The Mortgage Office · 1 week ago
Onboarding & Professional Services Manager
Huntington Beach, CA
Full-time
Onsite
Senior Level
$100K/yr - $120K/yr
5+ years expApplied Business Software, Inc. is the industry leader in private lending and loan management technology. They are seeking an experienced operational leader to drive customer success by leading the onboarding team and building out the professional services practice, ensuring clients successfully adopt their platform while identifying opportunities for expanded services engagement.
Financial ServicesInformation TechnologySoftwareWeb Development
Responsibilities
Lead and develop the current onboarding team, establishing clear processes, quality standards, and success metrics
Design and refine implementation methodologies that reduce time-to-value for new customers
Create scalable onboarding frameworks that accommodate our growing customer base without proportional resource increases
Collaborate with Sales Engineering during handoff to ensure seamless customer transitions
Develop training materials, documentation, and customer enablement resources
Monitor implementation timelines, identify bottlenecks, and drive continuous improvement
Serve as escalation point for complex technical implementations or customer concerns
Build and launch TMO's professional services practice from the ground up
Define service offerings, packaging, and pricing models that complement our core platform
Identify opportunities for custom configuration, integrations, data migration, and optimization services
Develop statements of work, project scoping processes, and delivery methodologies
Create forecasting models and capacity planning for services demand
Establish quality assurance processes and customer satisfaction metrics
Partner with Product and Engineering to identify common customization patterns that inform product roadmap
Work closely with Sales Engineering to identify professional services opportunities during the sales cycle
Coordinate with Support team to triage issues that may require deeper services engagement
Provide feedback to Product and Engineering on customer pain points, feature requests, and implementation challenges
Partner with Finance on services revenue recognition, resource allocation, and profitability analysis
Contribute to strategic planning around team scaling, technology investments, and service expansion
Qualification
Required
5+ years experience in customer success, implementation, or professional services roles
2+ years managing technical teams in a B2B SaaS or financial technology environment
Proven track record building or scaling services organizations from early stages
Strong project management skills with experience handling multiple complex implementations simultaneously
Technical fluency to understand software architecture, APIs, integrations, and database concepts
Experience creating services packaging, scoping engagements, and managing to delivery margins
Excellent communication skills with ability to translate technical concepts for business audiences
Data-driven approach to measuring success and identifying improvement opportunities
Preferred
Experience in lending technology, mortgage software, or financial services platforms
Background in both customer-facing implementation and billable professional services
Understanding of financial institution compliance and regulatory requirements
Track record of developing team members and building high-performing cultures
Consulting or systems integration background
Benefits
Comprehensive health, dental, and vision coverage.
401(k) with company funded match.
Competitive compensation and room for professional growth.
Performance-based bonuses.
Generous PTO.
Modern workspace with on-site amenities.
Awesome company Christmas party.
Company
The Mortgage Office
The Mortgage Office® is a powerful suite of lending solutions. Using our comprehensive core loan servicing products.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Carlos Nodarse
Chief Executive Officer
Brett Lawrence
Chief Financial Officer
Recent News
2025-05-29
Company data provided by crunchbase