Customer Success Manager – MCP

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PartnerOne

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201 - 500 Mitarbeiter

🏢 Unternehmen

☁️ SaaS

💳 Fintech

Enterprise • SaaS • Fintech

PartnerOne ist eine der am schnellsten wachsenden Softwaregruppen weltweit und bietet Lösungen, die die Betriebseffizienz der größten Unternehmen global steigern. Das Unternehmen hat sich auf den Kauf von Softwarefirmen und die Investition in deren Entwicklung spezialisiert, um robustere, effektivere und agilere Softwarelösungen zu schaffen. PartnerOne wird von 80 % der weltweit größten Unternehmen vertraut, darunter die größten US-amerikanischen und europäischen Banken, Rüstungsunternehmen und Medienkonglomerate, mit dem Fokus auf unvergleichlichen Kundensupport und innovative Technologien.

Beschreibung

• 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 your client book's contract value; proactively identify at-risk accounts and develop mitigation plans early. • Conduct regular business reviews with client stakeholders — from operational teams through executive sponsors — to demonstrate ROI and align on future roadmap. • Identify, qualify, and close upsell opportunities within existing accounts, including new MCP modules, expanded platform tiers, and incremental capabilities. • Act as a product educator: help clients adopt and maximize MCP features, including Agentic AI workflows, automation tools, and integration capabilities. • Partner with Implementation and Support teams to ensure smooth go-lives and quick resolution of escalations. • Serve as the client's internal advocate — translating their feedback, requests, and frustrations into actionable input for Product and Engineering. • Maintain accurate account health data, renewal forecasts, and pipeline records in CRM. • Represent Mortgage Cadence at industry events and client on-sites as needed. • Collaborate with the Sales team on expansion opportunities that may require a full AE-led sales cycle.

🎯 Anforderungen

• Experience working with mortgage lenders — banks, credit unions, IMBs, or similar — and a working knowledge of the mortgage origination process. • Demonstrated ability to retain and grow a book of business through relationship management, not just reactive support. • Comfort navigating multi-stakeholder client organizations, from operations staff to C-level executives. • Strong written and verbal communication skills; confident 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. • 4+ years of experience in Customer Success, Account Management, or a client-facing role within enterprise SaaS or financial technology. • Direct experience with LOS platforms or other mortgage technology software. • Familiarity with AI-powered automation and the ability to explain AI-driven features to non-technical stakeholders in plain, ROI-focused language. • Experience working with regulated financial institutions and an understanding of compliance sensitivities in the mortgage space. • Prior experience in a role that carried both retention and upsell quota accountability.