Total Expert is a fintech company offering a purpose-built customer engagement platform for financial institutions, enabling seamless marketing, compliance, and customer relationship management to drive growth and loyalty.
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Total Expert is seeking a Director of Customer Success to lead its CSM organization, execute a scalable retention operating model, and drive measurable customer value, renewals, and expansion across its financial-services SaaS customer base.
Total Expert is hiring a VP of Customer Retention & Loyalty to turn customer data into portfolio risk analysis, retention playbooks, and a new subscription advisory offering for mortgage clients.
