Customer Success Manager – MCP

PartnerOne

Customer Success Manager managing existing client relationships at Mortgage Cadence. Focus on client growth, optimization, and platform utilization for mortgage lenders.

Posted 6/2/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Experience working with mortgage lenders — banks, credit unions, IMBs, or similar — and a working knowledge of the mortgage origination process.
Demonstrated ability to retain and grow a book of business through relationship management, not just reactive support.
Comfort navigating multi-stakeholder client organizations, from operations staff to C-level executives.
Strong written and verbal communication skills; confident presenting to senior audiences.
Experience identifying and closing upsell or expansion opportunities within an existing customer base.
Highly organized with the ability to manage a large, diverse portfolio of accounts simultaneously.
4+ years of experience in Customer Success, Account Management, or a client-facing role within enterprise SaaS or financial technology.
Direct experience with LOS platforms or other mortgage technology software.
Familiarity with AI-powered automation and the ability to explain AI-driven features to non-technical stakeholders in plain, ROI-focused language.
Experience working with regulated financial institutions and an understanding of compliance sensitivities in the mortgage space.
Prior experience in a role that carried both retention and upsell quota accountability.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account PartnerOne Website LinkedIn All Job Openings 201 - 500 employees 🏢 Enterprise ☁️ SaaS 💳 Fintech Enterprise
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Fintech PartnerOne is one of the fastest growing software groups in the world, providing solutions that enhance the operational efficiency of the largest enterprises globally. The company specializes in acquiring software firms and investing in their development to create more robust, effective, and agile software solutions. PartnerOne is trusted by 80% of the world's largest companies, including the top US and European banks, defense contractors, and media conglomerates, focusing on delivering unparalleled customer support and innovative technologies. Customer Success Manager – MCP 🔥 7 minutes ago 🇺🇸 United States – Remote 💵 $100k - $150k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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. 🎯 Requirements
Experience working with mortgage lenders — banks, credit unions, IMBs, or similar — and a working knowledge of the mortgage origination process.
Demonstrated ability to retain and grow a book of business through relationship management, not just reactive support.
Comfort navigating multi-stakeholder client organizations, from operations staff to C-level executives.
Strong written and verbal communication skills; confident presenting to senior audiences.
Experience identifying and closing upsell or expansion opportunities within an existing customer base.
Highly organized with the ability to manage a large, diverse portfolio of accounts simultaneously.
4+ years of experience in Customer Success, Account Management, or a client-facing role within enterprise SaaS or financial technology.
Direct experience with LOS platforms or other mortgage technology software.
Familiarity with AI-powered automation and the ability to explain AI-driven features to non-technical stakeholders in plain, ROI-focused language.
Experience working with regulated financial institutions and an understanding of compliance sensitivities in the mortgage space.
Prior experience in a role that carried both retention and upsell quota accountability. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Clinical Sales Manager, CRM 🔥 18 minutes ago Abbott 10,000+ employees ⚕️ Healthcare Insurance 🧬 Biotechnology 💊 Pharmaceuticals Website LinkedIn All Job Openings Clinical Sales Manager driving revenue growth and managing clinical specialists in Cardiac Rhythm Management for Abbott. Focused on innovative technologies for heart arrhythmias with a strong emphasis on team collaboration and efficiency. 🇺🇸 United States – Remote 💵 $99.3k - $198.7k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🏆 Customer Success 🦅 H1B Visa Sponsor Strategic Client Success Manager 🔥 1 hour ago Leap 11 - 50 ⚕️ Healthcare Insurance 🤝 B2B Website LinkedIn All Job Openings Strategic Client Success Manager at Leap, enhancing client satisfaction and retention in healthcare. Engaging with employers, TPAs, and PBMs to deliver exceptional service and measurable value. 🇺🇸 United States – Remote 💵 $150k - $170k / year 💰 $1M Venture Round - LEAP HEALTH on 2024-03 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor Customer Success Manager 🔥 1 hour ago Harness 501 - 1000 ☁️ SaaS 🔒 Cybersecurity Website LinkedIn All Job Openings Customer Success Manager driving customer outcomes and retention at Harness, the AI Software Delivery Platform company. Supporting onboarding, adoption, and renewal processes for customers across diverse accounts. 🇺🇸 United States – Remote 💵 $110k - $120k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor Enterprise Customer Success Manager 🔥 1 hour ago Scrunch 51 - 200 🤖 Artificial Intelligence ☁️ SaaS 🤝 B2B Website LinkedIn All Job Openings Enterprise Customer Success Manager guiding enterprise clients in AI software adoption and value realization. Serving as a pivotal liaison between technology and users in a marketing tech startup. 🇺🇸 United States – Remote 💵 $110k - $140k / year 🔥 Funding within the last year 💰 $15M Series A on 2025-08 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Enterprise Customer Success Manager 🔥 1 hour ago Scrunch 51 - 200 🤖 Artificial Intelligence ☁️ SaaS 🤝 B2B Website LinkedIn All Job Openings Enterprise Customer Success Manager ensuring clients maximize value from AI search optimization solutions for brands. Serving as the main point of contact for enterprise-level clients to drive results and engagement. 🇺🇸 United States – Remote 💵 $110k - $150k / year 🔥 Funding within the last year 💰 $15M Series A on 2025-08 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success View More Customer Success Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

customer successaccount managementupsellingrelationship managementmortgage origination processAI-powered automationLOS platformsCRM managementpipeline managementbusiness reviews

Soft Skills

strong communication skillspresentation skillsorganizational skillsmulti-stakeholder navigationclient advocacyproactive problem solvingcollaborationclient educationstrategic thinkingretention focus