LoanPro

Customer Solution Consultant

LoanPro

full-time

Posted on:

Location Type: Hybrid

Location: Farmington • Utah • United States

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About the role

  • 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.

Requirements

  • 3+ years of experience in a technical client-facing role such as Solution Consultant, Sales Engineer, or Technical Account Manager, preferably in a SaaS or FinTech environment.
  • Proven track record of designing and scoping complex technical solutions involving API integration and SaaS platforms.
  • Bachelor's degree in a technical field (e.g., Computer Science, Engineering, Information Technology) preferred, or equivalent practical experience.
  • Demonstrated ability to create comprehensive solution documentation including architecture diagrams, integration guides, and design specifications.
  • Proficiency in translating complex business requirements into clear, scalable technical designs.
  • Experience in creating and reviewing detailed Statements of Work (SOWs) for professional services or custom development engagements.
  • Strong understanding of API functionality and best practices for system integration.
  • Exceptional written and verbal communication skills, with the ability to articulate technical concepts and their business value (ROI) to both technical and executive audiences.
  • Proven ability to consult, advise, and lead strategic conversations with enterprise-level clients.
  • Strong business acumen with experience in identifying and driving revenue growth opportunities (upsells, process efficiencies, new feature adoption).
  • Experience in mentoring and providing technical guidance to cross-functional internal teams (e.g., Customer Success, Technical Support).
Benefits
  • 80% Medical/Dental
  • PTO and Holiday Schedule
  • HSA and 401K Match
  • Wellness Rewards and EAP
Applicant Tracking System Keywords

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

Hard Skills & Tools
API integrationSaaS platformssolution documentationarchitecture diagramsintegration guidesdesign specificationsStatements of Work (SOWs)technical solutionscompliance improvementsrevenue growth
Soft Skills
written communicationverbal communicationconsultingstrategic conversationsmentorshipbusiness acumenclient-facingproblem-solvingleadershipcollaboration