Log In
Sign Up
Company Overview:
Mortgage Automator (MA) is a B2B SaaS software in the financial technology (fin-tech) space with a strong focus in private lending. In a nutshell, we are a cloud-based CRM that fully automates private lending business of any size: from document generation, compliance and reporting, to helping manage investor relations.
We began in 2013 as a simple document generating tool for a small private lender in Toronto, Canada. The idea was to relieve the company from their redundant day-to-day tasks, and instead help them concentrate on growing and managing their business. It worked so well that we set out an ambitious goal to make the product available to everyone in the industry!
In 2017, MA development began and we officially launched in January 2019. We won Canadian Mortgage Awards of Excellence the same year. We’ve expanded in the U.S, Australia and New Zealand. Our goal is to continue growing exponentially as we pave the way with our intuitive and robust software.
We’re a vibrant team that loves to work hard, celebrate the wins and most importantly, grow together. Our software continues to evolve rapidly to meet the needs of our partners, with new features added weekly.
We are looking for 3 Onboarding Specialists to join our team. You will play a lead role in bringing our partners onto the Mortgage Automator platform. There are many moving parts to this process, tons of excitement and cross-collaboration involved to ensure our partner’s confidence and success in their day-to-day operations.
Role Overview:
- Status: Full-time, Permanent
- Location: Hybrid/Flexible
- Career advancement path: Onboarding Specialist > Onboarding Lead
- Department: Onboarding team
- Reports to: Laura Williams, Onboarding Team Lead & Account Manager
What you will do:
- Guide our customers from contract signature to fully-functioning through operational set up and launch
- Align on timelines, expectations and success criteria for the first 60 days post signature
- Partner with our sales team to ensure a smooth client transition into onboarding and implementation
- Lead onboarding calls with new clients including discovery sessions, training, check-ins and 360 feedback sessions
- Advocate for partner’s interests internally across product, sales and ops teams
- Continuously strive to find ways to improve, scale and delight our customers in the onboarding process
- Define potential client required enhancements and communicate those enhancements to the product technical team.
- Reduce roadblocks as best as possible
- Improving product or service adoption
- Creating a loyal customer base
- Improving communication between stakeholders
- Give customers detailed account directions
- Record and solve customer issues, queries, and requests
- Educate users about the product best practices
Qualifications:
Must Haves:
- 1-2+ years of experience in financial services
- Post secondary degree or equivalent work experience
- Strong collaboration, communication and time management skills
- Excellent interpersonal and relationship building skills
- Exceptional presentation skills
- The ability to multitask and prioritize tasks and client needs
- Charismatic, sharp, self- starter with a “do what it takes” mentality.
Nice to Have:
- Previous experience in customer success/onboarding preferred
- Experience in mortgage/lending industry
Benefits include:
- Comprehensive dental and medical benefits
- Flexible work from home + in office arrangement
- Generous vacation & time off policy
How to apply:
Please address your letter of application to Javairia Asif, Head of People.
To learn more about life at Mortgage Automator, visit our career page: https://www.mortgageautomator.com/careers/
Job Types: Full-time, Permanent
Salary: $45,000.00-$65,000.00 per year
Benefits:
- Casual dress
- Company events
- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- Paid time off
- Vision care
- Work from home
Schedule:
