Offer summary

Qualifications:

Strong understanding of mortgage and SaaS industries., Proven track record in customer success or account management., Excellent communication and interpersonal skills., Ability to multitask and manage competing priorities..

Key responsibilities:

Define success for the Mortgage product and create scalable templates.

Develop strategy and reporting to support and expand Mortgage customers.

Drive adoption, net retention, and expansion revenue for clients.

Conduct quarterly business reviews and facilitate communication between clients and internal teams.

Job description

About Fello

Fello is a profitable, hyper-growth, VC-backed B2B SaaS startup on a mission to empower businesses with data-driven intelligence. Our AI-powered marketing automation platform helps businesses optimize engagement, make smarter decisions, and stay ahead in a competitive market.

With massive growth potential and a track record of success, we’re just getting started. If you’re passionate about innovation and want to be part of an industry-defining team, Fello is the place to be.

About You

You are a proactive, customer-focused professional with exceptional communication skills and a passion for helping clients succeed. You are dedicated to continuous improvement and are motivated to provide the best possible customer experience. You are autonomous and have previously navigated ambiguity and turned it into outcomes.

Mortgage experience is a must: You have a strong understanding of mortgage and SaaS, and can easily build relationships with clients and internal teams.

You Will

Help us define success for our Mortgage product - including creating scalable templates & recording customer case studies
Develop strategy, reporting, and roadmap for how we support & expand our Mortgage customers
Communicate flawlessly across single loan officers and large banks
Proactively drive adoption, net retention, and expansion revenue
Collaborate with Account Executives and Solutions Team to create an amazing, personalized onboarding experience
Go above and beyond to provide a best-in-class training, strategy, and upgrade suggestions to drive customer success
Develop relationships with clients and facilitate communication between customers and internal teams
Conduct quarterly business reviews and strategize with clients to meet their evolving needs
Monitor customer usage and engagement to identify areas for improvement and provide solutions
Encourage satisfied clients to provide testimonials, case studies, or referrals that can be used to demonstrate our value and attract new clients
Collaborate with Product teams to share customer feedback and insights to inform product development and improve overall customer success

You Have

Previously operated in, or served, the Mortgage industry
A proven track record in customer success, account management, or a related field
Strong understanding of SaaS and marketing best practices
Excellent communication and interpersonal skills
The ability to multitask and manage competing priorities
A strong commitment to customer satisfaction and continuous improvement

Our Benefits

Competitive Compensation: Attractive salary and benefits package.
Flexible Work Environment: Fully remote work with flexible hours to promote work-life balance.
Professional Growth: Opportunities for career advancement and professional development.
Health & Wellness: Comprehensive health, dental, and vision insurance plans.
Paid Time Off: Generous PTO and paid holidays to recharge and relax.
Collaborative Culture: A supportive team environment that values innovation and collaboration.
Equity Options: Opportunity to own a part of Fello and share in our success.
Cutting-Edge Projects: Work on innovative products that leverage AI and advanced technologies.

Required profile