Customer Success Manager

fridayharbor.ai
  • Seattle, Washington
    2 days ago

    Job Description

    Customer Success Manager

    Full-time. Strong preference for hybrid work in our Seattle office. We’ll pay relocation expenses to the Pacific Northwest for strong candidates. Remote work will be considered for exceptional candidates.

    About Friday Harbor

    Friday Harbor is an AI-powered pre-underwriting platform for mortgage lenders. It helps lending teams review loan files, identify missing information and potential issues, and prepare complete files before underwriting. After coming out of beta in summer 2025, nearly 1% of US residential mortgages used Friday Harbor in September 2026, including loans from three of the country’s top 15 independent mortgage banks

    We’re a well-funded Seattle-based startup backed by leading venture investors including Abstract, Mischief, Wischoff, AI2 Incubator, and CoFound.

    Role

    We’re hiring a mortgage professional with strong interpersonal and account management skills to help lenders get the most from Friday Harbor’s pre-underwriting platform. You’ll own day-to-day customer relationships, drive adoption, resolve issues, and help customers realize the full value of Friday Harbor.

    You’ll work closely with lending teams to improve their pre-underwriting workflows, monitor customer engagement, and identify opportunities to expand usage. You’ll also support onboarding, training, and implementation for new customers.

    Responsibilities

    ·  Own ongoing customer relationships, serving as the primary point of contact for questions, issues, and guidance.
    ·  Drive adoption of Friday Harbor across customer organizations, working closely with customer business stakeholders and helping LOs, LOAs, processors, underwriters, and other lending professionals incorporate the platform into their workflows.
    ·  Monitor customer usage, measure value delivered, and proactively identify opportunities to improve engagement and expand adoption.
    ·  Lead regular customer check-ins and business reviews, communicating results, gathering feedback, and aligning on priorities.
    ·  Answer customer questions, troubleshoot loan-file and workflow issues, and coordinate resolutions with product and engineering teams.
    ·  Build strong relationships with customer stakeholders, understand their business goals, and identify risks to customer satisfaction and retention.
    ·  Support onboarding and implementation for new lenders, including coordinating setup, testing, training, and launch readiness.
    ·  Share customer feedback with product and engineering teams to help prioritize improvements.
    ·  Develop and improve customer training materials, support guides, and best practices.

    Qualifications

    ·  Experience as a Loan Officer, Loan Officer Assistant, Processor, or similar mortgage sales or operations professional, with a solid understanding of pre-underwriting and loan-file preparation.
    ·  Hands-on Encompass experience is required.
    ·  Excellent interpersonal skills. You build trust, lead meetings, explain things clearly, and handle difficult conversations well.
    ·  Strong organizational and project management skills. You can manage multiple customer relationships, prioritize competing needs, and follow through without reminders.
    ·  A proactive, customer-focused mindset. You take ownership of problems and look for ways to help customers succeed.
    ·  Comfort learning software, troubleshooting problems, and working with technical teams.


    Preferred Experience

    Experience in customer success, account management, mortgage software implementation, or training lending teams.

    Compensation and Benefits
    ·   $100,000–$130,000 annual base salary, based on experience.
    ·   Stock option eligibility in a high-growth, venture-backed startup.
    ·   Full health, dental, and vision benefits, with company-paid health insurance premiums.

    Numbers & Facts

    LocationSeattle, Washington
    Websitefridayharbor.ai

    Skills

    • Artificial Intelligence (AI)unmatched
    • Best Practicesunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Retention/Renewalunmatched
    • Customer Satisfactionunmatched
    • Customer Support/Serviceunmatched
    • Customer Trainingunmatched
    • Customer/Client Researchunmatched
    • Establish Prioritiesunmatched
    • Follow Throughunmatched
    • Identify Issuesunmatched
    • Interpersonal Skillsunmatched
    • Loan Reviewunmatched
    • Loan Underwritingunmatched
    • Loansunmatched
    • Mortgageunmatched
    • Mortgage Lendingunmatched
    • Onboardingunmatched
    • Organizational Skillsunmatched
    • Problem Solving Skillsunmatched
    • Product Engineeringunmatched
    • Project/Program Managementunmatched
    • Resolve Customer Issuesunmatched
    • Risk Analysisunmatched
    • Sales Managementunmatched
    • Sales Operationsunmatched
    • Software Administrationunmatched
    • Startupunmatched
    • Team Playerunmatched
    • Underwritingunmatched

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