At LoanWell, we are on a mission to enable equitable access to affordable capital for all. We are helping increase access to affordable capital for communities, individuals, and small businesses typically left out of the financial system that power our local and national economies. LoanWell is an automated loan origination and portfolio management solution for community lenders — banks, credit unions, CDFIs, loan funds, and foundations. We've built the "Squarespace for Lenders", a white labeled platform with end-to-end functionality for application intake, origination, task management, underwriting, closing, servicing, and reporting. LoanWell automates the back office so the community lenders can do what they do best — fund our local small businesses.
Product type: FinTech B2B SaaS platform
We are looking for an accomplished Client Success Manager to be a trusted guide for our CDFI clients to get maximum value from LoanWell’s platform. You will manage the overall post-sale business relationship with assigned accounts, overseeing the onboarding process and then driving satisfaction, retention, and growth throughout the client journey. You will be able to maintain a holistic understanding of client expectations and success measures and lead strategies to support those goals. You will take the lead on identifying and securing growth opportunities and working cross-functionally to ensure the client’s desired outcomes are achieved. You will advocate client needs and share wins and learnings cross-departmentally to help everyone learn to better serve our clients.
DUTIES & RESPONSIBILITIES:
THE IDEAL CANDIDATE WOULD HAVE:
_If you meet 70% of these criteria, please consider applying. Women, people of color, those with non-traditional work backgrounds, people with different gender identities or those part of the LGBT community are strongly encouraged to apply. _
You will be working directly with and reporting to our Head of Client Success, Alison McGee.
Salary range dependent on experience level
Flexible Work From Home Policy
Headquartered at American Underground (a Google Tech Hub)
Weekly Social Events with a Community of Startup Employees
Discounted Access to YMCA Facilities for Health and Wellness