Customer Solution Consultant - Farmington, UT
What you'll own:
The Customer Solution Consultant is a key technical and strategic partner for LoanPro's clients, bridging the gap between business requirements and technical solution design. This role is responsible for ensuring client success and driving revenue growth by proactively identifying opportunities and crafting complex, scalable solutions. The Solution Consultant acts as a trusted advisor to enterprise clients, assisting both Customer Success Managers (CSMs) and the Sales team.
Essential Job Functions:
Client Strategy & Communication
- Act as a technical consultant for Customer Success Managers (CSMs) on client accounts.
- Clearly articulate and present solution designs and their associated benefits to both technical and executive-level client contacts.
- Lead technical discussions with clients, serving as a subject matter expert on LoanPro products and integrations.
- Act as a trusted advisor to key enterprise clients, leading strategic conversations on technical roadmaps and strategy.
- Craft and deliver executive-level communications, including strategic Quarter Business Reviews (QBRs).
Revenue Growth & Business Acumen
- Proactively review client accounts and business processes to identify inefficiencies and areas for improvement.
- Connect technical solutions directly to potential revenue increases, compliance improvements, and operational efficiencies.
- Provide direct assistance and technical expertise in sales and upsell processes.
- Drive revenue by proactively presenting solutions for new features, compliance, and process improvements.
- Craft comprehensive business cases that demonstrate a clear Return on Investment (ROI) to clients, leading to additional contractual commitments or Professional Services tasks.
Solution & Statement of Work (SOW) Design
- Craft ideal, scalable solution designs for complex clients and their sophisticated integrations.
- Collaborate closely with Professional Services to ensure clarity and successful implementation of solution designs.
- Independently create comprehensive technical documentation, including diagrams, integration guides, and design specifications for standard solutions.
- Design and document complex, custom solutions that may involve multiple LoanPro products.
- Create and review detailed Statements of Work (SOWs) for Professional Services engagements, including those for Product Extensions, ensuring technical accuracy and feasibility.
Mentorship & Process Improvement
- Proactively review the accounts and processes of your client base to identify opportunities for LoanPro product and process improvements.
- Provide mentorship and guidance to Technical Success Managers (TSMs) and CSMs on technical solutions and best practices.
- Review proposed product changes from TSMs prior to escalation to the Product Vetting group.
- Develop internal processes and documentation to improve the Solution Consulting team's efficiency and overall function.
Job Qualifications / Skill Requirements:
Experience & Education
- 3+ years of experience in a technical client-facing role such as Solution Consultant, Sales Engineer, or Technical Account Manager, preferably in a SaaS or FinTech environment.
- Proven track record of designing and scoping complex technical solutions involving API integration and SaaS platforms.
- Bachelor's degree in a technical field (e.g., Computer Science, Engineering, Information Technology) preferred, or equivalent practical experience.
Technical & Solution Design Skills
- Demonstrated ability to create comprehensive solution documentation including architecture diagrams, integration guides, and design specifications.
- Proficiency in translating complex business requirements into clear, scalable technical designs.
- Experience in creating and reviewing detailed Statements of Work (SOWs) for professional services or custom development engagements.
- Strong understanding of API functionality and best practices for system integration.
Business & Communication Skills
- Exceptional written and verbal communication skills, with the ability to articulate technical concepts and their business value (ROI) to both technical and executive audiences.
- Proven ability to consult, advise, and lead strategic conversations with enterprise-level clients.
- Strong business acumen with experience in identifying and driving revenue growth opportunities (upsells, process efficiencies, new feature adoption).
- Experience in mentoring and providing technical guidance to cross-functional internal teams (e.g., Customer Success, Technical Support).
Preferred Qualifications
- Experience in the Lending or Financial Services industry, with knowledge of loan origination, servicing, or collections processes.
- Familiarity with regulatory compliance in the lending space.
- Experience with process improvement methodologies and developing internal team standards.
Benefits of the Role:
- 80% Medical/Dental
- PTO and Holiday Schedule
- HSA and 401K Match
- Wellness Rewards and EAP
