Client Success Manager, Distributed Retail
Remote
Sales – Distributed Retail /
Regular /
Remote
Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. We leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. Here are some interesting facts to help you get to know Better:
- We’ve funded over $100 billion in loans for our customers, more than any other fintech
- Yahoo! Finance - Best Mortgage Lender for First Time Homebuyers of January 2025: Best lender for quick approval
- Yahoo! Finance - Best Mortgage Lenders of 2025: Best online mortgage lender
- Fintech Breakthrough Award: Best Lending Innovation Award
- Money Magazine - 8 Best Mortgage Lenders of 2025: Best for fast closing
- We are Forbes’ Best Online Mortgage Lender for 2023
- We have raised over $1.2 billion in equity capital to transform the mortgage industry, the largest financial asset class in the world
We are a place where smart, hungry, ambitious people who want to recognize their full potential thrive.
About NEO Home Loans
NEO Home Loans, a community-based retail division of Better, is dedicated to redefining the homeownership experience with trust, innovation, and exceptional service. Our mission is to unlock people’s full financial potential by providing clarity, transparency, and consistency throughout the loan process. We make lending approachable, guiding individuals toward decisions that serve their best interests. Powered by a team of passionate and hardworking professionals, we foster a culture of collaboration, innovation, and personal growth. Join us and be part of a dynamic company committed to excellence.
We are looking for a Client Success Manager (CSM) who is passionate about serving clients beyond the mortgage. This role is about relationship-building, not just transactions. The ideal candidate will nurture lasting client connections, helping families make better decisions about their money, real estate, and overall financial well-being.
Responsibilities:
- Support clients after closing by staying connected and helping them navigate their financial journey in real estate and beyond
- Be a trusted advisor who listens, cares, and always keeps the client’s best interest first
- Maintain and strengthen connections with past clients to encourage repeat and referral business
- Identify opportunities to help clients save money, grow wealth, or reach new milestones
- Work closely with mortgage advisors, branch leaders, and partners to ensure clients receive the highest level of care
- Share insights and opportunities that add value to the client experience
- Be honest, dependable, and nurturing in every interaction
- Model the NEO commitment to transparency, trust, and excellence
Qualifications:
- Minimum of 2 years in mortgage or related real estate/finance role
- Strong communication, organization, and interpersonal skills
- Client-first attitude with a passion for helping families make sound financial decisions
- Honest, caring, proactive, and eager to build relationships that last
Company Benefits
Our total rewards package consists of an hourly wage and a curated benefits plan. We are thrilled to offer all our full-time employees the following benefit offerings:
- Benefits eligibility effective DAY ONE
- *$0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution (*Additional Medical, dental, vision plan options also all with nationwide coverage)
- Flexible PTO
- Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up! First few visits at no cost to you!
- Personalized care for every fertility and family care journey for our employees and their partner!
- Dependent care benefits (i.e. childcare and/or elder care costs) and commuter benefits both include a company match!
- Discount programs and perks including pet Insurance!
The compensation offered for this role will be based on multiple factors such as location, the role’s scope and complexity, and the candidate’s experience and expertise, and may vary from the range provided.
Disclaimer
Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law.
We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.
