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CRM System Customer Success Mgr./ CSM Client Relationship Manager

Remote Client Success Specialist - Real Estate Fintech

Remote / Online - Candidates ideally in
Costa Mesa, Orange County, California, 92626, USA
Listing for: Nterval Funding
Part Time, Remote/Work from Home position
Listed on 2026-01-20
Job specializations:
  • Customer Service/HelpDesk
    CRM System, Customer Success Mgr./ CSM, Client Relationship Manager
Job Description & How to Apply Below
A growing financial services company in Costa Mesa is seeking a Client Success Representative to assist real estate agents with commission advances. The role requires guiding clients through the application process, reviewing documentation, and providing exceptional customer service. We're looking for organized communicators with experience in client success or sales, as well as a familiarity with CRM systems like Salesforce.

The position offers part-time hours and remote work flexibility.
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