Customer Success Analyst

CONVENTUS MISSION AND VISION

Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $25 billion real estate bridge loan marketplace. True to the Latin origin of the company’s name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.

POSITION

As an Analyst, Customer Success, you will be a key contributor to our sales team's success. We are searching for an ethical and highly detail-oriented, organized professional with the desire to go the “extra mile” who shares our values and vision.

LOCATION : SF, Hybrid

RESPONSIBILITIES

Administrative Support

• Monitor and ensure timely progression of deals through the pipeline and processing stages.
• Facilitate client communications and support in advancing loans to closing, while fostering long-term client relationships.
• Maintain organized documentation of sales training, meeting summaries, client acquisition strategies, and sales and marketing practices.
• Assess and qualify incoming deals.

Client Success & Relationship Management

• Support initiatives focused on customer retention, client satisfaction, and referral generation.
• Coordinate and send personalized thank-you notes and client appreciation gifts.
• Administer client satisfaction surveys, evaluate feedback, and help implement improvements to optimize service quality and client experience.

Lead Generation & Marketing

• Utilize lead generation tools and social media platforms to identify, research, and engage prospective clients.
• Manage and execute social media campaigns to support brand visibility and engagement.
• Conduct outreach to build and nurture strategic partnerships within the real estate industry.
• Perform market research, including competitor analysis, product insights, and marketing collateral review.

General

• Perform additional duties and special projects as assigned to support team and company goals.

DESIRED CHARACTERISTICS

• Strong organizational and time management skills with the ability to prioritize effectively and meet deadlines.
• Bachelor’s degree.
• Previous experience in loan processing is highly preferred.
• Background in the real estate and/or mortgage industry is a plus.
• Demonstrated intellectual curiosity about financial products and a drive to contribute to sales strategy optimization.
• Proficient in Microsoft Office Suite, with advanced Excel skills (e.g., pivot tables, complex formulas, linking workbooks).
• Excellent attention to detail and active listening skills.
• Strong interpersonal skills with clear and professional written and verbal communication abilities.

Mindset and Character

At CHC, we look for future employees who demonstrate and have the mindset and character of our core values:

Deliver Extraordinary Client Experience :

• Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.

Take Responsibility :

• Be proactive, know what you are responsible for, act with integrity and follow through to the end.

Respond with Urgency and Care :

• Balance speed with quality, ensuring that every response is both timely and impactful.

Grow Together :

• Grow together through a culture of intellectual curiosity, collaboration and celebration.

DEPARTMENT

Business Development