What are the responsibilities and job description for the Client Success Manager position at Symple Lending?
*THIS IS NOT A REMOTE POSITION*
Symple Lending is an innovative fintech company that is at the forefront of transforming the lending industry by empowering customers on their journey to financial freedom. Our commitment lies in providing seamless and efficient lending solutions to our customers.
The Client Success Manager (CSM) at Symple Lending ensures our clients achieve maximum value from our lending solutions while supporting daily operations by managing administrative tasks and ensuring the timely and accurate processing of applications. This role focuses on client satisfaction, retention, and growth, bridging the gap between sales and service to support revenue expansion.
What You'll be Doing:
Symple Lending is an innovative fintech company that is at the forefront of transforming the lending industry by empowering customers on their journey to financial freedom. Our commitment lies in providing seamless and efficient lending solutions to our customers.
The Client Success Manager (CSM) at Symple Lending ensures our clients achieve maximum value from our lending solutions while supporting daily operations by managing administrative tasks and ensuring the timely and accurate processing of applications. This role focuses on client satisfaction, retention, and growth, bridging the gap between sales and service to support revenue expansion.
What You'll be Doing:
- Create efficiencies by implementing clear workflows that promote structure.
- Manage, train and lead the Enrollment Specialist team.
- Monitor and respond promptly to inquiries via Slack chat to address issues raised by the sales team
- Assist with converting files and ensure successful document delivery by communicating with current and potential clients via phone, SMS, and email communication
- Provide customer service via chat and phone to resolve problems related to phones, files, or backend systems
- Coordinate with IT, affiliates, and other departments to troubleshoot and resolve issues efficiently
- Maintain accurate records of support requests and resolutions to ensure seamless communication and follow-up
- Collaborate with sales agents to identify recurring issues and recommend process improvements
- Ensure all support requests are handled professionally, promptly, and with a customer-first attitude
- Bachelor’s degree in Business Administration, Finance, Marketing, or a related field
- 3–5 years of experience in client success, debt settlement, account management, or sales within financial services or lending
- Understanding of consumer finance, lending, debt relief, or payment processing workflows
- Strong data literacy experience using Excel, Google Sheets, or BI dashboards to track performance metrics, conversion rates, and sales pipeline activity
- Knowledge of lending products, credit processes, and financial services industry trends
- Experience with CRM systems and sales enablement tools
- Ability to coach and mentor sales support teams
- Comprehensive health, dental, and vision insurance after 60 days
- A positive and collaborative work culture
- Paid time off
- Professional growth and development opportunities
- Employee referral bonus program.