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Customer Success Manager – MCP
Location
United States
Posted
26 days ago
Salary
$100K - $150K / year
Seniority
Senior
Job Description
Customer Success Manager – MCP
PartnerOne
• 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.
Job 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.
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