CapCenter
Client Success Manager
Location: Richmond, VA
Employment Type: Full-Time
About Us
CapCenter is a modern mortgage, real estate, and insurance company committed to simplifying the home buying, selling, and financing journey. We combine expert guidance, innovative technology, and unmatched customer service to put clients at the center of everything we do.
We’re growing our Client Success team to strengthen the early-stage experience for our future clients by helping them better understand the mortgage and homebuying process, clarifying their goals, assessing their readiness and articulating CapCenter’s unique value proposition.
Position Overview
The Client Success Manager (CSM) will serve as the client’s first trusted advisor , playing a critical role in shaping the early stages of the homebuying/owning journey. This role is responsible for intaking, qualifying, managing, and nurturing early-stage purchase mortgage and real estate leads generated by our marketing team.
You will help clients understand their readiness, clarify goals, overcome financial or logistical barriers, and prepare them for meaningful conversations with our mortgage and real estate experts. You’ll manage a small portfolio of high-intent buyers and provide personalized guidance, ensuring they feel confident, informed, and supported.
This position also plays a critical role in post-close satisfaction , ensuring clients who originated from your managed leads had a great experience, closing the loop, and helping generate reviews and referrals.
Key Responsibilities
Qualifications
Preferred
We offer a competitive compensation package to include base salary, annual bonus, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.