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Customer Success Manager

At Total Expert · Remote, US

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Posted
29 September 2026
First seen by us
15 October 2026
Last checked
13 hours ago

Job description

From Total Expert’s job post, as they wrote it.

Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.
The Customer Success Manager (CSM) plays a vital role in building strong, strategic partnerships between Total Expert and our mid-market customers. CSMs are trusted advisors who help customers realize maximum value and ROI from the Total Expert platform. By combining industry expertise, product knowledge, and a deep understanding of customer challenges, CSMs guide organizations toward achieving their business objectives and accelerating revenue growth. The work you do empowers tens of thousands of financial services leaders to help their customers make confident, life-shaping financial decisions.

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For candidates based in the Dallas, TX or Minneapolis, MN area, the position follows a hybrid schedule with 3 on-site days per week. This position would be remote for qualifying candidates residing outside of those areas.
What you’ll be doing:
Champion Customer Success: Promote and communicate the full value of Total Expert’s products and services to help customers achieve measurable results.

Apply on Total Expert (opens in a new tab)

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