Technical Success Manager

Technical Success Manager, Farmington, UT

Why LoanPro: 

“We want to change how the future of finance works. We’re 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 company—we’re transforming the lending landscape. With over $18 billion in loans managed across North America, LoanPro isn't just growing—it'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. That’s what I’m 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 you’ll own:

This individual will be a customer-facing resource, and the best-of-the-best in terms of what LoanPro has to offer. These individuals collaborate closely with the Client Success Managers (CSMs) to support a customer through their entire customer journey with LoanPro, including through implementation. 

They are client-facing, strategic, and product subject-matter experts. They are solutionists, builders, sellers, and project managers. Responsible for exemplifying excellent customer service and the Company core values, culture, policy and procedures at all times.

• Support the CSMs in technical calls, upselling, and building new requirements
• Collaborate with the Solution Architects on larger solutions
• Collaborate with customers to gather and understand their technical requirements, business goals, and objectives.
• Design and implement custom solutions that leverage our platform to meet customer needs.
• Provide technical guidance and best practices for integrating our platform with existing systems and workflows.
• Create detailed technical documentation, including architecture diagrams, solution design specs, and integration guides.
• Support CSMs as they proactively monitor customer health, usage patterns, and satisfaction, addressing any issues or risks that could impact the customer’s success.
• For post-launch customer needs, assist customers with data migration, integrations designs, rule designs, and training
• Provide hands-on assistance with complex configurations, custom coding, or other advanced technical tasks.
• Work closely with product and engineering teams to communicate customer feedback and drive continuous improvement of our platform.
• Advocate for customer needs within the organization, ensuring that their feedback is considered in product development and enhancements.
• Stay up-to-date with industry trends, emerging technologies, and best practices to continuously improve the solutions provided to customers.
• Collaborate with internal teams to develop and refine processes, tools, and resources that enhance the customer experience.

• Take ownership of deep learning about our software, its functions, and how it fulfills our customers' needs and how they use the product 
• Cultivate new business relationships, maintain existing business relationships with customers and partners

What you’ll need for success: 

• Bachelor’s degree in Computer Science, Information Technology, or a related field, or equivalent experience is preferred, but not required.
• 2 years of experience in a technical customer-facing role, such as Solution Architect, Customer Success Manager, or Technical Success Manager.
• 2 years of experience in lending.
• Strong understanding of software architecture, cloud computing, and system integration.
• Proven experience in designing and implementing complex technical solutions for enterprise customers.
• Excellent communication and interpersonal skills, with the ability to explain complex technical concepts to non-technical stakeholders.
• Proficiency in APIs, payloads, and basic database queries is a must.
• Proficiency in scripting or programming languages (e.g., Python, JavaScript) is a plus.
• Experience with CRM, SaaS platforms, or FinTech solutions is highly desirable.

Benefits of the Role: 

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

At LoanPro, we have the ability to make a real difference. LoanPro offers a value-based, innovation-focused, learning culture and endless opportunities for growth. Come help us build LoanPro.