act as a trusted advisor to our clients, ensuring they achieve maximum value from the Floify platform while driving adoption, satisfaction, retention, and long-term growth
What You Will Do As A Customer Success Manager:
- Serve as the primary point of contact for assigned mortgage lending clients, managing onboarding, training, and ongoing success.
- Develop a deep understanding of each client’s business objectives and align product solutions to meet their needs.
- Provide expert guidance on residential mortgage workflows, including origination and processing best practices.
- Partner with clients to optimize their use of LOS (Loan Origination Systems) and POS (Point of Sale) integrations.
- Proactively monitor client health and address potential risks to retention or satisfaction.
- Collaborate cross-functionally with Product, Support, and Sales to advocate for client needs and provide feedback on product enhancements.
- Deliver business reviews and success plans to executive and operational stakeholders.
- Drive client retention and expansion through proactive engagement and strategic account management.
- Manage contract renewals and identify opportunities for product upsells to drive client growth and company revenue.
- Stay current on mortgage industry trends and regulatory changes that may impact clients.
What You Will Bring As A Customer Success Manager
- 4+ years of residential mortgage workflow experience with a strong focus on originations.
- Hands-on experience with leading LOS applications such as Encompass, LendingPad, BytePro, or similar.
- Solid understanding of the full mortgage origination lifecycle, from application to closing.
- Experience with mortgage POS systems (preferred).
- Proven ability to manage client relationships and drive technology adoption in a SaaS environment.
- Excellent communication, presentation, and problem-solving skills.
- Strong organizational skills with the ability to manage multiple accounts and projects simultaneously.
- Ability to travel up to 20% for client engagements, events, and business needs.
- Associate’s degree or higher in business, finance, or a related field (or equivalent professional experience).
Preferred
- Prior Customer Success or Account Management experience in the mortgage technology space.
- Ability to thrive in a fast-paced, dynamic environment with shifting priorities.
- Passion for delivering exceptional client experiences and building long-term partnerships.
The application window for this position is anticipated to close in 2 weeks (10 business days) from 9/9/2025. Please know this may change based on business and interviewing needs.
At this time, Porch Group does not consider applicants from the following states or jurisdictions for Remote positions: Alaska, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, West Virginia, or the District of Columbia.
What You Will Get As A Porch Group Team Member
Pay Range*: $67,500 - $94,500
*Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets, job-related knowledge, alignment with market and our Porch employees, as well as your geographic location.
Our benefits package will provide you with comprehensive coverage for your health, life, and financial wellbeing.
Our traditional healthcare benefits include three (3) Medical plan options, two (2) Dental plan options, and a Vision plan from which to choose.
Critical Illness, Hospital Indemnity and Accident plans are offered on a voluntary basis.
We offer pre-tax savings options including a partially employer funded Health Savings Account and employee Flexible Savings Accounts including healthcare, dependent care, and transportation savings options.
We provide company paid Basic Life and AD&D, Short and Long-Term Disability benefits. We also offer Voluntary Life and AD&D plans.
Both traditional and Roth 401(k) plans are available with a discretionary employer match.
Supportlinc is part of our employer paid wellbeing program and provides employees and their families access to on demand guided meditation and mindfulness exercises, mental health coaching, clinical care and online access to confidential resources including will preparation.
LifeBalance is a free resource to employees and their families for year-round discounts on things like gym memberships, travel, appliances, movies, pet insurance and more.
Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, identity theft program, travel assistance, and fitness and other discounts programs.
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What’s next?
Submit your application and our Porch Group Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have!
Porch is committed to building an inclusive culture of belonging that not only embraces the diversity of our people but also reflects the diversity of the communities in which we work and the customers we serve. We know that the happiest and highest performing teams include people with diverse perspectives that encourage new ways of solving problems, so we strive to attract and develop talent from all backgrounds and create workplaces where everyone feels seen, heard and empowered to bring their full, authentic selves to work.
Porch is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances.
Porch Group is an E-Verify employer. E-Verify is a web-based system that allows an employer to determine an employee's eligibility to work in the US using information reported on an employee's Form I-9. The E-Verify system confirms eligibility with both the Social Security Administration (SSA) and Department of Homeland Security (DHS). For more information, please go to the USCIS E-Verify website.
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What We Do
Seattle-based Porch, the vertical software platform for the home, provides software and services to more than 28,500 home services companies such as home inspectors, moving companies, real estate agencies, utility companies, and warranty companies. Through these relationships and its multiple brands, Porch provides a moving concierge service to homebuyers, helping them save time and make better decisions on critical services, including insurance, moving, security, TV/internet, home repair and improvement, and more. To learn more about Porch, visit porchgroup.com.
