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Customer Success Intern at a Mortgage-Focussed startup

Company Overview

A forward-thinking company operating in the real estate and finance space, known for combining data-driven insights with excellent client support. The team is focused on delivering a seamless customer experience while continuously innovating and expanding their core product. This role offers an exciting opportunity to gain exposure to both operational and strategic aspects of the business.

Role Overview

The position is centered on supporting the core product and will be divided into two main areas:

  1. Operational Support:

    • Provide customer support using Zendesk, ensuring timely and accurate responses to client inquiries.
    • Conduct manual document reviews for client analysis.
    • Perform ad-hoc administrative tasks, including preparing invoices and maintaining platform accuracy.
  2. Customer Success:

    • The key ‘go-to’ person for support between our firm and the mortgage broker
    • Calling our clients so must be comfortable on the phone
    • A knowledge of the world of mortgages is helpful

Ideal Profile

  • Native Spanish speaker with fluent English.
  • Analytical mindset with the ability to interpret data and identify actionable insights.
  • Comfortable communicating with clients (customer support) and partners (account management).
  • Background in mortgage, real estate, or finance is a plus but not mandatory.
  • Organized, detail-oriented, and eager to contribute to a fast-paced, data-driven environment.

This internship offers a unique opportunity to work directly on impactful projects while gaining valuable insights into the real estate and finance industries. If you’re analytical, client-focused, and excited to make a difference, this is the role for you!

Remuneration will be discussed during an interview

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