plat
Client Success Representative
Glendale, California
Sponsorship not specifiedDetected 20 days ago
SQLJiraAccount ManagementCommunication
About the role
- Role Summary You will be the daily voice of Plat.ai for each LOS client.
- 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.
Responsibilities
- You own client satisfaction, UAT readiness, and the clarity of inbound requests.
Requirements
- 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.
- Comfort working across time zones and juggling multiple clients.
- Clear written and spoken English
- able to explain technical topics to non-technical users.
- Strong organization skills and a follow-through mindset.
- Nice-to-Have
- Compensation and Benefits
- Competitive salary and performance bonus
- Medical, dental, and vision coverage
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).
- 401(k) with company match
- Modern office in central Glendale, stocked kitchen, and regular team lunches
Skills
- About Plat.ai
- Role Summary
Compensation
- Compensation and Benefits
Benefits
- Paid time off plus holidays
- Quarterly learning stipend
- Monthly gym membership support
- Additional perks as we keep expanding our benefits program
This listing is sourced directly from plat's careers page and normalized into a canonical job model.