Director of Client Experience

Lendscape

full-time

Posted on: 12/31/2025

Location Type: Remote

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About the role

Play a key role in implementations and managing client relationships.
Oversee onboarding and training of new clients, managing regular client check-ins.
Assist the sales team with demonstrations showcasing platform features.
Travel as needed for training, implementations, and relationship-building.
Support and enhance relationships with existing clients for satisfaction and retention.
Oversee the support ticket process and client communications.
Mentor and develop the client experience team, fostering a culture of continuous improvement.

Bachelor’s degree from an accredited college or university.
Minimum of 8+ years of experience in the financial industry, with a strong preference for those with specific experience in SaaS and fintech.
At least 3 years of experience in account management, specifically in fintech or factoring.
Demonstrated ability to manage multiple client accounts, showing capability in strategic planning and client retention.
Strong communication and presentation skills, adept in both client-facing and internal roles.
Experience in working remotely and managing time effectively in a largely autonomous role.
Experience working with factoring software
Direct experience with factoring software or financial services technology.
Familiarity with CRM and data analytics tools.
Project management certifications

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

account managementstrategic planningclient retentionfactoring softwarefinancial services technologydata analytics

Soft Skills

communication skillspresentation skillsclient relationship managementmentoringcontinuous improvement

Certifications

project management certifications