Lendingwise
https://lendingwise.comAbout
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Account Manager (Customer Success) — Account Audits & Customer Advocacy
Location: Remote
Hours: Full-time, EST 9:00am–5:00pm
Reports to: Customer Success Leadership
Role summary
We’re hiring an Account Manager to review and audit customer account usage, create clear health and usage reports, troubleshoot customer issues, and serve as an internal customer advocate. You’ll collaborate closely with customers over Zoom and work cross-functionally with Senior CSMs, Product Owners, and the Dev team to drive fast, high-quality resolutions and improve retention.
What you’ll do
- Audit customer accounts regularly (usage, adoption, configuration, workflow integrity, outcomes)
- Build and deliver account health/usage reports with insights, risks, and recommended next steps
- Troubleshoot issues (process + platform) and drive resolution by coordinating with Product/Dev/Support
- Run customer calls over Zoom to clarify problems, set expectations, and guide solutions
- Proactively identify churn risk signals (low usage, stalled adoption, repeated issues, sentiment) and create action plans
- Act as a customer advocate internally—communicate pain points, themes, and improvement opportunities
- Track follow-ups and outcomes to ensure issues are closed and customers feel supported
What we’re looking for
- 2+ years in Customer Success / Account Management / Technical Support / Implementation (B2B SaaS preferred)
- Strong analytical mindset: comfortable reviewing usage patterns, drawing conclusions, and creating reports
- Confident communicator on Zoom with the ability to explain solutions clearly and calmly
- Skilled at cross-team coordination and escalation with Product/Engineering
- Organized and reliable: you follow through and keep customers informed
- Comfort troubleshooting software workflows (bonus if you’ve worked with CRM, LOS, or fintech tools)
Nice to have
- Experience with churn-risk management, customer health scoring, or renewals
- Familiarity with ticketing systems (HubSpot/Zendesk) and task tools (ClickUp/Jira)
- Basic technical comfort (APIs, logs, browser troubleshooting) even if not a developer
Success looks like
- Faster resolution times and fewer repeat issues
- Improved product adoption and customer sentiment
- Reduced churn risk via proactive interventions and clear action plans
How to apply
Send your resume and a short note describing:
- A time you diagnosed a customer issue using data/usage signals
- How you coordinated with Product/Dev to resolve it
- Your availability to work EST 9–5
The recruiter has not been active on this job recently. You may apply but please expect a delayed response.
Location: Remote (US preferred) | Type: Full-Time | Team Size: 12-person product org
Industry: Fintech / Lending SaaS | Stack: PHP, Python, AWS, LangChain, OpenAI, CrewAI
🧠
What We’re Building
We’re LendingWise — a B2B SaaS platform powering over 250 lenders, brokers, and banks nationwide. We’re launching a next-gen AI Agent Platform for the mortgage/lending lifecycle: document verification, pricing engines, automated workflows, and multi-agent orchestration — all fully integrated with our CRM/LOS.
You’ll lead the design and development of:
- Modular AI agent system (n8n, CrewAI, LangChain, or your recs)
- Workflow builder UI (admin-facing, trigger/condition/action logic)
- Tool registry + field mapping layer (to connect LendingWise + 3rd-party APIs like CoreLogic, Qualia)
- Document AI module using OCR (Textract or Google)
- Python AI microservices running next to our PHP monolith
- OpenAPI 3.1 upgrade of our current endpoints
🛠️
Your Role
- Act as hands-on architect and lead engineer
- Own integration of LLMs, workflows, and document tools into real loan files
- Design scalable agent orchestration, triggers, and tool execution
- Collaborate with CTO, 5 full stack engineers (PHP), and 2 product owners
- Prototype and ship the MVP in 4–6 months, scale from there
💡
About You
- You’ve built real-world agent workflows or automation platforms (AI or not)
- You’re fluent in LangChain, CrewAI, OpenAI API, or similar
- You’ve shipped production software integrating external APIs and business logic
- You’re comfortable leading architecture, writing Python services, and advising on where PHP stays or goes
- You balance speed with technical vision — you build for iteration, not just demos
🧰
Bonus Skills
- Experience with mortgage or financial software
- PHP knowledge (to interface with legacy systems)
- Familiarity with MCP (Model Context Protocol) or tool registry concepts
- Vector databases, RAG, embeddings, Doc AI APIs
📈 Why This Role?
- Massive greenfield AI project with real customers, real use cases, real docs
- No fluff. Small team. Fast cycles. Visible outcomes.
- You’ll architect something that might become the “AI Copilot of Lending”
✅ Apply if you’re ready to:
- Own the architecture
- Write production Python
- Help shape the next chapter of AI in lending tech
The recruiter has not been active on this job recently. You may apply but please expect a delayed response.
PHP
Docker*Must speak fluent english*
Video Pre-Screen Interview Required... After submitting please also visit here to apply & start the initial video interview:
Job description
We believe cloud based technology has changed how we work. Our commercial lending SaaS platform empowers our client base of brokers and lenders to create a seamless borrower experience, manage a network of brokers, & scale their entire lending organization in the cloud powered by LendingWise
Company Description
Do you want to work for a company powering the digital lending transformation across numerous lending verticals? We work to make a lending platform that is robust, customizable, & turnkey for numerous business purpose lending products like residential/commercial real estate lending, business funding, SBA, Equipment, MCA and more. The lending suite of products includes a CRM, LOS, Marketplace, and Servicing capabilities, ALL-IN-ONE platform. It’s the holy grail for every private lender/commercial lender/bank/Credit Union or broker of any size. We launched in early 2018 and have seen explosive growth nationwide.
Position Summary
LendingWise is looking for a Full Stack Developer/Architect who has the ability to define, develop and manage the existing architecture strategy for the LendingWise platform & its inter-connected products related to CRM, LOS, Servicing & Marketplace of lenders. You will be responsible for introducing new applications, services, and technologies into the LendingWise technical landscape and you will take responsibility for the initiatives you designed. You will need expert level knowledge of a variety of business domains including, but not limited to, CRM, Loan Origination, Loan Servicing, Payment integration, & API connectivity for various integrations for mortgage vendors (Plaid, Corelogic, DocMagic, Docusign, etc… & CRMs like hubspot, salesforce, etc… You need to manage input from our product owner/manager & CEO and assume overall responsibility for the execution of multiple, large-scale, mission critical initiatives. You will be accountable to a variety of primary business stakeholders for the quality and success of programs assigned to you. An acute sense of attention to detail is necessary. This role requires working with teams within and outside the USA. Flexibility in working hours will be required.
Key Responsibilities
Help plan, architect, & review various phases, features, bugs, & enhancements of the CRM, Loan Origination, & Loan Servicing platform & API connectivity hub
Introduce new tools and fresh insights to assist with development goals
Work on new features, enhancements, bugs & refactor code to MVC structure within the LendingWise platform
Requirements
Deep knowledge of Core PHP & other PHP frameworks, including strong experience with MVC patterns
JavaScript, HTML, Bootstrap
MySQL & Stored Procedures
Excellent skills in object-oriented programming and MVC design patterns
Comfortable working with SSH command line & GitHub version control, & PHP Storm
Solid knowledge of RESTful API endpoints
Multi-tenant CRM, ERP, Real Estate, Loan or FinTech Experience required
Compensation:
Competitive Salary & Bonuses
2 weeks paid time off annually
Flexible work schedule
Job Type: Full-time
Location:
Remote
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