Client Success Manager

Irvine, CA

Full Time

Mid Level

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.
Role

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. Serve as the Manager of
the Enrollment Specialist team who are responsible for the below tasks.
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.

What You'll Bring:

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.

Why Work for Symple Lending:

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.

Symple Lending is an equal opportunity employer and encourages candidates of all backgrounds to apply.

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