Client Success & Partner Relations Manager

(Only applicants who complete the google form below will be considered) Millions of Canadians make consistent monthly rent payments and have the cash flow to afford a home, yet cannot qualify for a traditional mortgage. They may be newcomers, self-employed individuals, families rebuilding credit, or Canadians who simply need more time to qualify. Requity Homes provides an innovative path to homeownership through our rent-to-own model, helping families move from renting to owning with confidence. We believe homeownership is about more than property — it's about stability, community, and building long-term wealth. The Opportunity We are growing rapidly and looking for a Client Success & Partner Relations Manager to join our team. This role serves as the operational quarterback between our partners, clients, and internal team. You will oversee partner-submitted files from initial inquiry through approval and ultimately homeownership success. Working closely with our Inside Business Development Lead, you will ensure our partners, clients, and internal teams receive exceptional support throughout every stage of the journey. Role Breakdown 75% Client Success & File Management • Manage partner-submitted applications from intake through approval • Serve as the primary contact for referral partners • Conduct client meetings via phone and Zoom • Coordinate documentation collection and next steps • Maintain accurate CRM records and file notes • Ensure exceptional service throughout the client journey 15% File Review & Underwriting Support • Review applications and supporting documentation • Identify strengths, risks, and opportunities within files • Prepare recommendations and escalate exceptions when appropriate • Support efficient file progression and approval decisions 10% Client Coaching • Help clients understand their action plans • Support savings, credit, and qualification goals • Conduct progress reviews and milestone conversations • Celebrate client successes and homeownership achievements Who Your Are • 3+ years of experience in mortgage, lending, banking, credit unions, financial services, client success, underwriting support, fulfillment, or partner relationship management • Excellent communication and relationship-building skills • Strong organizational and file management capabilities • Ability to manage multiple priorities and deadlines • Comfortable conducting client and partner meetings virtually • Mortgage Agent Level 1 or Level 2 license, underwriting experience, or mortgage fulfillment experience is considered a strong asset but is not required • Passion for helping Canadians achieve homeownership Why You'll Love Working Here • Competitive salary plus performance incentives • Remote-friendly work environment • Meaningful impact helping families become homeowners • High autonomy in a growing, mission-driven company • Collaborative team culture where ideas matter How to Apply • Complete this short application form: • Submit your resume to with “Client Success & Partner Relations Manager” in the subject line Only shortlisted candidates will be contacted for the next stage. Learn

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