Client Success Representative
Plat AI
Client Success Representative
Plat.ai builds an AI-driven loan origination platform that powers home-improvement financing for banks and specialty lenders. Our team blends deep lending knowledge with modern cloud engineering to deliver fast credit decisions, clear analytics, and a secure borrower experience.
Role Summary
You will be the daily voice of Plat.ai for each LOS client. From the first support ticket to post-release feedback, you will own client satisfaction, keep requests clear, and guide user-acceptance testing so the product team can ship the right features on time.
Key Responsibilities
- Relationship & Communication: Serve as the single point of contact through Slack, email, and scheduled calls. Provide concise status updates and escalate blockers within one business day.
- Request Intake & Ticket Creation: Log every new client request in the SUP Service Desk. Tag urgency and business value, then clone or link the ticket to the LOS project when development is needed. Confirm each request has business context and draft acceptance criteria before handing it to the Product Manager.
- UAT Coordination: Plan and run user-acceptance test cycles. Prepare demo environments and test data, walk clients through scripts, collect sign-off, and record issues for triage.
- Release & Feedback Loop: Draft client-specific release notes and a short demo video each sprint. Gather feedback and channel it back to the Product Manager.
- Configuration & Documentation: Keep client rate sheets, email templates, contact lists, and status dashboards current in Confluence.
Ownership & Boundaries: You own client satisfaction, UAT readiness, and the clarity of inbound requests. Roadmap prioritization, ticket grooming, and technical specifications remain with the Product Manager and Solution Engineer.
Qualifications
- 3+ years in Client Success, Account Management, or Implementation for a SaaS or FinTech product.
- Familiarity with lending workflows, banking compliance, or loan origination systems.
- Experience with Jira (or similar ticketing tools) and Confluence.
- Clear written and spoken English; able to explain technical topics to non-technical users.
- Strong organization skills and a follow-through mindset.
- Comfort working across time zones and juggling multiple clients.
Nice-to-Have
- Background in home-improvement financing or consumer lending.
- Basic SQL or data-query skills for ad-hoc troubleshooting.
- Experience recording quick demo videos (Loom or similar).
Compensation and Benefits
- Competitive salary and performance bonus
- Medical, dental, and vision coverage
- 401(k) with company match
- Paid time off plus holidays
- Quarterly learning stipend
- Monthly gym membership support
- Modern office in central Glendale, stocked kitchen, and regular team lunches
- Additional perks as we keep expanding our benefits program
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Success Representative in Glendale, CA vacancy
- ...company, seeking motivated individuals to join our remote Customer Success team. We work with union members, associations, and families to... ...utilize their benefits. No cold calling is required—qualified clients are provided. If you enjoy helping people, building...SuggestedRemote jobFull timeWork from home
McQuade Organization
Glendale, CA1 day ago - ...service experiences? We ’re looking for motivated individuals to join our growing team as Customer Success Associates. In this role, you’ll build meaningful relationships with clients, provide personalized support, and help customers get the most value from our services....SuggestedFull time
McQuade Organization
Glendale, CA3 days ago $65k - $87k
...Customer Success Consultant – Higher Education Job Details Act as a strategic advisor to educators by aligning product usage with institutional... ...‑focused environment Requirements 3+ years of customer/client success or account management experience Strong presentation...SuggestedWork from homeNight shiftECA Recruiters
Los Angeles, CA3 days ago$25 per hour
...A leading window treatment company in Los Angeles seeks a Client Success and Operations Specialist to ensure customer satisfaction from order to installation. The role involves handling client escalations, supporting daily operations, and enhancing the overall customer...SuggestedFull timeEverhem
Los Angeles, CA1 day ago- ...Join ChristianSky Agency as a Customer Success Representative! Empower Your Career, Unlock Your Potential, and Work from Anywhere! At ChristianSky... ...As a key member of our team, you’ll: Engage with Clients: Respond to inbound requests and inquiries about financial...SuggestedFor contractorsImmediate startRemote workWork from homeFlexible hours
ChristianSky Agency
Pasadena, CA1 day ago $25 per hour
Client Success and Operations Specialist Everhem is here to change the perception of window treatments for the busy design‑oriented consumer... ...to ensure timely resolutions and consistent communication. Represent the “voice of the customer” by surfacing insights and trends...Full timeShift work- Stride Consulting is looking for a Senior Client Success Specialist in California, Los Angeles. This role involves working with Senior Client Success Managers to enhance client satisfaction and resolve challenges faced by learners. You'll collaborate cross-functionally...Flexible hours
- Stride Consulting is hiring a Senior Client Success Specialist in Los Angeles, CA. This role focuses on operational support for clients, aiming to enhance learner experiences and client satisfaction. The ideal candidate will possess skills in client relationship management...
$23 - $26 per hour
...Customer Success Representative Come join a winning team! Since 1970 Plastic Express has met the bulk trucking, bulk terminal, packaging, and warehousing needs of the plastics industry. Our strategic locations, modern systems, and dedicated employees allow us to provide...Hourly payFull timeWork at officeImmediate startMonday to Friday$25 - $28.85 per hour
...do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great... ...-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact....Hourly payWork at officeImmediate startWork from homeShift workDay shift$75.8k
...role play a mock call with a school partner Step 3: 1 hour interview to ensure you have the mindset and traits we know lead to success in the role Ready to Apply We welcome applicants with diverse backgrounds, and different experiences and perspectives - just...Full timeTemporary workWork at office- ...Customer Success Specialist (Bike Expert), Los Angeles Upway is a fast-growing startup building the world's largest e-commerce site for e-bikes. We are rapidly expanding in our mission to make electric mobility more accessible and reduce waste! We are now hiring a Customer...Immediate start
$70.3k
...accommodation or an alternative application process. Customer Success Specialist 26 days ago Requisition ID: 1059 Salary: $70,304.00... ...Must have a dynamic, high-energy personality and passion to serve clients that creates a positive impact in the community while improving...Temporary workLive inLocal areaWork from homeShift work- A fast-growing technology startup in Los Angeles is seeking a motivated Customer Success Representative to join its team. The role involves connecting with customers, leading meetings about the product, and working with sales and implementation teams. Candidates should...
- A dynamic tech company is seeking a Customer Success Specialist to ensure customers achieve their goals using our products. This entry-level remote position involves building relationships, providing support, and conducting onboarding sessions. Ideal candidates are organized...Remote jobFlexible hours
$65k - $75k
...Full-time Negotiable Unknown Who We Are In the past, to be a successful restaurateur, you simply had to have a passion for food and a... ...and recommendations. What We’re Looking For 1-3+ years in a client-facing role such as Customer Success, Account Management, or Operations...Full timeTemporary workWork at officeFlexible hours- Job Description: We are seeking an enthusiastic and proactive Customer Success Specialist to join our team. In this entry-level remote role, you will be responsible for ensuring our customers achieve their desired outcomes while using our products and services. You will...Remote jobFlexible hours
$75k - $85k
...people is the most powerful way to drive success—for individuals and organizations alike.... ...a highly motivated and driven Senior Client Success Specialist to join our team. This... ...trends, surface feedback to all parties, and represent the learner perspective internally to...Work at officeImmediate startFlexible hours- Job Title: Customer Success Specialist Location: Los Angeles, CA (Onsite - Downtown Los Angeles) Position: Full-Time Reports To: Customer Success Manager About the Company TGR Solutions, Inc. is an industry leader in cutting‑edge robotic solutions based in the heart...Full timeWork experience placementWork at officeLocal area
- A leading robotic solutions company based in Los Angeles is seeking a Customer Success Specialist to ensure customer satisfaction and product adoption. This role combines onboarding new customers with ongoing relationship management. The ideal candidate will possess strong...
$55k - $70k
...About the role Softline Solutions is on the hunt for a Customer Success Manager who thrives in a fast-paced, startup-style environment... ...marketing agency that’s growing fast. You’ll be the bridge between our clients and our internal teams—helping businesses succeed through sharp...- ...who knows how to make that happen. You'll be the first voice clients hear, and your job isn't just to inform them, it's to inspire... ...an Equal Opportunity Employer. Employment is contingent upon successful completion of a background check and drug screening. #J-18808-...Full timeShift work
Serenity Mental Health Centers
Glendale, CA4 days ago $26.5 - $27.75 per hour
...hardworking Catering Sales Coordinator to help us improve upon our success. You will be at ease communicating with others and take pride... ...daily sales analysis, as needed. Gather information regarding client needs and satisfaction with services performed. Assist in...Hourly payTemporary workWork experience placementWork at officeLocal areaUniversity of Southern California
Glendale, CA10 hours ago$76.71k - $119.26k
Senior Seller Success Specialist II role at SHEIN Distribution Corporation in Los Angeles. Responsible for managing and growing relationships with SHEIN Marketplace selling partners, identifying opportunities, driving growth, and optimizing performance for US sellers on...Temporary workWork at officeFlexible hours- ...with proactive outbound engagement to identify member needs, deepen relationships, and recommend appropriate financial solutions. Success in this role requires a consultative sales approach, operational discipline, and consistent performance across both sales production...
Page Mechanical Group Inc
Burbank, CA1 day ago $18 per hour
...merchandise correctly, and handle with care to prevent damage. Greet clients and answer phones in a prompt, professional, and polite manner... ..., moving furniture in showroom and warehouse. Able to successfully complete pre-employment background, physical, and drug screening...Bi-weekly payHourly payFull timeWork experience placementScandinavian Designs | Dania Furniture
Glendale, CA1 day ago- Indicle in California is looking for an Enterprise Customer Success Lead focused on managing relationships with large-scale healthcare... ...possess strong relationship management abilities, and can analyze client needs to enhance service delivery. Regular on-site visits will...
- Position Summary The ClinicMind Enterprise Customer Success Lead serves as the primary strategic partner and advocate for our enterprise healthcare clients. This role is responsible for driving account retention, ensuring customer satisfaction, and fostering deep, trust...Contract work
- A prominent education technology company is seeking a Senior Customer Success Manager in a remote position. This role involves managing strategic customer engagements, driving adoption of educational products, and collaborating with sales to enhance customer experiences...Remote jobContract work
$5,000 per month
Viva Benefits - Part‑Time (Contractor) Bilingual Community Success Manager (Glendale, AZ) As a Community Success Manager (CSM), you will serve as a personal, in‑person point of contact for 300+ families across apartment communities in Glendale and Phoenix, Arizona. Your...Hourly payPart timeFor contractorsImmediate startRemote work10 hours per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Representative. Be the first to apply!
Related searches
- airport customer experience specialist Glendale, CA
- customer support representative Glendale, CA
- service person Glendale, CA
- work from home customer service advisor Glendale, CA
- e-commerce customer service representative Glendale, CA
- client engagement specialist Glendale, CA
- spanish customer service representative Glendale, CA
- warehouse customer service representative Glendale, CA
- food service sales representative Glendale, CA
- customer service officer Glendale, CA