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The Real Deal. Digital finance for digital retailing, online and in-store.
Senior Client Success Analyst
Location
United States
Posted
93 days ago
Salary
0
Seniority
Senior
Job Description
Senior Client Success Analyst
eLEND Solutions
• Act as a trusted expert for clients navigating loan registration and AUS processes • Strengthen client engagement and long-term partnership success • Provide advanced operational support and solutions for complex mortgage scenarios • Mentor junior team members and share best practices • Contribute to improving client success tools, training, and processes • Serve as the primary point of contact for complex client inquiries and escalations • Provide expert guidance on mortgage loan structuring and loan registration processes • Proactively engage key clients to understand evolving needs and potential challenges • Identify opportunities to improve client satisfaction, engagement, and retention • Analyze loan registrations and provide support for new submissions within the eLEND portal • Assist clients with Automated Underwriting System (AUS) runs and loan structuring questions • Troubleshoot registration issues and guide clients through platform workflows • Deliver live and on-demand training on portal functionality, loan processes, and products • Develop training materials, client guides, and digital resources • Analyze client usage data and feedback to identify trends and improvement opportunities • Partner with Sales, Operations, Product, and Underwriting teams to resolve complex client issues • Mentor junior Client Success Analysts on complex cases and best practices • Help refine client success workflows and operational processes
Job Requirements
- 3+ years of experience as a Loan Officer Assistant (LOA)
- Strong knowledge of loan processing, loan structuring, and AUS runs
- Experience supporting clients within mortgage platforms or LOS systems
- Background in client success, mortgage processing, underwriting, or similar client-facing roles
- Strong analytical skills with the ability to translate data into actionable insights
- High proficiency with technology platforms, portals, and LOS systems
- Excellent written, verbal, and presentation communication skills
- Strong organizational skills and ability to manage multiple priorities
- Experience using CRM systems and Microsoft Office tools
- Deep understanding of the mortgage lending lifecycle
- Natural leadership ability with a collaborative mindset
- Commitment to continuous learning and professional development
Benefits
- Medical, dental, and vision coverage
- 401(k) plan
- Paid time off and holidays
- Remote work environment
- Career development opportunities
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Solutions Enablement Manager
DatassentialDatassential is committed to revolutionizing how food and beverage companies plan for the future through innovative marketing intelligence tools. Dedicated to empowering industry o
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We’re looking for a customer-focused Solutions Enablement Manager to help existing clients implement and operationalize Datassential’s data services within their own systems. This team provides data and custom UI services that help clients operationalize Datassential’s data within their own systems and workflows. - Work directly with existing customers to understand how they want to use Datassential data. - Determine the best way to deliver and integrate data into customer processes. - Guide data service initiatives such as CRM matching, data integrations, and Snowflake connections. - Ensure customers understand the value of these services and how they support their goals. - Partner closely with Customer Success and internal technical teams to scope enablement initiatives and define project goals. - Collaborate with Project Coordinators who manage the operational execution and delivery of the work. Qualifications - Comfortable leading client conversations and guiding discussions with both business and technical stakeholders. - Experienced working with CRM systems, data integrations, or cloud data platforms. - Familiar with how companies operationalize data inside tools like CRM systems, internal analytics platforms, or cloud data environments. - Curious about how companies use data and excited to help customers get more value from it. - A strong communicator who can explain technical ideas in a way that makes sense to different audiences. - Organized and proactive, able to manage multiple customer initiatives and keep stakeholders aligned. - A collaborative partner who enjoys working cross-functionally with Customer Success, Product, and technical teams. - A problem solver who likes figuring out the best path forward for customers. - Focused on outcomes and committed to helping customers successfully adopt Datassential’s data services. Requirements - 3–5 years of experience in a client-facing role such as customer success, implementation, technical account management, or data operations. - Experience working with CRM systems, data integrations, or analytics/data platforms. - Strong communication skills and ability to translate technical concepts for non-technical audiences. - Highly organized and able to manage multiple projects or initiatives simultaneously. - Proficiency in Microsoft Office (Excel, PowerPoint, Word). Benefits - Affordable Medical, Dental, and Vision Insurance, including a no cost employee-only plan. - Paid parental leave. - 401K with dollar-for-dollar company match up to 5%. - Unlimited PTO, recharge days, and Christmas through New Year break. - Wellness Reimbursement or HQ Gym access. - Employee stipend. Compensation & Eligibility - This role is open to candidates currently residing in and authorized to work in either the United States or Canada. - USA: Salary base range for this role will be $75,000 – $85,000 USD. - Canada: Salary base range for this role will be $85,000-$95,000 CAD. - Actual compensation will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. - This role is eligible for an annual performance-based bonus of 8% of your base salary. Our Table Welcomes All We embrace diversity of both background and thought and foster an inclusive environment that extends an open landscape of opportunities to everyone. We invite each of us to simply be ourselves. We operate with respect and without judgment, celebrating both the power of the individual as well as our shared humanity. Datassential is an equal opportunity employer. We do not require "Canadian experience" for any role.


