MetaSource

Client Services Representative

• Develops relationships with customers and customer’s support teams.
• Conducts initial review of incoming contracts and act as liaison for Client Services with Legal on contract questions, needs, and counter signatures.
• Conducts demonstrations of mortgage technologies for customers.
• Conducts initial customer or project implementation including setup, onboarding, and training as needed.
• Provides client services activities including client monitoring, facilitating calibration calls, tracking, and reporting.
• Maintains performance at or above service level agreements (SLA) regarding customer service support requests within a CRM environment.
• Responds appropriately to client requests including deescalation of client issues in a professional manner.
• Supports selections for customers as required.
• Supports client invoicing process as appropriate.

Mortgage Client Services Analyst

Accounting Manager

• Supports the process of initiating and revising quotes, purchase orders, and invoices for maintenance renewals.
• Provides regular updates to customers, vendors, and resellers on relevant information and proactively manage contract renewal timelines.
• Implements annual price increases per contractual terms.
• Processes reconciliations from vendors bills to validate the data billable to our customers.
• Maintains data integrity records in accounting system.
• Researches any discrepancies with quotes or billing information received.
• Troubleshoots as necessary to resolve discrepancies.
• Conducts collections activities and maintains communication with maintenance renewal customers to ensure timely payments.
• Assists with streamlining and automating processes while improving internal controls.
• Assists in other accounting department duties.

Accounting and Billing Specialist

Solutions Engineer

• Engage with prospective and existing clients to understand business objectives
• Lead structured discovery to inform solution design
• Design end-to-end solution architectures
• Serve as the technical authority during pre-sales engagements
• Translate discovery outcomes into clear business requirements
• Produce high-quality documentation to support accurate scoping
• Partner with Sales and Implementation teams to define scope and assumptions
• Identify risks, constraints, and gaps early
• Work closely with Engineering, Product, Implementation, and Operations teams

Pre-Sales Solutions Architect

Digital Marketing

• Lead the team focused on building high-quality sales pipeline through targeted outreach and engagement strategies
• Oversee daily lead generation activity and ensure consistent execution across email, social media, and phone outreach
• Optimize processes for efficiency and results
• Provide coaching and set performance metrics for the team
• Collaborate with sales and marketing leaders to align campaigns with business objectives
• Monitor conversations and messaging for professionalism, consistency, and effectiveness
• Ensure customer engagement reflects company values of integrity and service
• Oversee accurate CRM usage and reporting while providing regular insights on outreach activity
• Establish daily, weekly, and monthly outreach targets and hold the team accountable
• Standardize outreach processes, refine scripts, and leverage automation tools to increase efficiency
• Stay informed on industry trends and best practices, adapting strategies accordingly
• Recruit, train, and mentor Demand Generation Specialists to ensure high performance

Head of Demand Generation, Digital Marketing

Business Development Rep

• Own the full sales lifecycle from opportunity creation through contract execution, including discovery, solution design, proposal development, negotiation, and closing for public sector clients.
• Drive revenue growth through a balanced focus on net-new client acquisition and expansion of existing government and education accounts, consistently meeting or exceeding assigned annual sales targets.
• Proactively create demand within the SLED market through executive-level prospecting, professional networking, social selling, industry events, and targeted outreach to state, local, and education decision-makers.
• Lead consultative discovery engagements to uncover operational inefficiencies, financial constraints, security risks, workforce challenges, and modernization priorities across agencies and institutions.
• Position and clearly articulate solution value, including intelligent document capture, content services, workflow automation, and process transformation, aligned to agency missions, compliance requirements, and ROI.
• Build, manage, and mature a large, diverse sales pipeline, ensuring consistent opportunity flow, accurate forecasting, and achievement of annual revenue and margin objectives.
• Engage cross-functional internal teams to develop, coordinate, and execute winning digital transformation solutions for clients.
• Develop, present, and negotiate tailored proposals and contracts that align with client requirements, procurement processes, funding cycles, and internal profitability expectations.
• Establish and maintain trusted relationships with executive decision-makers, influencers, coaches, and champions across organizations to gain insight, navigate complexity, and drive successful outcomes.
• Maintain accurate sales activity, pipeline, and forecast data using CRM tools (e.g., Salesforce), while actively participating in ongoing sales training and professional development focused on SLED markets.

Mortgage Client Services Analyst

Accounting and Billing Specialist

Pre-Sales Solutions Architect

Head of Demand Generation, Digital Marketing

Director, Business Development, Public Sector SLED