PartnerOne

Artificial Intelligence

• Design, develop, and maintain **AI- and automation-driven solutions** that support the rapid configuration of MCP for client implementations.
• Leverage **LLMs (e.g., OpenAI, Claude)** to interpret client documentation (e.g., underwriting guidelines, product matrices, policies) and generate configuration outputs.
• Build and optimize **automated workflows** using tools such as **n8n, Power Automate, Zapier**, or custom scripts to streamline repetitive tasks in the implementation lifecycle.
• Integrate outputs with system APIs to **populate configuration templates and system admin screens**.
• Partner with subject matter experts to **identify high-impact use cases** and translate business needs into scalable technical solutions.
• Collaborate with Product and Engineering teams to ensure solutions are **secure, compliant, and maintainable**.
• Create internal documentation, **training materials**, and guides to support adoption and enable team self-sufficiency.
• Stay current on AI/automation trends and proactively propose **new tools or approaches** that can drive efficiency.

Automation and AI Specialist

Sales Development Rep

• Conduct high-volume outbound prospecting activities through cold calls, cold emails, LinkedIn outreach, and other lead generation channels.
• Identify and engage potential prospects across target accounts and industries.
• Generate qualified meetings and sales opportunities for the Business Development and Sales teams.
• Qualify leads based on business needs, decision-making structure, budget, and potential fit.
• Move qualified prospects effectively through the early stages of the sales lifecycle.
• Maintain accurate CRM records, activity tracking, pipeline updates, and reporting discipline.
• Collaborate closely with Business Development and Sales leadership to align outreach strategies and target accounts.
• Utilize modern prospecting and outreach tools to maximize engagement and pipeline generation efficiency.

Sales Development Representative, Chinese Speaking

Engineer

• This Engineer will be responsible to lead the enterprise performance engineering efforts to ensure system scalability, stability, reliability, and responsiveness across distributed cloud and hybrid environments. Responsible for designing and executing load, stress, endurance, and scalability testing strategies while identifying bottlenecks across applications, APIs, databases, and infrastructure. Works closely with Architecture, DevOps, QA, and Development teams to validate production readiness, optimize system performance, and support high-availability cloud deployments within Azure and AKS environments.
• **Primary Tools**
• - Apache JMeter
• - Akamai CloudTest
• - Azure Load Testing
• - Azure Application Insights
• - Azure DB Metrics
• - AKS Container Monitoring
• - PowerShell Monitoring Scripts

Lead Performance Engineer

Full-stack Engineer

• Design and develop custom WordPress themes and plugins tailored to client requirements.
• Build and maintain websites using page builder tools including Elementor, Divi Builder, and Visual Composer.
• Write clean, well-structured PHP code and maintain MySQL databases.
• Optimize websites for speed, performance, and Core Web Vitals compliance.
• Debug and troubleshoot front-end and back-end issues with strong analytical thinking.
• Perform code reviews and ensure adherence to best practices and coding standards.
• Collaborate with UI/UX designers to implement responsive, cross-browser-compatible interfaces.
• Maintain website security, perform updates, and handle backups.
• Integrate third-party APIs, tools, and services as needed.
• Understanding of SEO best practices and structured data markup.

WordPress Full Stack Developer

Backend Engineer

• Develop, test, and maintain features across the .NET-based platform, from APIs to user-facing interfaces.
• Write clean, well-tested C# code and contribute thoughtful peer code reviews.
• Build efficient SQL Server queries, stored procedures, and data models in support of feature work.
• Work with internal services and external third-party integrations as part of feature delivery.
• Diagnose and resolve defects across development and production environments.
• Partner with senior engineers on design and architecture; bring ideas and pushback when warranted.
• Contribute to documentation, automated testing, and continuous improvement of the engineering process.

Senior .NET Software Developer

QA Engineer

• Validate **end-to-end mortgage workflows** (application → closing) for compliance and business accuracy
• Review test scenarios to ensure alignment with **regulatory rules and lender requirements**
• Define and verify expected outputs for:
• - Disclosures, fees, **APR/APOR**, escrow, mortgage insurance, basic mortgage calculations
• Partner with **Compliance, Product, Devs, and QA teams** to ensure risk-based test coverage
• Identify gaps in **regression and automation coverage** related to mortgage logic and rules
• Demo new features and fixes to Compliance, Customer or Product teams
• Guide **test data strategy**, including:
• - Edge cases
• - State-specific regulations
• - Investor-specific scenarios
• Ensure coverage of **high-risk, compliance-sensitive workflows**
• Create high-quality test cases for automation handoff

Manual QA Engineer – Compliance

Solutions Engineer

• Provide strategic and organizational direction for solutions being proposed during prospecting, contract negotiation, and delivery planning phases.
• Oversee the solution planning process across multiple clients and various states of the contract phase.
• Leverage insights and knowledge from sales, product, and implementation teams to define and improve effective solution planning.
• Manage when demand dictates a team of one or more Solution Analysts.
• Develop strong relationships with Sales, Sales Engineering, Delivery, and Product in order to proactively and in the spirit of collaboration develop solution proposals and procedures that increase the organization's ability to deliver grounded and standardized (where possible) solutions across a diverse client base.
• Propose, modify, and create technical solutions and process improvements that drive dependable solution delivery and client satisfaction.
• Meet with clients and prospects for requirements and solution clarifications and become an integral part of the estimation/RTM process.
• Work closely with Professional Services AI Lab to drive AI initiatives and development

Solution Architect – Professional Services

Systems Engineer

• Serve as the primary technical point of contact throughout the sales cycle.
• Partner with the sales team to develop and execute winning sales strategies.
• Lead in-depth technical presentations and product demonstrations, effectively communicating both technical depth and business value.
• Respond to RFPs and RFIs, crafting compelling technical proposals and solution architectures.
• Build and maintain trusted advisor relationships with key technical and executive stakeholders.
• Conduct discovery sessions to understand customer security challenges, infrastructure, and strategic goals, then design tailored NetWitness solutions.
• Design, deploy, and manage Proof-of-Concept (POC) evaluations, ensuring measurable, documented outcomes.
• Deliver health-checks, workshops, and technical roadmap sessions for existing customers to retain and expand their NetWitness footprint.
• Own and develop the technical partner relationships within the assigned territory, including enablement and joint POC support.
• Provide technical training and mentoring to sales team members and channel partners.
• Represent NetWitness at industry events, trade shows, conferences, and seminars — delivering presentations and generating pipeline.
• Maintain deep, current knowledge of the NetWitness platform, competitive landscape, and adjacent security technologies.
• Stay ahead of emerging threats, attack techniques, and industry trends to deliver relevant, credible technical discussions.
• Serve as the voice of the customer to product management and engineering, relaying field insights, feature gaps, and competitive intelligence to influence the product roadmap.

• Develop and maintain features for our main platform
• Deploy code to production and respond to live incidents in production
• Work closely with developers and QA testers to deliver and meet expectations
• Work in an international environment with teams in multiple time zones
• Think out of the box and solve unique problems
• Attention to detail

Fullstack Developer

Customer Success Manager

• Manage a portfolio of MCP clients including banks, credit unions, IMBs, and other mortgage originators across the full post-implementation lifecycle.
• Drive renewal of 100% of your client book's contract value; proactively identify at-risk accounts and develop mitigation plans early.
• Conduct regular business reviews with client stakeholders — from operational teams through executive sponsors — to demonstrate ROI and align on future roadmap.
• Identify, qualify, and close upsell opportunities within existing accounts, including new MCP modules, expanded platform tiers, and incremental capabilities.
• Act as a product educator: help clients adopt and maximize MCP features, including Agentic AI workflows, automation tools, and integration capabilities.
• Partner with Implementation and Support teams to ensure smooth go-lives and quick resolution of escalations.
• Serve as the client's internal advocate — translating their feedback, requests, and frustrations into actionable input for Product and Engineering.
• Maintain accurate account health data, renewal forecasts, and pipeline records in CRM.
• Represent Mortgage Cadence at industry events and client on-sites as needed.
• Collaborate with the Sales team on expansion opportunities that may require a full AE-led sales cycle.

Customer Success Manager – MCP

Content Writer

• Write clear, attractive copy, adapted to specific target audiences - i.e., matter-of-fact writing, not marketing fluff.
• Interpret marketing briefs to understand project requirements.
• Collaborate with marketing team members (graphic designers, content marketing manager, social media manager, email marketer, webmaster, etc.) on large- and small-scale marketing projects (e.g., email campaigns, landing pages, case studies, brochures, sales presentations, video scripts, etc.)
• Edit and proofread copy to ensure high quality standards are met.
• Conduct high-quality research and interviews.
• Use SEO principles to maximize content’s performance on search engines.
• Drive brand consistency across company communications.
• Apply brand guidelines/voice.

Content Writing Specialist

Operations

• Assist in corporate items related to all functional departments and generate performance reports
• Develop and implement Operations policies and procedures
• Assist in making sure the company’s processes remain legally compliant
• Maintain up-to-date records of finance and operational stats ensuring that the company is in compliance with the management plans
• Evaluate new Operations tools and technologies and make recommendations for adoption
• Assist in the development of budgets and forecasting, including cost-saving measures
• Serve as the primary point of contact for Corporate Operations, vendor and supplier relationships

Operations Coordinator

• Lead the preparation process for U.S. federal corporate income tax returns (Forms 1120 and consolidated filings)
• Manage annual tax provisions
• Prepare and manage multi-state income and franchise tax filings
• Monitor state nexus, registrations, and exposure across entities
• Manage estimated tax payments, extensions, and annual compliance calendar
• Reconcile all tax filings to the general ledger and consolidated financial statements
• Prepare and coordinate Forms 5471, 5472, and related disclosures (where applicable)
• Support U.S. reporting related to foreign subsidiaries and intercompany transactions
• Ensure alignment between transfer pricing documentation, intercompany balances, and U.S. filings
• Manage IRS and state tax notices and responses
• Support federal and state tax audits
• Coordinate effectively with external tax advisors when needed
• Build and maintain a comprehensive U.S. tax compliance calendar
• Implement process improvements to increase internal ownership of tax compliance
• Identify areas of tax risk and proactively escalate to leadership

U.S. Tax Compliance Manager

Data Analyst

• Manage initiatives to improve data product offering work with engineering or use AI tools to define problems, shape solutions, and ship
• Investigate data quality issues independently and own the full feedback loop, from root cause to resolution to clear communication with Customer Success and customers (joining customer calls, providing written resolution notes, etc)
• Design QA procedures to proactively identify and prevent data integrity issues
• Build repeatable, automated checks to reduce reliance on manual investigation