Lendio · 1 day ago
Client Success Intern
Lehi UT HQ
Internship
Onsite
InternLendio is the nation’s leading small business financial solutions provider, and they are seeking a Client Success Intern to gain hands-on experience in strategic partnership management and business operations. This role involves auditing lender records, collecting documentation, and improving processes to enhance data integrity and onboarding support.
FinanceFinancial ServicesFinTechLending
Responsibilities
Auditing existing lender records in our CRM to identify discrepancies, merge duplicates, and ensure contact information is up to date
Collaborating with the Lender Relations team to reach out to partners and collect missing or updated compliance documents
Build process for Lender onsite interactions and strategic meetings to tightly align with Product roadmap and initiatives
Assisting in the setup of new lender profiles to ensure they are ready to receive deal flow immediately
Identifying bottlenecks in how we track lender requirements and suggesting more efficient ways to organize partner data
Qualification
Required
Currently pursuing a degree in Business Administration, Communications, Finance, or a related field
Strong communication and interpersonal skills, with the confidence to communicate professionally with internal teams and potential external partners
Ability to work independently and as part of a team with a high level of self-motivation
Proficiency in Microsoft Excel / Google Sheets and familiarity with CRM software (e.g., Salesforce)
Extreme attention to detail and organizational skills, specifically regarding data entry and file management
Benefits
Direct mentorship from the Lender Relations team
Regular check ins and feedback
Exposure to cross functional meetings where appropriate
Company
Lendio
Lendio is an online lending marketplace that develops financial applications to offer online loan services.
Founded in 2011
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$108.5MKey Investors
Mercato PartnersSignature BankNapier Park Global Capital
2020-02-27Series E· $31M
2020-02-27Debt Financing· $24M
2016-10-25Series D· $19M
Leadership Team
Brock Blake
CEO, Co-Founder
Trent Miskin
Chief Product Officer and Co-Founder
Recent News
2025-08-14
The Fintech Times
2025-07-18
Company data provided by crunchbase