Total Expert is a leading provider of purpose-built tools designed to help modern financial institutions navigate complex customer interactions and financial decisions. With a strong focus on integrating digital communications with human engagement, Total Expert serves over 185 customers, leveraging data and insights to deliver significant value. The company fosters a culture of innovation and collaboration, aiming to empower financial services organizations, including independent mortgage bankers, banks, credit unions, and insurance companies, to enhance their customer relationships and drive growth.
The Customer Success Manager will build strategic relationships with customers to ensure they achieve maximum ROI from Total Expert products.
The Enterprise Account Executive will manage the entire lifecycle of accounts in the financial services sector, focusing on sales and relationship building.
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