Customer Success Manager – MCP

🔥 18 horas atrás

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PartnerOne

SiteLinkedInTodas as Vagas

201 - 500 funcionários

🏢 Corporativo

☁️ SaaS

💳 Fintech

Enterprise • SaaS • Fintech

PartnerOne é um dos grupos de software que mais crescem no mundo, fornecendo soluções que aumentam a eficiência operacional das maiores empresas globalmente. A empresa se especializa em adquirir companhias de software e investir em seu desenvolvimento para criar soluções de software mais robustas, eficazes e ágeis. A PartnerOne é confiada por 80% das maiores empresas do mundo, incluindo os principais bancos dos EUA e da Europa, fornecedores do setor de defesa e conglomerados de mídia, com foco em oferecer um suporte ao cliente inigualável e tecnologias inovadoras.

Descrição

• Manage a portfolio of MCP clients, including banks, credit unions, IMBs, and other mortgage originators, across the full post-implementation lifecycle. • Drive renewal of 100% of the client book's contract value and develop mitigation plans for at-risk accounts. • Conduct regular business reviews with client stakeholders from operational teams through executive sponsors. • Demonstrate ROI and align clients on the future roadmap. • Identify, qualify, and close upsell opportunities for new MCP modules, expanded platform tiers, and incremental capabilities. • Educate clients on MCP features, including Agentic AI workflows, automation tools, and integration capabilities. • Partner with Implementation and Support teams on smooth go-lives and escalation resolution. • Translate client feedback, requests, and frustrations into actionable input for Product and Engineering. • Maintain account health data, renewal forecasts, and pipeline records in CRM. • Represent Mortgage Cadence at industry events and client on-sites as needed. • Collaborate with Sales on expansion opportunities requiring a full AE-led sales cycle.

🎯 Requisitos

• Experience working with mortgage lenders, including banks, credit unions, IMBs, or similar, and working knowledge of the mortgage origination process. • Demonstrated ability to retain and grow a book of business through relationship management. • Ability to navigate multi-stakeholder client organizations from operations staff to C-level executives. • Strong written and verbal communication skills and confidence presenting to senior audiences. • Experience identifying and closing upsell or expansion opportunities within an existing customer base. • Highly organized with the ability to manage a large, diverse portfolio of accounts simultaneously. • Preferred: 4+ years of experience in Customer Success, Account Management, or a client-facing role within enterprise SaaS or financial technology. • Preferred: Direct experience with LOS platforms or other mortgage technology software. • Preferred: Familiarity with AI-powered automation and ability to explain AI-driven features to non-technical stakeholders in plain, ROI-focused language. • Preferred: Experience with regulated financial institutions and understanding of mortgage compliance sensitivities. • Preferred: Prior experience with both retention and upsell quota accountability.