Job Description

Job Description

Job Description

Salary:

Why LoanPro:

We want to change how the future of finance works. Were working to change finance to be highly personalized. It changes who has access to capital. It changes personal finances. It can have a ripple effect on everything you do. LoanPro unlocks finance. -Rhett Roberts, CEO

At LoanPro, we're more than just a fintech companywere transforming the lending landscape. With over $18 billion in loans managed across North America, LoanPro isn't just growingit's leading the industry transformation.

How we do what we do:

Steve Jobs was once asked what he was most proud of at Apple. Was it the iPhone? Was it the iPad? Steve Jobs replied it was the team that built Apple. Thats what Im most proud of

here at LoanPro- the team that builds LoanPro. We do what we do because of our people. -Rhett Roberts, CEO

At the heart of our success are our exceptional employees, whose talent, passion, and dedication fuel the growth and profitability of our company. As a next-generation SaaS platform, we deliver core lending infrastructure that empowers mid-market and large lenders to operate more efficiently, quickly, and effectively. Our cloud-native solution helps clients streamline operations, enhance organization, and drive unparalleled performance in their lending processes.

What youll own:

As a Customer Success Manager, your primary responsibility is to foster strong relationships with a diverse portfolio of clients. This role involves understanding the unique needs and challenges of individual customers within your assigned market segment and proactively addressing their concerns. From onboarding to ongoing advocacy, you'll work closely with customers to ensure they maximize the value of the product or service, identifying opportunities for upselling or cross-selling when appropriate. Communication and operational skills are crucial as you determine the most effective ways to have routine touch points with your customer base. You will serve as the main point of contact, providing guidance, troubleshooting, and delivering exceptional customer experiences. Additionally, you will analyze customer data to identify trends, propose improvements, and collaborate with cross-functional teams to enhance overall customer satisfaction and retention.

Essential Job Functions:

• Technical Capabilities
  • Demonstrates strong technical understanding of software, SaaS, and LoanPro in particular. Capable of effectively supporting customer conversations by explaining technical concepts, troubleshooting basic technical problems, and coordinating with technical teams to ensure seamless service delivery.
  • Able to be a thought leader with technical discussions, helping clients determine best course of action regarding how best to employ LoanPro and our ecosystem of integrations, etc.
• Business Conduct
  • Demonstrates a solid understanding of lending, fintech, and business principles at a medium to high level.
  • Demonstrates a high level of business acumen and professionalism, able to engage with clients at all levels.
  • Consistently responds to customer inquiries and internal communications within the same day for most items, while effectively deprioritizing non-essential matters.
  • Engages in clear, professional communication with customers and internal teams.
  • Proactively identifies potential issues, areas for improvement, and opportunities to add value, taking initiative to address them before they escalate.
  • Creates and delivers clear, effective presentations, occasionally needing assistance with more complex topics.
• Relationship Development
  • Builds strong relationships by fostering trust and loyalty both internally and externally.
  • Effectively manages a complex portfolio of customers, identifying trends and common issues while providing consistent and high quality service.
  • Manage common escalations by developing initial action plans and proactively working with team members and leadership.
  • Able to conduct regular strategic/quarterly business reviews with clients, building out the schedule, agenda, and attendee list strategically.
• Customer Training:
  • Coordinate training programs and resources to empower customers to use products or services optimally.
  • Provide educational materials and resources to address common queries and enhance customer self-sufficiency.
• Feedback Collection:
  • Implement mechanisms for gathering feedback on products, services, and overall customer experience.
  • Analyze feedback to identify trends, areas for improvement, and opportunities to enhance customer satisfaction.
• Upselling and Cross-Selling:
  • Identify opportunities for upselling or cross-selling based on customer usage patterns and needs.
  • Collaborate with sales teams to maximize revenue potential.
• Customer Health Monitoring:
  • Establish key performance indicators (KPIs) and metrics to assess customer health.
  • Implement systems to monitor and analyze customer data, identifying early signs of dissatisfaction or potential churn.
• Scalability Planning:
  • Develop and refine scalable processes to manage a growing customer base efficiently.
  • Evaluate and implement customer success tools and technologies to enhance operational effectiveness.
• An essential function of this role requires onsite work to collaborate with other team members. Remote work can be conducted at managers discretion and in accordance with company hybrid policy.
• Other duties as prescribedPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

What you'll need for success:

• Proven experience in Customer Success, Account Management, or a similar role in the SaaS industry.
• Excellent communication, presentation, and interpersonal skills.
• Strong problem-solving and analytical abilities.
• Experience in loan management or financial services is a plus.
• Dedication to high-quality customer service delivery and integrity through proven client and customer relationships
• Energetic high performer who can meet deadlines, work independently, take initiative and follow through with requests
• Proficiency in G Suite, Microsoft Office applications as well as industry-specific analysis software
• Desire to support the LoanPro Core Values & Beliefs

Benefits of the Role:

• 80% Medical/Dental
• PTO and Holiday Schedule
• HSA and 401K Match
• Wellness Rewards and EAP

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