LoanPro

Implementation Specialist

• The Implementation and Escalations Engineer is a key technical role focused on maximizing the value of the Loan Management Software (LMS) platform through the effective use of product extensions and custom solutions.
• This role is responsible for building, and automating complex workflows, managing data transfers and reporting, and ensuring seamless connectivity between the LMS platform and integrated systems such as Footprint, Taktile, and Workato.
• A crucial aspect of this position is managing and resolving highly escalated support topics and technical incidents related to the implementation, configuration, and function of these product extensions.
• The Engineer provides advanced troubleshooting, deep technical expertise, and cross-functional coordination to ensure long-term stability and customer success, and also guides internal teams on advanced technical problem-solving within the product extension ecosystem.
• Takes ownership of deep learning about our software, its functions, and how it fulfills our customers' needs and how they use the product.
• Develop and implement custom product extensions (e.g., configurations, custom endpoints, or third-party tools like Workato) to meet complex customer workflow, data transfer, and reporting requirements.
• Automate and optimize internal and external processes using product extensions and integrated platforms (Footprint, Taktile, Workato, APIs) to drive efficiency and scalability.
• Own and resolve high-priority, escalated support tickets related to product extension functionality, custom workflows, data integrity, and integration failures.
• Apply expert-level troubleshooting to diagnose technical issues across the core platform, product extensions, and integrated systems.
• Partner with Product, Engineering, and Support to investigate, document, and resolve high-priority customer-impacting problems, including bugs, configuration challenges, and workflow deficiencies in product extensions.
• Mentors Technical Success team members to deepen technical knowledge of product extensions and strengthen advanced troubleshooting capabilities.
• Works closely with Product Management to ensure escalated issues and recurring customer pain points related to product extensions inform the product roadmap.
• Analyzes and tests programs and products prior to formal launch.
• An essential function of this role requires onsite work to collaborate with other team members. Remote work can be conducted at managers discretion and in accordance with company hybrid policy, although the first 90 days are expected to be in office completely to accommodate in person training.

Implementation, Escalations Engineer

Revenue Operations

• Collaborate closely with sales, finance, legal, and product teams to develop business processes, help negotiate contracts, and facilitate deal approvals.
• Responsible for exemplifying excellent customer service and the company’s core values, culture, policies, and procedures at all times.
• Lead the contract management process, serving as the primary point of contact for deal structuring, pricing, and approval processes.
• Partner with sales teams to develop customized pricing proposals that align with customer needs and maximize revenue potential.
• Analyze deal economics, evaluate risk factors, and provide recommendations to optimize deal terms and profitability.
• Drive deal negotiations, ensuring alignment with company policies, pricing guidelines, and revenue targets.
• Collaborate with finance and legal teams to review contracts, assess legal and financial implications, and mitigate risks.
• Maintain deal tracking and reporting systems to provide visibility into deal pipeline, performance metrics, and revenue forecasting.
• Continuously assess and improve deal desk processes, tools, and methodologies to enhance efficiency and scalability.
• Stay abreast of market trends, competitive dynamics, and industry regulations to inform pricing strategies and deal structures.
• Take ownership of deep learning about our software, its functions, and how it fulfills our customers' needs and how they use the product.
• Cultivate new business relationships and maintain existing business relationships with customers and partners.

Revenue Operations Contract Manager

Technical Project Manager

• As a Technical Project Manager (TPM) you will own and spearhead the successful planning, execution, and delivery of various internal, and customer-facing projects within our organization.
• You will strive to deliver and scale high-quality software products on time to market, in alignment with strategic goals while meeting the needs of our clients and stakeholders.
• TPM’s possess excellent organizational and communication skills, exceptional technical acumen, a strong track record in project management, and the ability to adapt to changing project requirements.
• They are responsible for exemplifying excellent customer service and the Company's core values, culture, policy, and procedures at all times.
• Prioritize client satisfaction by fostering open and transparent communication, understanding their requirements (both business and technical), and guiding the project team in delivering tailored solutions that enhance the overall client experience.
• Develop detailed project plans, defining project scope, objectives, deliverables, timelines, and resource requirements.
• Create a comprehensive project schedule and allocate tasks to team members based on their expertise and availability.
• Learn and understand our product suite.
• Provide technical guidance and oversight to the project team, ensuring that technical solutions align with project requirements and industry best practices.
• Proactively address technical challenges and roadblocks to keep the project on track.
• Maintain clear and effective communication with project stakeholders, including team members, senior management, clients, and external partners.
• Provide regular project status updates, technical reports, and address any technical concerns or queries.
• Identify potential technical risks and develop risk-mitigation strategies.
• Continuously monitor technical risks throughout the project lifecycle and implement contingency plans when necessary.

Accountant

• Under direction of the Director of Finance, responsible for recording journal entries
• Maintaining asset and liability schedules
• Reconciling balance sheet accounts
• Processing tax filings
• Assists with timely and accurate month end close, quarterly summary and year end reporting requirement
• Prepares financial reports and analysis as requested by the Director of Finance
• Provides recommendations for improved processes and internal financial controls
• Responsible for exemplifying excellent service and the Company core values, culture, policy, and procedures at all times
• Takes ownership of deep learning about our software, its functions, and how it fulfills our customers' needs
• Understand, comply and adhere to GAAP practices, standards, and applications
• Support the preparation of accurate and informative financial statements, reports, and KPI’s for internal and external review
• Administer and manage accounts payable and accounts receivable
• Perform daily bookkeeping and journal entries as needed
• Responsible for collection management and timely follow up with customers professionally
• Maintains the general ledger
• Input accounts payable and ensure on-time payments
• Assist with preparation of company payroll for international and domestic employees.

Staff Accountant

Accounting Manager

• Under direction of the Director of Finance, responsible for recording journal entries, maintaining asset and liability schedules, reconciling balance sheet accounts, and processing tax filings.
• Assists and supports the timely and accurate month-end close, quarterly summary and year-end reporting requirements.
• Prepares financial reports and analysis as requested by the Director of Finance and provides recommendations for improved processes and internal financial controls.
• Takes ownership of deep learning about our software, its functions, and how it fulfills our customers' needs and how they use the product.
• An essential function of this role requires onsite work to collaborate with other team members.
• Understand, comply and adhere to GAAP practices, standards, and applications.
• Administer and manage accounts payable and accounts receivable.
• Perform daily bookkeeping and journal entries as needed.
• Responsible for collection management and the accurate and timely follow-up with customers professionally.
• Maintains the general ledger.
• Comply with all federal, state, and local protocols including legal requirements, and interpret new and existing legislation.

Accounting Clerk

Customer Success Manager

• Takes ownership of deep learning about our software, its functions, and how it fulfills our customers' needs and how they use the product
• Support the CSMs in technical calls, upselling, and building new requirements
• Collaborate with the Solution Architects on larger solutions
• Collaborate with customers to gather and understand their technical requirements, business goals, and objectives in order to design and architect solutions that leverage our platform to meet those requirements
• Provide technical guidance and best practices to existing customers for integrating our platform with existing systems and workflows
• Create detailed technical documentation, including architecture diagrams, solution design specs, and integration guides
• Work closely with product and engineering teams to communicate customer feedback and drive continuous improvement of our platform
• Advocate for customer needs within the organization, ensuring that their feedback is considered in product development and enhancements
• Stay up-to-date with industry trends, emerging technologies, and best practices to continuously improve the solutions provided to customers
• Collaborate with internal teams to develop and refine processes, tools, and resources that enhance the customer experience
• An essential function of this role requires onsite work to collaborate with other team members
• Remote work can be conducted at managers discretion and in accordance with company hybrid policy, although the first 90 days are expected to be in office completely to accommodate in person training

Implementation, Escalations Engineer

Revenue Operations Contract Manager

Technical Project Manager

Staff Accountant

Accounting Clerk

Technical Success Manager