Senior Customer Success Manager, Stavvy
$110-125k
Salary applicable to applicants based in Boston. Plus stock options
More information about location
Paperless, digital solutions for banking & lending
Be an early applicant
Paperless, digital solutions for banking & lending
101-200 employees
Be an early applicant
$110-125k
Salary applicable to applicants based in Boston. Plus stock options
More information about location
101-200 employees
Company mission
To transform how business is conducted remotely by making complex legal and financial transactions easier, safer, and more accessible to all.
Role
Who you are
- 5+ consecutive years in a customer success role, with at least two of those years at the same company, managing an enterprise-level book of business
- Background in Fintech or Mortgage Lending in Origination is required
- Proven track record of driving adoption and customer retention
- Experience with Hubspot, Confluence, and Smartsheets is preferred
- Ability to use data to be able to tell a story about wins and areas of improvementA proactive, customer-centric individual who thrives in creatively solving complex challenges in a fast-paced environment
- Relational and collaborative team player with the ability to plan and think both strategically and tactically
- Active listener with effective verbal and written communication skills
- Organized, detail-oriented, and process-driven to enhance cross-functional collaboration
What the job involves
- In this Senior Customer Success Manager role, you will be an integral part of the enterprise team, responsible for assisting in change management to promote the adoption of digital transformation within the mortgage servicing industry
- Facilitate Change Management & Drive Adoption. Manage a high touch onboarding & implementation process while maintaining a strategic consultative role for large enterprise clients within the mortgage servicing space
- Identify Growth Opportunities & Risk Mitigation. Monitoring customer health to take proactive action based on the gathered information & data analytics
- Account Plan Success Strategy. Ongoing collaboration with the Stavvy internal account team and external customer stakeholders in the creation and maintenance of an Account Plan detailing their immediate and future needs, desired business outcomes, & success metrics
- Process Optimization and Mentoring. The opportunity to look at our process with a critical eye and identify areas of opportunity to improve while working closely with the more junior members of the team in a mentorship capacity
- Maintaining accurate internal customer records. to support reporting back to the business
- Plan & Host Executive Business Reviews. For enterprise customers bringing key stakeholders and contributors to the table to share wins, new industry best practices, and review areas of potential growth/additional value
- Renewals. Managing the renewal records, communications & negotiations with both internal and external stakeholders
- Product Knowledge. Pursuing product expertise, staying up to date on roadmap, product releases and managing customer feature requests/feedback in order to properly provide insight, consult and elevate the customer’s experience
Our take
The world of mortgage lending is a fractured place, and Stavvy is a company that is setting out to repair some of the cracks. Its fintech platform aims to increase the speed, efficiency, and transparency of real-estate transactions whilst managing security risk and eliminating fragmentation.
The platform gives loan servicers a secure virtual space to do things like negotiate solutions and obtain notarized signatures without the need for paper and postage. It does this through e-signatures and video conferencing.
In recent years, the company has seen a surge in business as business operations - including banking and lending businesses - pursued paperless and digital solutions. In light of this, the company has wisely doubled down on the quality of talent needed to scale properly. With this momentum, and considerable funding, Stavvy looks well set to continue its aggressive growth.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (2 rounds)
May 2021
$40m
SERIES A
Mar 2019
$1.5m
SEED
Total funding: $41.5m
Company benefits
- Healthcare: We cover nearly all of your insurance premiums, so you can work, innovate, and create worry-free.
- Health Savings: We contribute to your HSA every year to help cover the costs of medical expenses, doctor’s visits, and more.
- Unlimited Vacation: Maintaining a healthy work-life balance is important. We offer flexible, unlimited paid time off that you can tap into whenever you need it.
- Employee Engagement: We love what we do but love who we do it with even more. We enjoy hosting a good party and celebrating regularly.
- Family: We provide 12 weeks of fully paid parental leave and a dependent care FSA so that you can grow your family and career simultaneously.
- Wellness: From free yoga to a Blinkist audio subscription, we’re here to nurture more than just your career goals and aspirations.
- Accessible Leadership: Whether you’re in the office or remote, we care about you. Our doors are always open (and we don’t just mean that metaphorically).
Company values
- Who You Are Is Who We Are - We are a collection of unique individuals who show up, engage, excel, and care for each other. We champion individual authenticity while embracing collaboration. We cultivate your best because it produces our best
- The Fearless - We are fearless. We trust and assume good intent. We are better because of our differences, successes, and failures. We are empowered to participate actively and speak openly. We are disciplined to listen respectfully and react without hesitation
- The Relentless - We are relentlessly curious. We learn with humility that challenges and stretches. Continuous, shared, and vibrant learning drives us forward with purpose
- The Limitless - We are courageous pioneers. There are no boundaries in our pursuit of bold, innovative change as we transform industries and impact the world
- The Compassionate - We are humanity. We celebrate impact in all we do. Every action is a legacy of our compassion for each other, our customers, and our communities
Company HQ
Newton Centre, Newton, MA
Articles
Leadership
Kosta Ligris
(CEO)Kosta founded ligris in 2004, where they were initially CEO and now Chairman. They have also co-founded ACES Title Agency, Isotelis Technologies and Escrow Mint. They currently lecture part-time at MIT's school of management.
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