Customer Success Manager – MCP

🕒 August 6

🇺🇸 United States – Remote

💵 $100k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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PartnerOne

WebsiteLinkedInAll Job Openings

201 - 500 employees

🏢 Enterprise

☁️ SaaS

💳 Fintech

Enterprise • SaaS • Fintech

PartnerOne is one of the fastest growing software groups in the world, providing solutions that enhance the operational efficiency of the largest enterprises globally. The company specializes in acquiring software firms and investing in their development to create more robust, effective, and agile software solutions. PartnerOne is trusted by 80% of the world's largest companies, including the top US and European banks, defense contractors, and media conglomerates, focusing on delivering unparalleled customer support and innovative technologies.

📋 Description

• 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.

🎯 Requirements

• 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.