Client Success Representative

Plat.ai builds an AI-driven loan origination platform that powers home-improvement financing for banks and specialty lenders.

Our team blends deep lending knowledge with modern cloud engineering to deliver fast credit decisions, clear analytics, and a secure borrower experience.

You will be the daily voice of Plat.ai for each LOS client.

From the first support ticket to post-release feedback, you will own client satisfaction, keep requests clear, and guide user-acceptance testing so the product team can ship the right features on time.

• Relationship & Communication: Serve as the single point of contact through Slack, email, and scheduled calls. Provide concise status updates and escalate blockers within one business day.
• Serve as the single point of contact through Slack, email, and scheduled calls.
• Provide concise status updates and escalate blockers within one business day.
• Request Intake & Ticket Creation: Log every new client request in the SUP Service Desk. Tag urgency and business value, then clone or link the ticket to the LOS project when development is needed. Confirm each request has business context and draft acceptance criteria before handing it to the Product Manager.
• Log every new client request in the SUP Service Desk.
• Tag urgency and business value, then clone or link the ticket to the LOS project when development is needed.
• Confirm each request has business context and draft acceptance criteria before handing it to the Product Manager.
• UAT Coordination: Plan and run user-acceptance test cycles. Prepare demo environments and test data, walk clients through scripts, collect sign-off, and record issues for triage.
• Plan and run user-acceptance test cycles.