Client Success Manager, Distributed Retail

Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. We leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. Here are some interesting facts to help you get to know Better:

• We’ve funded over $110 billion in loans for our customers, more than any other fintech
• Yahoo! Finance - Best Mortgage Lender for First Time Homebuyers of January 2025: Best lender for quick approval
• Yahoo! Finance - Best Mortgage Lenders of 2025: Best online mortgage lender
• Fintech Breakthrough Award: Best Lending Innovation Award
• Money Magazine - 8 Best Mortgage Lenders of 2025: Best for fast closing
• We are Forbes’ Best Online Mortgage Lender for 2023
• We have raised over $1.2 billion in equity capital to transform the mortgage industry, the largest financial asset class in the world
  
  
  
  

We are a place where smart, hungry, ambitious people who want to recognize their full potential thrive.

About NEO Home Loans
NEO Home Loans, a community-based retail division of Better, is dedicated to redefining the homeownership experience with trust, innovation, and exceptional service. Our mission is to unlock people’s full financial potential by providing clarity, transparency, and consistency throughout the loan process. We make lending approachable, guiding individuals toward decisions that serve their best interests. Powered by a team of passionate and hardworking professionals, we foster a culture of collaboration, innovation, and personal growth. Join us and be part of a dynamic company committed to excellence.

We are looking for a Client Success Manager (CSM) who is passionate about serving clients beyond the mortgage. This role is about relationship-building, not just transactions. The ideal candidate will nurture lasting client connections, helping families make better decisions about their money, real estate, and overall financial well-being.

Responsibilities:

• Support clients after closing by staying connected and helping them navigate their financial journey in real estate and beyond
• Be a trusted advisor who listens, cares, and always keeps the client’s best interest first
• Maintain and strengthen connections with past clients to encourage repeat and referral business
• Identify opportunities to help clients save money, grow wealth, or reach new milestones
• Work closely with mortgage advisors, branch leaders, and partners to ensure clients receive the highest level of care
• Share insights and opportunities that add value to the client experience
• Be honest, dependable, and nurturing in every interaction
• Model the NEO commitment to transparency, trust, and excellence
  
  
  
  

Qualifications:

• Minimum of 2 years in mortgage or related real estate/finance role
• Bilingual proficiency in Spanish is highly preferred
• Strong communication, organization, and interpersonal skills
• Client-first attitude with a passion for helping families make sound financial decisions
• Honest, caring, proactive, and eager to build relationships that last
  
  
  
  

Company Benefits
We’re proud to support our employees and their families with a benefits package designed to care for their health, well-being, and everyday life. All full-time and benefit-eligible part-time employees can enjoy the following benefits:

• Day One Coverage – Your benefits begin on your first day, so you’re supported from the start
• Nationwide Medical, Dental & Vision Coverage – Comprehensive plans that travel with you, wherever you are
• Mental Health Support When You Need It – Immediate access to virtual therapy with licensed providers for you and your eligible dependents (ages 6+), with your first few visits covered at no cost!
• Health Savings Account (HSA) – Includes an employer contribution to help you plan for healthcare expenses
• Employer-Funded Dependent Care FSA – Support for childcare and/or dependent care costs
• Disability & Life Insurance – Provided at no additional cost to give you added peace of mind
• Flexible PTO – Time off when you need it, so you can recharge and focus on what matters most
• Extra Perks & Discounts – Including pet insurance, savings programs, and more to support life beyond work
  
  
  
  

The compensation offered for this role will be based on multiple factors such as location, the role’s scope and complexity, and the candidate’s experience and expertise, and may vary from the range provided.

Disclaimer
Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law.

We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.