LoanPro

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

Technical Success Manager

• As a Sr. Customer Success Manager, you will be a pivotal part of our Customer Success team, responsible for nurturing and maintaining strong relationships with our valued customers.
• Your primary objective will be to ensure the success and satisfaction of our customers throughout their journey with our company.
• By understanding their unique needs and objectives, you will proactively engage with key stakeholders, provide personalized support, and offer strategic guidance to drive the maximum value from our solutions.
• Your efforts will focus on retention, increasing revenue growth, and maximizing customer lifetime value.
• As a customer advocate and trusted advisor, you will play a crucial role in driving customer success and fostering lasting partnerships, contributing to our company's growth and success.
• Responsible for exemplifying excellent customer service and the company's core values, culture, policy, and procedures at all times.

Senior Customer Success Manager

Manager

• Unit P&L Ownership: Full accountability for the B2B unit’s revenue targets, customer acquisition costs (CAC), and overall contribution margin.
• GTM Strategy Execution: Translate the EVP’s global vision into a tactical B2B roadmap, identifying high-growth sub-verticals (e.g., Point of Sale, Auto, Personal Loans).
• Cross-Functional Orchestration: Lead a "pod" or "unit" structure, coordinating closely with dedicated B2B Marketing, Sales, and Implementation resources.
• Segment Advocacy: Act as the primary internal voice for the B2B market, ensuring the Product team prioritizes features that solve B2B-specific lending challenges.
• High-Velocity Sales Leadership: Oversee the B2B sales pipeline, ensuring the team maintains high activity levels and shortens the "Buyer’s Journey" for this specific segment.
• Strategic Partnerships: Identify and ink deals with B2B-focused influencers, consultants, and technology partners to expand the unit's reach.
• Sales Excellence: Mentor and hold the B2B sales team accountable for KPIs, pipeline hygiene, and rigorous "Value-Based Selling."
• Market Intelligence: Conduct ongoing competitive analysis of other B2B lending platforms to maintain LoanPro’s "Value Proposition" edge.
• Campaign Collaboration: Work with Marketing to launch segment-specific campaigns, webinars, and white papers that resonate with consumer lenders.
• Implementation Oversight: Ensure the B2B "Onboarding Experience" is seamless, collaborating with Ops to reduce time-to-value for new clients.
• Data-Driven Decision Making: Report weekly on unit performance, leveraging CRM data to forecast revenue and identify churn risks.
• Culture & Values: Exemplify the "Hungry, Humble, Smart" mantra, fostering a high-intensity, results-oriented culture within the B2B unit.

General Manager – B2B Unit

Content Marketing Manager

• Own the end-to-end RFP process, including proposal writing and project management
• Maintain an up-to-date RFP content library and create sales enablement assets
• Customize proposals to highlight differentiators and align with client needs
• Support sales teams ensuring they have necessary tools and information
• Utilize AI and automated tools to increase efficiency and proposal accuracy
• Interview prospects and review data to understand deal outcomes for actionable insights
• Review RFPs ensuring submissions adhere to client instructions and guidelines
• Maintain and update a library of standard proposal content

Staff Accountant

Accounting Clerk

Technical Success Manager

Senior Customer Success Manager

General Manager – B2B Unit

Proposal and Content Specialist