Customer Success Manager Mortgage

Location: US (Remote)

Compensation: $110000 - $130000 per year + Commission + Equity

Argyle is a fast-growing remote-first Series C startup solving a consumer data problem.

For decades financial service providers and other businesses have collected and verified consumer income employment and asset data the same way: by hand or via verification databases. These methods are expensive time consuming high friction and/or unreliable. In turn experiences like applying for a loan or completing a background check are challenging for service providers and consumers alike.

The solution is Argyle. We’re the leading provider of direct-source consumer-permissioned income employment and asset verifications. We make it fast and easy to gain secure and reliable access to the most complete real-time datasets stored in consumers’ payroll and banking accounts so service providers can automate verification workflows save time reduce risks lower costs and build better product experiences.

Named one of America’s Best Startup Employers of 2025 by Forbes Argyle largely serves the mortgage government benefits tenant screening personal lending and background check industries as well as the gig economy.

Founded in 2018 Argyle’s commitment to innovation is backed by investors including Bain Capital Ventures Checkr Mastercard Rockefeller Asset Management and SignalFire.

The Customer Success team at Argyle combines product and industry knowledge with relationship-building skills to help our customers achieve the most from the Argyle product. We believe there is incredible value in harnessing payroll and banking information and we help implement and support solutions for our clients to leverage that data.

You will be the primary point of contact for our most strategic customers and will work with them through all process stages including integration scaling product expansion and account management. You will be responsible for analyzing customer data and working directly with our product team to enhance future value. You will also be tasked with building the materials and processes to enable a repeatable customer success model.

• Own the customer lifecycle by onboarding new clients driving adoption tracking renewals and working closely with the sales team on upsells and cross-sells
• Manage and nurture multiple customer relationships including proactively and confidently engaging with key contacts to convey the value of our product
• Monitor KPIs and customer health to reduce churn risk promote retention and improve the overall customer experience
• Troubleshoot and provide insights on how to use the various features of our API while working closely with the support team as a point of escalation for complex issues
• Operate within and continuously improve established systems and processes to deliver a consistent and scalable customer success experience

• Requirements
• • 3+ years of experience in a customer-facing solution-oriented role
  • Experience in the mortgage industry
  • Ability to develop strong loyal and long-lasting client relationships
  • Strong technical acumen coupled with the desire to learn the ins and outs of Argyle's API
  • Comfortable using AI tools in day-to-day work (e.g. drafting research workflow automation synthesizing customer insights) and curious about how AI can improve how you work
  • Exceptional ability to prioritize tasks and work independently
  • Excitement to perform and deliver in a high-growth environment and strive for continuous improvement
• Nice to haves
• • Experience at a high-growth startup or scale-up
  • Experience with Point-of-Sale and Loan Origination Systems

At Argyle you’ll be part of a remote-first globally distributed team with competitive pay and equity to match. You’ll work alongside smart thoughtful and ambitious teammates who genuinely care about delivering best-in-class service. We hold ourselves to a high standard but keep egos out of it - everyone has real ownership and the flexibility to work in a way that suits them including flexible time off. We’re intentional about building an inclusive team where different backgrounds and perspectives lead to better ideas and stronger collaboration. Sounds like a place you'd thrive? Apply today.

What We Do

Argyle is the leading provider of direct-source consumer-permissioned income and employment verifications making it fast and easy to gain secure and reliable access to the most complete real-time datasets stored in consumers’ payroll accounts. With Argyle service providers automate verification workflows to save time reduce fraud and compliance risks lower costs and build better product experiences. Named one of America’s Best Startup Employers of 2025 by Forbes Argyle largely serves the mortgage personal lending tenant screening and background check industries as well as the gig economy. Argyle is also an authorized report supplier for Fannie Mae’s Desktop Underwriter® validation service a component of Day 1 Certainty® and Freddie Mac’s Asset and Income Modeler (AIM) part of Loan Product Advisor℠. Founded in 2018 Argyle completed its Series C funding round in 2024 and has raised over $100 million in capital.

Why Work With Us

Part of our strength is drawing on the best talent from around the world without constraining ourselves to geographies. In other words we care about the merit of your work not where you work from.

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