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Fintech • Software • Financial Services
Support U.S. expansion by managing post-sale relationships with loan officers and brokers. Lead onboarding, training, activation, and platform adoption; maintain HubSpot records; monitor account health; resolve issues with technical and support teams; and report on customer success metrics. The role collaborates with account executives, customer success, and senior account managers, supports brokerage integrations, and includes travel to major U.S. conferences.
