Platform Success Manager

About Morty

Morty is a mortgage platform that empowers loan officers and mortgage brokerages to build their own businesses under their own brand. Leveraging the technology and infrastructure we built as a DTC mortgage broker, we remove the complexity and cost of running a mortgage business while providing the tools to help our partners grow and increase profits. 

Morty is supported by an incredible group of investors and advisors including Lerer Hippeau, Prudence, and Techstars, which back innovative companies that put the consumer first.

Who We’re Looking For 

We are looking for a proactive and customer-focused Platform Success Manager to join our growing team. The ideal candidate is passionate about building long-term relationships and ensuring that customers are achieving their goals using Morty’s platform. You’ll be responsible for driving customer satisfaction, retention, and growth by providing outstanding support, guidance, and insights to our clients. Strong communication, problem-solving skills, and a deep understanding of customer needs are critical to success in this role.

Job Responsibilities

• Serve as the primary point of contact for a portfolio of Morty customers, ensuring they are fully leveraging the platform’s tools and capabilities to meet their business objectives.
• Build strong relationships with clients by providing ongoing support, training, and strategic guidance.
• Proactively identify upsell opportunities and assist clients in expanding their use of Morty’s platform.
• Collaborate with internal teams (sales, product, marketing) to provide feedback on customer needs and inform product development.
• Monitor and track customer health metrics to ensure engagement and prevent churn.
• Develop and implement success plans tailored to each client, focused on driving outcomes and long-term satisfaction.

Job Qualifications

• 3-5 years of experience in customer success, account management, or a related role, ideally in a SaaS or fintech environment.
• Experience at a mortgage lender, bank or brokerage
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Strong problem-solving skills and a customer-centric mindset.
• Experience working with CRM tools (e.g., Salesforce, HubSpot) and customer health tracking systems.
• Proven ability to manage multiple clients and projects simultaneously, with a focus on delivering results.
• Highly organized, proactive, and able to work both independently and in collaboration with cross-functional teams.

Benefits:

We’ve got you covered: 401k, unlimited PTO, hybrid working, and 100% covered health insurance (medical, dental, and vision) — we’re there for you!

Salary: $60K - $80K OTE