Customer Success Manager, Mortgage

Mortgage Customer Success Manager Remote in the U.S. | Full-Time About Zonda Zonda is redefining the future of housing. As the leading provider of data, analytics, and technology solutions for the homebuilding industry, we are uniquely positioned at the center of one of the fastest-growing sectors in real estate. We make bold bets on the future of housing, empowering the next generation of builders, developers, lenders, and industry professionals with the insights and tools they need to win. At Zonda, you’ll have the opportunity to bring your passion, curiosity, and expertise to a team shaping the future of housing through innovation, data, and technology. The Role Zonda is seeking a Mortgage Customer Success Manager to support our growing Mortgage segment. In this role, you will serve as a trusted partner to mortgage clients, helping them maximize value from Zonda’s data and platform solutions while ensuring a positive overall customer experience. This is a fast-paced, client-facing role that is ideal for someone who is highly organized, self-directed, tech-savvy, and passionate about building strong relationships. You will play a key role in client retention, satisfaction, product adoption, and long-term account success. What You’ll Do Build and maintain strong relationships with leaders and professionals in the mortgage industry Serve as a primary point of contact for clients, ensuring a high-quality customer experience throughout the lifecycle Lead client trainings, platform walkthroughs, and online demonstrations to drive adoption and engagement Understand client goals and align Zonda solutions to meet their business needs Partner cross-functionally with internal teams to support client success and resolve issues effectively Monitor customer activity, identify opportunities for growth, and proactively support client retention Maintain accurate client records and engagement updates in CRM platforms such as Salesforce and Gainsight Travel as needed to support client relationships, training, and business needs Who You Are A tech-savvy presenter who is comfortable leading online demos and showcasing platform capabilities A strong communicator with excellent verbal, written, and organizational skills A collaborative team player who values partnership and collective success A client-focused relationship builder who can quickly establish trust and rapport A confident communicator across phone, virtual, and in-person settings Passionate about educating clients and helping them fully leverage tools and features Skilled at understanding customer needs and matching them with the right solutions Experienced using CRM platforms and managing client interactions in a structured, thoughtful way What You’ll Bring Bachelor’s degree preferred 3–5+ years of experience in customer success, account management, or another client-facing role Strong professional presence and exceptional organizational skills Excellent communication skills with the ability to build rapport quickly with clients Strong technical aptitude and CRM experience required; Salesforce and Gainsight experience preferred Experience in or interest in the housing industry, particularly new home development, is a plus A team-oriented mindset and strong commitment to customer success Willingness to travel up to 25% Why You’ll Love This Role Meaningful work with opportunities for growth and career development Comprehensive benefits package including Medical, Dental, and Vision 100% company-paid Life Insurance, Short-Term Disability, and Long-Term Disability 401(k) with company match Paid vacation and company holidays Employee Assistance Program (EAP) Live meditation sessions Employee recognition platform Virtual wellness program Remote work environment Visionary leadership team Inclusion & Equal Opportunity Employment Zonda is proud to be an Equal Opportunity Employer committed to fostering a diverse, inclusive, and welcoming workplace. We are interested in every qualified candidate who is eligible to work in the United States.