Job Description

About the Role

What You’ll Do:

• Own and optimize the end-to-end customer implementation and onboarding experience for home lending customers.
• Manage integrations and strategic relationships with third-party mortgage technology platforms including Encompass, Blue Sage, Byte, Vesta, nCino, Blend, Tidelwave, Lodasoft, LenderLogix and other LOS/POS/mortgage ecosystem partners
• Partner directly with lenders and enterprise customers to gather business and technical requirements
• Work cross-functionally with engineering, customer success, operations, and partnerships teams to ensure successful client deployments
• Drive scalable implementation processes, onboarding playbooks, and integration standards
• Translate customer implementation needs into product enhancements and roadmap priorities
• Identify opportunities to improve automation, reduce manual effort, and accelerate go-live timelines
• Manage implementation timelines, dependencies, risks, escalations, and stakeholder communication
• Collaborate with Customer Success to improve customer adoption, retention, and expansion outcomes
• Monitor implementation performance metrics and continuously improve operational efficiency
• Serve as the internal subject matter expert for mortgage workflows, lender onboarding, and integration ecosystems

Qualifications

Required:
• 4+ years of experience in product management, implementation management, solutions engineering, or enterprise onboarding within fintech or mortgage technology
• Strong knowledge of mortgage origination workflows and lender operations
• Hands-on experience with LOS/POS platforms such as Encompass, nCino, Blue Sage, Byte, or similar systems
• Experience managing API-based integrations and technical implementation projects
• Strong project management and stakeholder communication skills
• Ability to manage multiple customer implementations simultaneously in a fast-paced environment
• Analytical mindset with strong problem-solving and operational execution capabilities
Preferred:
• Experience working with verification providers, borrower data platforms, or embedded fintech products
• Familiarity with mortgage compliance and GSE requirements
• Experience improving onboarding scalability through automation and process optimization
• Technical familiarity with APIs, SSO, webhooks, and integration architectures
• Experience working with enterprise lenders and strategic partners

Success Metrics:

• Net Dollar Retention (NDR) in partnership with Customer Success
• SLA adherence for customer go-live timelines
• Reduction in implementation and onboarding time
• Increased adoption and usage of integrations and embedded workflows
• Improved customer satisfaction and implementation quality
• Reduced implementation-related escalations and operational overhead

Why Join Us:

• Opportunity to shape the future of home lending and fintech implementations at scale
• Work with leading lenders and mortgage technology platforms across the ecosystem
• High-impact, cross-functional role with visibility across product, engineering, and customer teams
• Fast-paced environment with strong ownership and career growth opportunities
• Competitive compensation, benefits, and flexible work environment