Platform Success Manager, Morty
$60-80k
OTE
Online mortgage marketplace
Be an early applicant
Online mortgage marketplace
21-100 employees
Be an early applicant
$60-80k
OTE
21-100 employees
Company mission
To revolutionize the outdated mortgage industry by letting people shop, compare, and close any mortgage option from any lender, completely online.
Role
Who you are
- The ideal candidate is passionate about building long-term relationships and ensuring that customers are achieving their goals using Morty’s platform
- Strong communication, problem-solving skills, and a deep understanding of customer needs are critical to success in this role
- 3-5 years of experience in customer success, account management, or a related role, ideally in a SaaS or fintech environment
- Experience at a mortgage lender, bank or brokerage
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
- Strong problem-solving skills and a customer-centric mindset
- Experience working with CRM tools (e.g., Salesforce, HubSpot) and customer health tracking systems
- Proven ability to manage multiple clients and projects simultaneously, with a focus on delivering results
- Highly organized, proactive, and able to work both independently and in collaboration with cross-functional teams
What the job involves
- We are looking for a proactive and customer-focused Platform Success Manager to join our growing team
- You’ll be responsible for driving customer satisfaction, retention, and growth by providing outstanding support, guidance, and insights to our clients
- Serve as the primary point of contact for a portfolio of Morty customers, ensuring they are fully leveraging the platform’s tools and capabilities to meet their business objectives
- Build strong relationships with clients by providing ongoing support, training, and strategic guidance
- Proactively identify upsell opportunities and assist clients in expanding their use of Morty’s platform
- Collaborate with internal teams (sales, product, marketing) to provide feedback on customer needs and inform product development
- Monitor and track customer health metrics to ensure engagement and prevent churn
- Develop and implement success plans tailored to each client, focused on driving outcomes and long-term satisfaction
Our take
As the cost of mortgages has risen, prospective homeowners are looking for alternative, cheaper mortgage options to facilitate their dreams of owning a home. Morty’s mortgage marketplace is capitalising on that demand.
The startup is distinguished by its user-friendly approach, allowing homebuyers to compare mortgage options from any lender alongside features like automated loan options which provide accurate quotes without the multiple back and forth with traditional lenders.
Morty is planning to expand nationwide across the US and eventually internationally in the coming years. However, expanding their product to other verticals and geographies will not be easy in what is a notoriously complicated and red-taped industry. That said, the startup's success in the US is no simple feat and Morty remains one to watch in the future.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Some candidates hear
back within 2 weeks
-39% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Jul 2021
$25m
SERIES B
Aug 2019
$8.5m
SERIES A
Total funding: $39.5m
Company benefits
- 401k
- Unlimited PTO
- Casual dress code
- Free health insurance (medical, dental, and vision)
- Public transportation benefits and pre-tax plans if you choose to commute to our accessible office in West SoHo
Company HQ
Hudson Square, New York, NY
Articles
Leadership
Nora Aspel
(Co-Founder & CEO)Began her career in the nonprofit world before moving onto become a software and front-end engineer working for venture-backed startups—most notably Meetup, Flurry (acquired by Yahoo) and Truly Wireless.
Adam Rothblatt
(Co-Founder & CTO)Former algorithmic trader at Goldman Sachs. Before Morty, they were an advisor and co-founder of Daily Boards and a consultant for WayUp, an online job marketplace for college students.
Salary benchmarks
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