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Customer Success Manager- MCP

2 weeks, 6 days ago
United States
Full-time
Mid Level
Customer Success Manager
Customer and Technical Support
CRM
Apply Now
PartnerOne

PartnerOne

PartnerOne specializes in enterprise software solutions that manage extensive data environments through hyper automation, virtualized cloud storage, artificial intelligence, and metadata analytics, serving many of the world's largest corporations.

Media
51-250
View All Jobs 47

Description

  • 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 client book contract value and proactively identify and mitigate at-risk accounts.
  • Conduct regular business reviews with stakeholders to demonstrate ROI and align on future roadmap priorities.
  • Identify, qualify, and close upsell opportunities for additional MCP modules, platform tiers, and capabilities.
  • 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 fast resolution of escalations.
  • Serve as the internal voice of the customer by translating 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 Sales on expansion opportunities that may require an AE-led sales cycle.

Requirements

  • Experience working with mortgage lenders such as banks, credit unions, IMBs, or similar, with 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 with confidence 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, preferred.
  • Direct experience with LOS platforms or other mortgage technology software, preferred.
  • Familiarity with AI-powered automation and the ability to explain AI-driven features to non-technical stakeholders in plain, ROI-focused language, preferred.
  • Experience working with regulated financial institutions and understanding compliance sensitivities in the mortgage space, preferred.
  • Prior experience in a role with both retention and upsell quota accountability, preferred.
  • Compensation of $100,000–$150,000 USD annually plus additional commission structure available.

Interested in this position?

Apply directly on the company website

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