Technical Success Manager

LoanPro

Technical Success Manager collaborating with clients to enhance finance solutions for LoanPro. Driving technical guidance and best practices for seamless customer experience and success.

Posted 6/2/2026full-timeFarmington • Utah • 🇺🇸 United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

CloudJavaScriptPython

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in Computer Science, Information Technology, Finance, or a related field is preferred, but not required
2+ years of experience in a technical customer-facing role, such as Solution Architect, Customer Success Manager, or Technical Success Manager
2+ years of experience in lending
Strong understanding of software architecture, cloud computing, and system integration
Proven experience in designing and implementing complex technical solutions for enterprise customers
Excellent communication and interpersonal skills, with the ability to explain complex technical concepts to non-technical stakeholders
Proficiency in APIs, payloads, and basic database queries is a must
Proficiency in scripting or programming languages (e.g., Python, JavaScript) is a plus
Experience with CRM, SaaS platforms, or FinTech solutions is highly desirable
Excellent oral and written communication skills, including facilitation of group presentations, and consulting skills
Ability to assess needs, influence, collaborate, deliver and partner at the most senior levels in the organization
Ability to build collaborative, trustworthy relationships across functions and geographies
Strategic, enterprise-wide and systems thinking
Good analytical and deductive reasoning skills
Thoughtful leadership and strong management capabilities
Ability to influence at all levels in an organization, including Senior Executives
Ability to consult with colleagues to identify issues, determine potential solutions, and analyze the impact on the broader organization
Ability to build relationships across a range of styles and cultures to form networks within and outside the company
Ability to use core technology to report information, analyze data and develop analytical models
Proficiency in G-suite applications as well as industry-specific analysis software
Basic understanding of the industry, with the ability to become a subject matter expert on the job
Ability to work in a fast-paced, team environment, with a proactive rather than reactive mindset
Innovation and problem-solving skills that include the ability to develop and propose equipment-based solutions for clients

Benefits

Comp & perks

80% Medical/Dental
PTO and Holiday Schedule
HSA and 401K Match
Wellness Rewards and EAP

ATS Keywords

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Hard Skills & Tools

software architecturecloud computingsystem integrationAPIsdatabase queriesPythonJavaScripttechnical documentationsolution designintegration guides

Soft Skills

communication skillsinterpersonal skillscollaborationanalytical skillsleadershipproblem-solvinginfluencetrust-buildingstrategic thinkingcustomer advocacy