At Capitalize.io, we’re building the platform that unlocks opportunity in the $3+ trillion commercial real estate finance market. Our mission is simple: help brokers, lenders, and investors move faster by using AI and data to surface maturing loans, connect the right parties, and accelerate deal flow. Founded by a proven entrepreneur with successful exits, we are a fast-growing, product-led SaaS company headquartered in Newport Beach. We believe the future of CRE finance is about speed, transparency, and automation, and we’re creating the tools to make that future real. If you’re excited to join a team on the leading edge of CRE-tech disruption, you’ll feel right at home here.
Location: Preferred in Newport Beach, CA (open to hybrid across LA / OC / San Diego)
We’re looking for a Customer Success Associate to support the growing post-sale customer lifecycle at Capitalize. This role sits directly within the Customer Success function and works closely with leadership to ensure customers are successfully onboarded, supported, and actively using the platform. You’ll help manage the day-to-day operational side of customer success — assisting with onboarding, responding to client questions, monitoring account activity, and helping customers realize value from the product. This is an ideal role for someone early in their SaaS career who enjoys working with customers, solving problems, and building strong relationships in a fast-moving startup environment.