Job Title: Director of Client Engagement
Location: Remote w/ occasional travel as needed. Candidates must be based near a travel-friendly airport to be considered
Compensation Range: $130K - $200K
About ARIVE:
ARIVE is revolutionizing digital mortgage originations by building the industry's first Wholesale Originations Marketplace. We aspire to make home financing more accessible and affordable by empowering local loan originators to find and deliver best-fit, personalized mortgages for consumers from a vast network of lenders, ensuring efficiency and transparency for everyone in the value chain. By seamlessly connecting independent loan originators, top-tier lenders, borrowers, referral partners, credit providers, and property and settlement service providers, we create a seamless, efficient, and transparent process that benefits consumers, originators, and lenders alike.
Position Overview:
We are seeking a Director of Client Engagement - an energetic, hands-on professional who will report directly to the CEO on an interim basis (and eventually to the Head of Client Success). In this pivotal role, you will spearhead all client engagement initiatives, managing and fostering relationships with TPO accounts and lender partners post-onboarding. Your mission is to drive advocacy, deepen product adoption, gather actionable feedback, handle escalations, and ensure the long-term success of our clients. By complementing our sales, support, and onboarding efforts, you will play a critical role in maximizing growth and reducing churn. You will keep executive leadership informed and engaged with all key client stakeholders, ensuring alignment between client needs and company strategy at the highest level. The ideal candidate is both a creative thinker and an effective doer, with a passion for client advocacy and a proven track record in enhancing client satisfaction, product adoption, and retention in a high-growth SaaS environment. Join us to make a meaningful, sustainable impact alongside some of the industry's brightest minds.
Key Responsibilities:
- Develop and execute a client engagement strategy for TPOs and lenders that aligns with ARIVE’s vision, fostering excellence, collaboration, and continuous improvement in client relationships.
- Lead a small team of client engagement managers, ensuring they effectively build and maintain strong client relationships while driving key engagement initiatives.
- Oversee post-onboarding client relationships, collaborating with cross-functional teams to ensure ongoing satisfaction and success.
- Build and nurture strong relationships with key stakeholders, understanding their business objectives, and advocating for their needs.
- Develop strategies to drive client growth, generate references, reduce churn, and ensure sustained engagement.
- Drive product adoption and long-term client success through targeted engagement initiatives and feedback mechanisms, including influence councils.
- Handle client escalations promptly, delivering solutions that reinforce trust, satisfaction, and loyalty.
- Keep the CEO informed and engaged with key clients, ensuring executive alignment on strategies and priorities. Track and analyze client engagement metrics, providing actionable insights and regular updates to executive leadership.
Things We Look For:
- Bachelor's degree in Business, Marketing, or a related field; MBA is a plus.
- 8+ years experience in client engagement, account executive, or related roles
- At least 5+ years in the mortgage industry with deep understanding of the overall loan origination process
- Strong leadership and people management skills, with the ability to inspire and motivate a team
- Must be active and savvy on social media (Linkedin, Facebook, etc)
- Excellent communication and interpersonal skills, with the ability to identify and provide value proposition for varying client needs.
- High level of integrity and a strong commitment to building a successful company and nurturing customer relationships.
- Past experience in HubSpot CRM, Broker LOS, such as Calyx Point, LendingPad, Encompass, Lender TPO is a strong plus
- Ability to analyze data and metrics to drive informed decision-making.
- Ability to travel up to 20% (corporate office travel, industry-related conventions, client meetings, etc)
Benefits:
- Competitive salary and performance-based bonuses. Total compensation will be determined based on the candidate’s location, experience, and skill set.
- Comprehensive health, dental, and vision insurance with 401K match
- Remote work flexibility
- Opportunities for professional growth and development
- A supportive and inclusive company culture
Note: ARIVE is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status or any other characteristic protected by local, state, or federal laws, rules, or regulations.
What We Do
Stuff for brokers is broken. We’ve fixed it. Are you ready to ARIVE?
WHO WE ARE
ARIVE was founded in 2018 in order to support mortgage brokers with up-to-the-minute technology, putting the machine in service of the human instead of the other way around.
WHO WE SERVE
As an independent mortgage broker, you need technology that gives you the tools to succeed, then gets out of your way so you can what you do best — serve your borrowers. That’s why ARIVE was meticulously constructed. We’ve done all the work on the back end to make it easy on the front.
WHAT WE DO
Manage leads. Lock rates. Serve your borrowers. All within a comprehensive mortgage ecosystem like nothing else out there: CRM, POS, LOS, Registration — and a first of its kind Lender Marketplace where brokers can compare products and rates from multiple lenders at a glance.
ARIVE. We get you there. And we’re just getting started.
WEBSITE
ARIVE.com
ARIVE is a wholly owned subsidiary of Wizni, Inc.
