Customer Solution Consultant

Role Overview

• 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).
• 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.
• 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.
• 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.

Requirements

• 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.
• 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.
• 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).

Benefits

• 80% Medical/Dental
• PTO and Holiday Schedule
• HSA and 401K Match
• Wellness Rewards and EAP