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Customer Success Manager SR

Sagent is a SaaS-based mortgage servicing and fintech firm focused on simplifying loans and homeownership. We are seeking a Staff Customer Success Manager to oversee project delivery, manage customer relationships, identify growth opportunities, and handle contracts across assigned accounts while ensuring operational clarity and customer satisfaction.

Skills

  • Proven project management capabilities with strategic planning and execution.
  • Strong customer relationship management and communication skills.
  • Experience identifying sales opportunities and supporting account growth.
  • Contract management and governance experience.
  • Ability to manage schedules, budgets, scope, and operational risks.
  • Comfortable on camera for virtual meetings and willing to travel up to 20%.
  • Collaborative, organized, and customer-focused mindset.

Responsibilities

  • Strategically manage project schedules, scope, risks, and budgets to meet customer goals.
  • Serve as primary point of contact for assigned customers, providing day-to-day support and guidance.
  • Build and nurture long-term customer relationships to ensure satisfaction and retention.
  • Identify and forward upsell or expansion opportunities to account managers.
  • Manage short- and long-term service contracts, ensuring compliance and customer expectations are met.
  • Coordinate cross-functional teams and subcontractors to deliver on customer requirements.
  • Escalate and resolve issues proactively, maintaining operational control and clear communication.
  • Support onboarding, implementation, and continuous improvement activities for customer accounts.
  • Participate in customer-facing video meetings and travel to customer sites as required (~20%).

Education

  • Bachelor’s degree in Business, Computer Science, or a related field preferred.
  • Equivalent professional experience will be considered in lieu of a degree.
  • 3 - 4 years of related professional experience (customer success, project management, or account management).

Benefits

  • Remote/Hybrid workplace options
  • Health benefits starting Day #1
  • Unlimited flexible time off
  • 401(k) matching
  • Paid family leave and family planning services
  • Tuition reimbursement
  • Pet insurance
  • In-person and virtual social experiences
  • Career pathing and development
  • Focus Time Fridays
To read the complete job description, please click on the ‘Apply’ button
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CEO of Sagent
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Daniel Sogorka
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Average salary estimate

$117500 / YEARLY (est.)
min
max
$95000K
$140000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$95,000/yr - $140,000/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 4, 2026
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