Client Success Representative

About Plat.ai

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