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- The Client Success Manager is a key player in the customer service/onboarding department.
- This role is a direct support role to our clients going through the funding process aiding them from start to finish of their funding rounds.
- Our company operates in the financial industry, educating and consulting clients on Real-estate and creative financing for small business.
- Our mission is to transform our clients' lives through financial literacy and ultimately empower them to achieve financial independence.
- Our Client Success Team are responsible for acting as a liaison between the banks and the clients we serve.
- Creating organic sales opportunities from within our ecosystem.
- Assisting in administrative tasks such as data collection, formatting of funding plans, and record keeping of inquiry and results.
- Above average knowledge surrounding finances, credit, business, crypto, real estate, and investments.
Client Success Manager - Los Angeles, United States - OPM Mastery
