Enterprise

Why Loan Pro

“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. Loan Pro unlocks finance.”
-Rhett Roberts, CEO

Enterprise Support - Farmington, UT

“Steve Jobs was once asked what he was most proud of  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 here at Loan Pro- the team that builds Loan Pro. We do what we do because of our people.”
-Rhett Roberts, CEO

As an Enterprise Support Representative, your primary responsibility will be to effectively manage inbound customer questions, problem solve configuration issues, provide technical solutions, and ensure Customer Delight for Enterprise Clients. You will leverage your technical expertise, project management skills, and strong communication abilities to deliver exceptional service and maintain successful client relationships. Responsible for exemplifying excellent customer service and the Company core values, culture, policy and procedures at all times.

• Takes ownership of deep learning about our software, its functions, and how it fulfills our customers' needs and how they use the product. Cultivate new business relationships, maintain existing business relationships with customers and partners
• Understand client needs and implement effective plans to meet them
• Take ownership on becoming a subject matter expert on all aspects of Loan Pro software including how it is used by our customers
• Primary responsibilities will be to effectively manage inbound client support requests and communications for Enterprise client tasks through Slack, scheduled meetings, and emails.
• Will be the main point of contact for Enterprise clients and will be responsible to utilize and involve Mid-Market Support Representative for all tasks to meet client expectations.
• Responsible for providing constructive feedback and training to Mid-Market Support Representatives and training them on necessary system operations and client processes.
• Responsible for overseeing the work of the Mid-Market Support Representative, as it pertains to your assigned Enterprise clients, prior to sending it to the client.
• Provide competent and comprehensive solutions both in written and verbal formats within a customer’s given targeted response time window.
• Train clients and other team members on system operation and client processes
• Practice effective communication (verbal and written) with clients and team members
• Proactively support clients and effectively manage client expectations
• Be a subject matter expert on our business products, processes, and operations, and remain up-to-date on industry news
• Keep management informed of work progress and changes in client needs or processes
• Coordinate with Customer Success Managers to recognize client growth opportunities
• Coordinate with Implementation Engineers to reconstruct or provide additional configurations and integrations to the Loan Pro software
• An essential function of this role requires onsite work to collaborate with other team members. Remote work can be conducted at manager's discretion and in accordance with company hybrid policy.
• Other duties as prescribed - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

• Account Management: follow-up with customers and ensure their account is doing well. Ability to build relationships across a range of styles and cultures to form networks within and outside the company. Maintain client expectations and deliver exceptional customer service and support.
• Software Configuration:
  Problem solve configuration issues and ensure it aligns with the client's specific requirements and meets their unique business needs. Make choices that benefit the company and our clients under…