Job Description

Job Description

Job Description

ATTN: Experienced Operations Managers with a passion for Client Success .

As the Director of Client Success at Connection Inc., you will lead a team that drives real impact — creating revenue through client success, building a high-performance team, streamlining product delivery, and creating a world-class client experience.

This role isn’t just about managing operations and client experience; it’s about helping the entire mortgage industry provide a better experience to more homeowners through A.I. technology, coaching, and support .

Our success is built on the values of Competitive Greatness, Sincere Candor, and Unimpeachable Character. We’re not just looking for -someone to hit numbers—we want someone who believes in creating a culture of growth and excellence. As Director of Client Success, you'll inspire and lead a team that's driven by these same values, working together to help your team and our mortgage lender clients grow and thrive.

You'll oversee our entire operations department, building and scaling a team that delivers real results . This isn’t a churn-and-burn environment—we’re about creating healthy growth, lasting success, and relationships.

You’ll design processes and systems to support our explosive growth and ensure we maintain a world-class deliverable and operations culture. We win when our clients win.

Our culture is built around positivity, empathy, personal responsibility, speed, and attention to detail. Not pressure and punishment.

If you've managed an operations team delivering a technical sales product in a high-growth, fast-paced, transactional environment and are ready to make an impact, this is your dream role .

We are experiencing 100% YOY growth and we are ready for a skilled operational manager to help us scale our team and implement strong operational systems that continue our current client and company success.

To enjoy and succeed in this role our perfect partner :

- Has experience building client success systems in a fast-paced small business environment.
- Has experience with attracting talent and building high-performance teams.
- Has experience working directly with clients and creating successful client success teams.
- Has experience with technology based products like CRM’s, SEO, Digital Marketing, A.I. prompts etc.
- Has experience creating and managing customer success scripts, documentation, client and product delivery journeys
- Has experience fostering a culture with core values of high performance, personal development, self-discipline, accountability, celebration of success, and fun.
- Enjoys tracking, accountability, and managing through metrics not emotions.

When you think about the right opportunity for you, your wish list items may include.

- The ability to work from home.
- Autonomy of your time and schedule.
- Ongoing learning and skills development.
- Leadership and development of people.
- Personal development.
- The ability to deliver a high impact product to a community of targeted customers.
- The opportunity to be part of a fast growth success story.

Is This Right For You?

To determine if this is the right opportunity for you here a brief history of Connection Inc.

We serve Loan Officers in the United States and we regularly help our clients double their volumes by helping them implement our proven referral-based success strategies, our CRM, our appointment-setting service, and A.I. powered digital marketing services.

16 years ago our founder started in the mortgage industry and quickly realized that technology would be crucial for The Modern Loan Officer. Since that time Connection Inc. has grown from a small digital marketing agency to one of the premier sales enablement platforms for loan officers in the United States .

We book referral-based appointments for our clients by calling and running the sales systems to their past clients, past referral partners, and new referral partners.

As our clients' businesses grow they need a CRM, help to manage their CRM, help to set their appointments, and help building their online presence.

Connection Inc. offers the done with you technology solutions that help our clients solve these problems and scale even further.

We regularly help loan officers close twice as many loans while working half the amount of time which has led to our incredible growth.

This leads us to the need to fill this very important new role within the organization.

What this is …

You will be responsible for working directly with our account managers, clients, and founders to create client success teams, processes, and standards of service for all 3 of Connection Inc.’s product lines.

Right now we are getting fantastic results and referrals but it is due to the quality of our people, not our systems.

This role is to come in and document and create the most powerful process for our team members and our clients. Create an accountability and customer journey around the experience and then create a standardized client success process across all 3 product lines.

Then, to attract, hire, and build a high-performance team that delivers our client success journey at scale.

The measurements for success in this role are client churn, client referrals, reviews, survey scores, and revenue retained.

You will need to be self-managed and be able to quickly act to implement your vision for success.

What this is not …

- An executive role at a large corporate company.
- Stepping in and managing an existing process and team with standardized deliverables.
- Slow-paced.
- A punch in and punch out job where you do not feel fulfilled.
- An environment where you are micromanaged or forced to wait for decisions from senior staff.

What next?

If you feel that this is the right opportunity for you and you already have experience being successful in a similar role email your resume to chris@connectionincorporated.com with the subject line, Director of Client Success .

Please include your resume and a brief outline of why you feel your work history makes you the right fit for this opportunity.

Thank you and all the best! Company Description

At Connection Inc. we are helping create the future of the mortgage industry by helping our clients successfully implement A.I. The Loan Officer CRM. Providing database marketing and appointment setting services and digital marketing that gets results. We also provide the coaching, support and accountability that help keep our clients motivated and getting results.

Company Description

At Connection Inc. we are helping create the future of the mortgage industry by helping our clients successfully implement A.I. The Loan Officer CRM. Providing database marketing and appointment setting services and digital marketing that gets results. We also provide the coaching, support and accountability that help keep our clients motivated and getting results.

Job Tags

Work from home,

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