LoanPro

Consultant

• Act as a technical consultant for Customer Success Managers (CSMs) on client accounts.
• Clearly articulate and present solution designs and their associated benefits to both technical and executive-level client contacts.
• Lead technical discussions with clients, serving as a subject matter expert on LoanPro products and integrations.
• Act as a trusted advisor to key enterprise clients, leading strategic conversations on technical roadmaps and strategy.
• Craft and deliver executive-level communications, including strategic Quarter Business Reviews (QBRs).
• Proactively review client accounts and business processes to identify inefficiencies and areas for improvement.
• Connect technical solutions directly to potential revenue increases, compliance improvements, and operational efficiencies.
• Provide direct assistance and technical expertise in sales and upsell processes.
• Drive revenue by proactively presenting solutions for new features, compliance, and process improvements.
• Craft comprehensive business cases that demonstrate a clear Return on Investment (ROI) to clients, leading to additional contractual commitments or Professional Services tasks.
• Craft ideal, scalable solution designs for complex clients and their sophisticated integrations.
• Collaborate closely with Professional Services to ensure clarity and successful implementation of solution designs.
• Independently create comprehensive technical documentation, including diagrams, integration guides, and design specifications for standard solutions.
• Design and document complex, custom solutions that may involve multiple LoanPro products.
• Create and review detailed Statements of Work (SOWs) for Professional Services engagements, including those for Product Extensions, ensuring technical accuracy and feasibility.
• Proactively review the accounts and processes of your client base to identify opportunities for LoanPro product and process improvements.
• Provide mentorship and guidance to Technical Success Managers (TSMs) and CSMs on technical solutions and best practices.
• Review proposed product changes from TSMs prior to escalation to the Product Vetting group.
• Develop internal processes and documentation to improve the Solution Consulting team's efficiency and overall function.

Customer Solution Consultant

Growth Marketing

• Identify, develop, and close strategic partners that want to resell LoanPro directly (eg another SKU) and / or indirectly (eg a bundled solution) to their customer base in a B2B2B or B2B2C model
• Prospect across existing verticals building a robust pipeline and testing new verticals
• Develop partnerships by building deep relationships with prospects and establishing value through curated presentations and demonstrations.
• Craft win-win partnership economic models that drive revenue for LoanPro and enable the partner to scale
• Lead complex partner negotiations on all business items and advise on legal items
• Repeatedly and predictably close six figure ARR contracts
• Represent LoanPro at industry events and conferences, and prospect / customer onsites
• Travel 10% - 20% of the time to partner / prospect on-sites, conferences, and industry events
• Evaluate market opportunities and new verticals to pursue for embedded distribution from research to scale.
• 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, maintain existing business relationships with customers and partners
• 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.

Strategic Partner Acquisition Manager

Product Manager

• Define and drive the overarching product strategy to align with business objectives and long-term company goals.
• Monitor industry trends, competitive movements, and technological advancements to keep LoanPro's solutions differentiated.
• Establishing and managing a Market Intelligence program to provide the executive team with proprietary insights on competitors and emerging threats.
• Identify and evaluate new product opportunities, partnerships, and market segments to extend platform value.
• Translate complex business objectives into clear, high-impact engineering and product goals.
• Defining and optimizing pricing models and packaging structures to align with customer value and maximize revenue.
• Collaborate with Product Management and Engineering leadership to refine requirements and support their evaluation of technical feasibility.
• Own the strategic prioritization of the product roadmap, ensuring focus on high-impact features and enhancements.
• Champion an outcome-oriented approach to ensure all product offerings are scalable, revenue-generating, and drive customer delight.
• Serve as a key technical and strategic voice in executive discussions, reporting directly to the CPO.
• Foster strong collaboration across Engineering, Sales, Marketing, and Customer Success to align output with organizational priorities.
• Communicate the product vision and strategy clearly across all levels of the organization to inspire stakeholders.
• Define and track key performance indicators (KPIs) to measure product performance, customer impact, and ROI.
• Establish systems of accountability and continuous improvement to optimize product outcomes.
• Mentor and scale a high-performing product organization, fostering a culture of innovation and data-driven decision-making.
• Promote and support LoanPro Core Values, acting as a leader by example with a Founder's Mindset.

Customer Solution Consultant

Strategic Partner Acquisition Manager

Head of Product Strategy