Associate Customer Success Manager
Total Expert
About this role
The Associate Customer Success Manager supports digital-led, lower-tier customers by providing foundational relationship management to drive product adoption, satisfaction, and retention. This role serves as an entry point into Customer Success, developing core skills while working closely with senior CSMs. It focuses on assisting with onboarding, customer inquiries, and account health activities within a financial technology environment. The position operates within Total Expert’s customer engagement platform serving banks, lenders, and credit unions.
Skills
About Total Expert
totalexpert.comTotal Expert is a purpose-built customer engagement platform for financial institutions. It combines CRM, marketing automation, and compliance-aware workflow to help banks, credit unions, and lenders create sustainable growth and increase customer loyalty. The platform centralizes customer data, automates lifecycle campaigns, and delivers reporting and analytics to improve acquisition, cross-sell, and retention. Total Expert integrates with core systems used by financial services and is widely adopted across the industry.
Recent company news
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Aug 13, 2025
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Jun 10, 2025
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Jan 18, 2022
MediumJoe Welu Of Total Expert On The Future Of Money and Banking | by David Liu | Authority Magazine
Apr 18, 2022
Business WireTotal Expert Helps Customers Navigate the Most Challenging Market in Decades While Powering the Customer Journey for 36% of U.S. Home Loans
Jan 26, 2023
About Total Expert
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Total Expert.
Salary
$60k – $75k
per year