{"id":2434232,"url":"https://alion.io/job/loanpro-sr-customer-success-manager","title":"Sr. Customer Success Manager","company":{"id":1804600,"name":"LoanPro","domain":"loanpro.io","url":"https://alion.io/company/loanpro","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"BambooHR","truth_index":{"grade":"B","score":79,"open_postings":7,"ghost_share":0,"stale_share":0.857,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-11T05:49:22Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Farmington, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":80000,"max_usd":170000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":768},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2025-08-11T00:00:00Z","employer_posted_date":"2025-08-11","last_verified_at":"2026-11-11T08:37:03Z","board_verified":true,"closed_at":null,"days_open":457,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":457},"description":"Sr. Customer Success Manager - Farmington, UT (Preferred)\nWhy LoanPro:\n“We want to change how the future of finance works. We’re working to change finance to be highly personalized. It changes who has access to capital. It changes personal finances. It can have a ripple effect on everything you do. LoanPro unlocks finance.” -Rhett Roberts, CEO\nAt LoanPro, we're more than just a fintech company-we’re transforming the lending landscape. With over $18 billion in loans managed across North America, LoanPro isn't just growing-it's leading the industry transformation.\nHow we do what we do:\n“Steve Jobs was once asked what he was most proud of at Apple. Was it the iPhone? Was it the iPad? Steve Jobs replied it was the team that built Apple. That’s what I’m most proud of\nhere at LoanPro- the team that builds LoanPro. We do what we do because of our people.” -Rhett Roberts, CEO\nAt the heart of our success are our exceptional employees, whose talent, passion, and dedication fuel the growth and profitability of our company. As a next-generation SaaS platform, we deliver core lending infrastructure that empowers mid-market and large lenders to operate more efficiently, quickly, and effectively. Our cloud-native solution helps clients streamline operations, enhance organization, and drive unparalleled performance in their lending processes.\nWhat you own:\nSr. Customer Success Managers (CSMs) are a pivotal part of our Customer Success team. You are responsible for nurturing and maintaining strong relationships with our valued customers. The primary objective of a Sr. Customer Success Manager (CSM) is to ensure the success and satisfaction of our customers throughout their LoanPro journey. By understanding the unique needs and objectives of our customers, a Sr. CSM will proactively engage with key stakeholders, provide personalized support, and offer strategic guidance to drive the maximum value from our solutions. Your efforts will focus on retention, revenue growth, and maximizing customer lifetime value. A successful Sr. CSM is a customer advocate and trusted advisor, playing a crucial role in driving customer success and fostering lasting partnerships that contribute to LoanPro’s growth and success.\nEssential Job Functions:\nTechnical CapabilitiesDemonstrates strong technical understanding of software/SaaS, and LoanPro. Capable of effectively supporting customer conversations by explaining technical concepts, troubleshooting basic technical problems, and coordinating with technical teams to ensure seamless service delivery.\nA thought leader. Handling technical discussions and assisting customers in determining the best course of action and how to best employ LoanPro and our ecosystem of integrations..\n\nBusiness ConductDemonstrates a solid understanding of lending, fintech, and business principles.\nDemonstrates a high level of business acumen and professionalism, able to engage with clients at all levels.\nConsistently responds to customer inquiries and internal communications (within the same day for most items)\nEngages in clear, professional communication with customers and internal teams.\nProactively identifies potential issues, areas for improvement, and opportunities to add value, taking initiative to address them before they escalate.\nCreates and delivers clear and effective presentations, occasionally needing assistance with more complex topics.\n\nRelationship Development:Builds strong relationships fostering trust and loyalty both internally and externally.\nEffectively manages a complex portfolio of customers, identifying trends and common issues while providing consistent and high quality service. \nManage common escalations by developing initial action plans and proactively working with team members and leadership.\nConduct regular strategic/quarterly business reviews with clients, building out the schedule, agenda, and attendee list strategically.\n\nCustomer Training:Collaborate across the organization to coordinate and deliver training programs and resources.\nWork with various teams to build and maintain educational materials that increase customer self-sufficiency.\n\nFeedback Collection:Implement mechanisms for gathering feedback on products, services, and overall customer experience.\nAnalyze feedback to identify trends, areas for improvement, and opportunities to enhance customer satisfaction.\n\nUpselling and Cross-Selling:Identify opportunities for upselling or cross-selling based on customer usage patterns and needs.\nCollaborate with sales teams to maximize revenue potential.\n\nCustomer Health Monitoring:Utilize key performance indicators (KPIs) and metrics to assess customer health.\nImplement systems to monitor and analyze customer data, identifying early signs of dissatisfaction or potential churn.\n\nScalability Planning:Develop and refine scalable processes to manage a growing customer base efficiently.\nEvaluate and implement customer success tools and technologies to enhance operational effectiveness.\n\nAn essential function of this role requires onsite work to collaborate with other team members. Remote work can be conducted at managers discretion and in accordance with company hybrid policy.\nOther duties as prescribed\nWhat you need for success:\nProven experience in Customer Success, Account Management, or a similar role in the SaaS industry. \nExcellent communication, presentation, and interpersonal skills.\nStrong problem-solving and analytical abilities.\nExperience in loan management or financial services is a plus.\nDedication to high-quality customer service delivery and integrity through proven client and customer relationships\nEnergetic high performer who can meet deadlines, work independently, take initiative and follow through with requests\nProficiency in G Suite, Microsoft Office applications as well as industry-specific analysis software\nDesire to support the LoanPro Core Values & Beliefs\nBenefits of the Role:\n80% Medical/Dental\nPTO and Holiday Schedule\nHSA and 401K Match\nWellness Rewards and EAP\nAt LoanPro, we have the ability to make a real difference. LoanPro offers a value-based, innovation-focused, learning culture and endless opportunities for growth. Come help us build LoanPro.\nIf you need an accommodation to apply for the position or during the interview process, please email ","description_format":"text","description_chars":6320,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-10-13T10:14:52Z"}],"visa":[],"liveness":{"score":9,"band":"cold","label":"Long shot","p_open":1,"p_active":0.336,"p_room":0.28,"age_days":457,"expected_fill_days":36,"reasons":["conf:2","win:tail","crowd:"],"computed_at":"2026-11-11T05:49:22Z"},"pay":null,"html_url":"https://alion.io/job/loanpro-sr-customer-success-manager","json_url":"https://alion.io/job/loanpro-sr-customer-success-manager.json","meta":{"generated_at":"2026-11-11T08:57:57Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":14579,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1804600},"rest":"https://alion.io/mcp/rest/get_company?id=1804600"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Floanpro-sr-customer-success-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Floanpro-sr-customer-success-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Floanpro-sr-customer-success-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/loanpro-sr-customer-success-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Floanpro-sr-customer-success-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2434232}},{"tool":"search_jobs","arguments":{"company":"loanpro.io","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2434232},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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