Jobs at Mortgage Automator (Now Hiring) — 3 open

Mortgage Automator

Customer Success Manager

Toronto, Ontario, Canada · Hybrid

Mid level

Serve as the primary point of contact for an assigned portfolio of clients, building trusted, long-term relationships grounded in consistent communication and follow-through.Guide new clients through onboarding, ensuring…

Skills: Customer success, Relationship management, Onboarding, Product demonstrations, Account monitoring

Mortgage Automator

Sales Account Executive

Phoenix, Arizona, United States · Hybrid

$140k–$180k/yr

Mid level

About Mortgage Automator Founded in 2017 and headquartered in Toronto, Mortgage Automator is the leading all-in-one SaaS platform purpose-built for private and asset-based lenders. Powering over $95+ billion in funded lo…

Skills: Value-Based Selling, Outbound Prospecting, Contract Negotiation, MEDDPICC, C-Suite Stakeholder Management

Mortgage Automator

HR Business Partner

Toronto, Ontario, Canada · Hybrid

Senior

About Mortgage Automator Founded in 2017 and headquartered in Toronto, Mortgage Automator is the leading all-in-one SaaS platform purpose-built for private and asset-based lenders. Powering over $95+ billion in funded lo…

Skills: Employee Relations, Talent Acquisition, HR Compliance, Performance Management, Onboarding

Customer Success Manager

Mortgage Automator

Toronto, Ontario, Canada • Hybrid

Mid level

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Full-time
Paid vacation, Holistic wellness leave, Catered lunches, Professional development, Comprehensive health benefits
Posted 6d ago
~40 hrs/week

Responsibilities

The Customer Success Manager serves as the primary point of contact for clients, managing onboarding, product demonstrations, and ongoing relationship health. They proactively monitor account usage to identify risks and partner with sales to drive upselling and cross-selling opportunities.

Requirements

Candidates must have at least 2 years of experience in a customer-facing role within SaaS, Fintech, or the mortgage industry. Strong interpersonal, communication, and problem-solving skills are essential for success in this fast-paced environment.

Full job description

Serve as the primary point of contact for an assigned portfolio of clients, building trusted, long-term relationships grounded in consistent communication and follow-through.
Guide new clients through onboarding, ensuring they are set up for success and confident in using Mortgage Automator to its full potential.
Deliver product and feature demonstrations that clearly articulate value, helping clients maximize their use of the platform and contributing to Customer Lifetime Value (CLTV).
Proactively monitor client accounts to identify adoption gaps, usage trends, or risks — and take initiative to resolve them before they escalate.
Respond to client inquiries, concerns, and requests in a timely and professional manner, escalating appropriately and coordinating with internal teams to reach resolution.
Advocate for clients internally by gathering and communicating product feedback to the development team, helping shape platform improvements.
Partner with the sales team to identify upselling and cross-selling opportunities that align with client goals and add measurable value.
Other duties as assigned.
2+ Year(s) of Experience in a customer-facing role within SaaS , Fintech or the Mortgage Industry.
Exceptional interpersonal and communication skills, both written and oral.
Proven track record of building and maintaining high customer service rates.
Strong problem-solving skills with an ability to analyze situations and provide innovative solutions.
Able to work independently, manage multiple priorities and thrive in a fast-paced environment.
Education and professional experience considered.

Compensation

On Target Earnings (OTE): CAD 100,000 /annual
Split: 80% Base, 20% Variable

Time-Off & Work Life Balance

Comprehensive Time Off: Competitive paid vacation to unplug and recharge throughout the year.
Holistic Wellness Leave: Dedicated personal leave supporting total well-being, including physical recovery or mental health.
Commuter-Friendly Hybrid: Flexible schedule blending collaborative office time with remote work.

Team Culture & Perks

Catered Lunches: Monthly team lunches to celebrate wins and connect with colleagues.
Growth & Learning: Continuous professional development with internal training and learning opportunities.
Modern Workspace: Professional, supportive environment with tools and technology needed to succeed.
Comprehensive Health Benefits

Related keywords

Customer Success ManagerSaaSFintechMortgage AutomatorClient OnboardingCustomer Lifetime ValueCLTVAccount ManagementProduct FeedbackUpsellingCross-sellingRelationship ManagementCustomer ServiceHybrid Work

About Mortgage Automator

LinkedIn Visit site

The most advanced end-to-end loan origination and servicing software for private lenders.

Industry: Financial Services
Company size: 51-200 employees
Founded: 2017
Headquarters: Toronto, Ontario
LinkedIn followers: 4,001

Mortgage Automator is the most advanced end-to-end loan origination & servicing software for North American private lenders. Perfect for residential, commercial, and construction lending (rehab, fix & flips), in seconds, it auto-generates custom documents, compliance reports, ACH/PAD payments, and more. Improve communication with borrower and investor portals. With customizable templates, products, and user training and support, focus your team on growth and let Mortgage Automator handle the rest.

Offices: 2200 Yonge St, Suite 400, Toronto, Ontario M4S 2C6, CA

Loan ServicingLoan Originationand Mortgage Software

View all jobs at Mortgage Automator

About Mortgage Automator

LinkedIn Visit site

The most advanced end-to-end loan origination and servicing software for private lenders.

Industry: Financial Services
Company size: 51-200 employees
Founded: 2017
Headquarters: Toronto, Ontario
LinkedIn followers: 4,001

Mortgage Automator is the most advanced end-to-end loan origination & servicing software for North American private lenders. Perfect for residential, commercial, and construction lending (rehab, fix & flips), in seconds, it auto-generates custom documents, compliance reports, ACH/PAD payments, and more. Improve communication with borrower and investor portals. With customizable templates, products, and user training and support, focus your team on growth and let Mortgage Automator handle the rest.

Offices: 2200 Yonge St, Suite 400, Toronto, Ontario M4S 2C6, CA

Loan ServicingLoan Originationand Mortgage Software

View all jobs at Mortgage Automator

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