Customer Success - Lender - Customer Success Manager
Listed on 2026-01-19
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Customer Service/HelpDesk
HelpDesk/Support, Client Relationship Manager, Customer Success Mgr./ CSM, Bilingual -
Business
Client Relationship Manager, Customer Success Mgr./ CSM
Customer Success - Lender - Customer Success Manager
United States
Job DescriptionPosted Monday, December 29, 2025 at 8:00 AM
At Light Box, we strive to not only equip confident, data-driven decisions across sectors, but to also enrich lives by bringing people, information, and technology together. As a company with a wide range of clients, we believe a diverse workforce is crucial to success. Our commitment to inclusion across race, gender, age, religion, identity, and experience is the foundation upon which we operate and connect with our customers and the communities in which we work.
With our expertise, we are producing the best available data, workflow tools, technology, and analytics to support everyone making a real estate decision. There has never been a better time to make an impact and we invite you to join us on this journey.
Light Box is a leading provider of data and workflow solutions across commercial real estate and location intelligence. Our solutions deliver the depth, speed and accuracy that enable insights to over 50,000 brokers, 1,000 banks and lenders, 1,000 law firms and 5,000 environmental consulting and engineering firms.
Position Overview:The Customer Success Manager will be reporting to the Director, Customer Success to ensure our clients achieve the full potential of our lending products, Collateral
360 and RIMS. This position will be responsible for building relationships with key stakeholders to foster collaboration, develop an understanding of client’s needs and challenges, identify solutions, and educate users to increase client retention, growth, and loyalty.
- Help customers implement and realize the full value of Light Box lending solutions, partnering with them to achieve their performance objectives within our solutions.
- Drive product usage and adoption by understanding the customer’s workflow and guiding them to features or data relevant to their use cases.
- Deliver continuous product training and insights to help customers discover new and efficient functionality.
- Engage proactively with customers through periodic check-ins and touchpoints to understand their changing business needs.
- Highlight risks and opportunities for Account Managers to drive positive renewal outcomes.
- Advocate within Light Box on behalf of our customers to shape investments within Collateral
360 and RIMS. - Identify unmet customer needs and pass leads for upsell opportunities to our Account Managers.
Education
- Bachelor’s degree in business, communication, or related discipline preferred; or
- 5+ years of experience in a customer facing role, such as onboarding, account management, or technical support.
- Experience using platforms such as Salesforce, Zen Desk, or Jira.
- Experience creating onboarding processes and customer success plan/playbook.
- Ability to quickly understand technical products and explain concepts to non-technical audiences.
- Ability to work effectively across multiple departments in a deadline-driven environment.
- Active team-player, initiative-taker, and multi-tasker who can quickly adjust priorities to ensure client satisfaction.
- Strong business professional communication and people skills.
- Strong problem-solving and analytical skills.
- Sitting for extended, continuous periods of time.
- Use of computer/monitor for extended periods of time.
This job description is a general listing of the required tasks and expectations of the position and in no way implies that the duties listed above are the employee’s only responsibilities. The employee is expected to perform other tasks, responsibilities and training as instructed by their supervisors. Duties and responsibilities may change at any time with or without notice. This position may require additional hours outside of the standard work schedule including occasional holiday, evening and/or weekend hours to meet deadlines or to accommodate customers.
Light Box and all its holding companies are an equal opportunity/affirmative action employer. It is the policy of the Light Box and its holding companies to prohibit discrimination of any type and to afford equal employment opportunities to employees and applicants, without regard to race, color, religion, sex, national origin, age, disability, or veteran status.
We thank all applicants in advance for their interest in this position, however, only those selected for an interview will be contacted.
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