Own complex customer implementations from kickoff through go-live, leading delivery and execution across all stages of the onboarding lifecycle
Serve as a trusted advisor to customers, guiding them through platform capabilities, best practices, and strategic configurations aligned with their business needs
Independently manage multiple high-impact customer projects with competing timelines and stakeholders
Lead customer discovery sessions, synthesize findings, and design implementation plans tailored to each customer’s workflows and goals
Partner cross-functionally with Sales, Product, Engineering, and Customer Success to ensure a seamless customer onboarding experience
Identify and resolve roadblocks quickly, using data and insights to communicate risks, surface tradeoffs, and mitigate issues
Create and maintain implementation assets (templates, documentation, best practice guides) that support scalability
Mentor and support junior team members during onboarding and delivery efforts
Requirements
5+ years of experience leading software implementations and managing enterprise or high-complexity customers
Expertise with project management tools and systems (e.g., Google Workspace, Jira, Confluence, project tracking software)
Experience with mortgage software/system implementations
Comfort with technical systems and configuration- willing and able to quickly learn new tools and products
A passion for customer success, problem solving, and proactive risk mitigation
Excellent communication skills across technical and non-technical audiences
Ability to influence stakeholders and guide customers through change
Has used API tools (e.g., Postman, Swagger) to test, debug, or validate requests/responses
Has worked on SaaS implementations that required API integrations (internal or customer-facing)
Has collaborated with customer dev teams to troubleshoot integration issues
Preferred: Has documented API workflows or contributed to integration guides/runbooks
Preferred: Understanding of loan origination workflows and familiarity with mortgage data
Preferred: Prior experience mentoring or coaching other implementation consultants