Role Description
We are looking for a versatile, detail-oriented Account Operations Manager to bridge the gap between initial sales and long-term client success. In this role, you will be the engine behind our client experience, overseeing everything from technical implementation to ongoing relationship health for our PM + Connect and DART + Non-LOS asset platforms. You are the primary custodian of the client journey once a deal closes, ensuring that technical onboardings are seamless, users are expertly trained, and hurdles are cleared quickly. Youβll sit at the intersection of Sales, Capital Markets, and Product, acting as the operational glue that ensures our clients realize the full value of our lending and asset management technology.
What You'll Do
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Manage end-to-end client and partner onboarding through successful go-live, including user management, roles, permissions, and self-service setup.
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Lead product walkthroughs, workflow training, and transaction education while creating all necessary onboarding docs, training materials, and reference guides.
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Handle technical provisioning, including API key distribution and access configuration, specifically for Figure Markets and YLDS capabilities.
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Serve as the primary technical point of contact for clients, logging and tracking inbound requests and recurring issues.
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Triage, route, and own the resolution of bugs, while answering basic loan status or data questions and escalating as needed.
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Support the Sales and Capital Markets team on demos and technical Q&A during the sales process and partner on platform-dependent deals.
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Own the structured handoff from the Sales and Capital Markets team into the implementation phase.
Qualifications
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4β7 years of professional experience in technical account management, implementation, or customer success, preferably within FinTech, Lending, or SaaS.
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Proven experience handling technical onboardings, including API key management, user permissioning, and troubleshooting technical workflows.
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A track record of owning post-sale relationships, conducting business reviews, and managing account health for institutional or enterprise clients.
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Understanding of mortgage or lending lifecycles (LOS), asset management, or structured finance is a significant plus.
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A Bachelorβs degree in Business, Finance, Computer Science, or a related field preferred.
Requirements
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Base Compensation Range: $110,000 - $148,350/yr
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25% annual bonus target, paid quarterly
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Company equity in the form of RSUs
Benefits
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Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
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Company HSA, FSA, Dependent Care, 401k, and commuter benefits
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Employer-funded life and disability insurance coverage
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11 Observed Holidays & PTO plan
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Up to 12 weeks paid family leave
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Continuing education reimbursement