Senior Manager of Customer Success
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Owning a home is a foundational part of building financial security and wealth in America. However, the tools and technology that support homeownership are antiquated, dependent on things like fax machines, handwritten documentation, and hours of manual review.
We're here to change it.
Vesta is the next-generation system of record to power the multi-trillion mortgage market. We believe that we are overdue for a core transformation – that in order to build a fully automated process and fully digital customer journeys, lenders will have to adopt a system of record platform that is modern, open, and orchestrated by best-in-class software workflows.
Our founding team is no stranger to the complexities of the financial industry. As early employees at Blend, they spent years together focused on creating modern cloud infrastructure for banks. Now, with Vesta, they are transforming the mortgage industry by creating the most flexible, open and automated origination experience, benefitting financial institutions and their customers.
And, we're not alone. We've received $45M in financing from top tier investors, including Andreessen Horowitz, Conversion Capital, Bain Capital Ventures, and Index Ventures.
Our team is small, but mighty. We are a collection of humans who value humility, empathy, self-awareness, and an orientation towards action.
You are deeply curious about how businesses operate. You enjoy understanding workflows, incentives, constraints, and organizational dynamics — especially within operationally intensive industries. You thrive in early-stage environments where ambiguity is high and ownership is real.
You think in terms of outcomes, not activities. You care about measurable impact and can clearly articulate the value your product delivers.
You are comfortable partnering with senior stakeholders and can build trust with operators, executives, and cross-functional leaders alike.
You’re calm under pressure and effective at coordinating internal teams when challenges arise, serving as a structured and accountable escalation point.
You are highly organized and process-oriented, with the ability to build playbooks and systems from scratch.
You can balance proactive strategic engagement with reactive issue management without losing momentum.
You are collaborative by default — able to partner closely with Sales on renewals, with Product on feedback loops, and with Implementation on smooth customer transitions.
Vesta is hiring our first Customer Success team member to own and define the post-implementation customer experience. This is a foundational, high-impact role responsible for ensuring our customers realize meaningful, measurable value from Vesta long after go-live.
You will own a named portfolio of lenders (roughly 8-12 accounts to start, ranging from mid-market to larger enterprise clients) and serve as their primary strategic partner. Your focus will be driving adoption, deepening engagement with new functionality, reinforcing best practices, and ensuring Vesta evolves alongside our customers’ businesses. While Sales will own commercial renewals, you will play a critical role in retention by maintaining strong executive relationships and ensuring customers consistently see operational impact.
This is not a support or troubleshooting role. Instead, you will act as the quarterback for your accounts — coordinating cross-functionally when issues arise, acting as an escalation point, advocating for customers internally, and ensuring alignment between Product, Support, Implementation, and Sales.
As the Senior Manager of Customer Success and first hire in this org, you will also build the foundation for the function. You’ll define playbooks, engagement models, success metrics, feedback loops, and the operating cadence that scales as we grow. You’ll be responsible for hiring the first 1-3 individual contributors on your team, shaping their roles and managing their work.
This role requires both strategic thinking and operational rigor — someone who can zoom out to shape the future of Customer Success at Vesta while staying close to the details that drive customer outcomes.
Benefits and perks:
- Competitive salary and equity
- Robust medical, vision, and dental coverage (~100% of employee premiums are covered)
- Remote-first culture with hubs in New York and San Francisco
- Physical and mental wellness benefits
- Flexible time off (that we expect you to use!)
- Co-working passes and/or work-from-home stipend
- Dining dollars
- 401(K) offering
- Meaningful parental leave - 16 weeks off for birthing and non-birthing parents, applying to adoptions as well
- Company offsites (twice a year)
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Vesta
View Company ProfileVesta (operating at vesta.com) is an AI-native mortgage loan origination system (LOS) platform engineered for modernizing and automating mortgage lending operations. Founded in 2020 by co-founders Mike Yu and Devon Yang and headquartered in San Francisco, CA, Vesta redefines the mortgage industry by replacing outdated, manual loan processes with a fully automated, AI-driven workflow. Under the hood, the platform integrates AI agents with human loan officers, streamlining every stage from application to funding while minimizing errors and accelerating approvals. This allows mortgage lenders, servicers, and technology partners to achieve unprecedented efficiency, reduce operational costs, and enhance customer experiences through seamless digital workflows. Backed by $55 million in funding from top-tier investors including Andreessen Horowitz, Bain Capital Ventures, and Conversion Capital, Vesta is positioned to reshape how mortgage loans are processed in an increasingly digital-first landscape.
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