Customer Onboarding Specialist
PostscriptSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
$100,000 – $160,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
YesVisa
B2B SoftwareIndustries
Requirements
Candidates must be located in or willing to relocate to San Francisco, be comfortable regularly interacting with customers via chat and video, and possess an organized and hardworking attitude. A strong interest in tinkering with the product and imagining new workflows is also beneficial.
Responsibilities
The Customer Success Manager will conduct calls with customers to assist with onboarding, best practices, feature education, and renewals process management. They will also work with engineering to build tooling and processes, convey product feedback, identify at-risk customers, dogfood Pylon, and contribute to customer education initiatives such as webinars and content creation.
Skills
Customer Onboarding
Customer Relationship Management
Customer Education
Problem-Solving
Communication
Process Improvement
Data Analysis
Webinar Creation
Content Creation
Tooling
Roadmap Ideas
Pylon
Digital mortgage integration platform for businesses
About Pylon
Pylon Lending provides a digital mortgage infrastructure that allows businesses to integrate mortgage services into their products efficiently. Their platform offers APIs and pre-built UI components, enabling clients, mainly in the financial and real estate sectors, to embed a complete digital mortgage experience with minimal coding. Unlike traditional mortgage services that require extensive infrastructure, Pylon offers a customizable Software Development Kit (SDK) that covers the entire mortgage origination process, from application to closing. This approach helps clients save time and reduce costs. Pylon's goal is to simplify the mortgage process for businesses, allowing them to launch new mortgage products quickly while enhancing customer satisfaction.
New York City, New YorkHeadquarters
2022Year Founded
$8.3MTotal Funding
SEEDCompany Stage
Fintech, Financial ServicesIndustries
11-50Employees
Benefits
Medical, vision & dental
Unlimited PTO
Hardware allowance
Annual off-sites
Risks
Increased competition from fintech companies could erode Pylon's market share.
Potential regulatory changes may require costly adjustments to Pylon's platform.
Reliance on Citi's trading desk for liquidity poses partnership risk.
Differentiation
Pylon offers a fully digital mortgage experience via APIs and pre-built UI components.
Freddie Mac approval enhances Pylon's credibility in the mortgage industry.
Pylon's platform allows quick integration of mortgage services, reducing time and cost.
Upsides
Citi's investment provides Pylon access to institutional-grade products and rates.
Pylon raised $8.5M in seed funding, boosting its growth potential.
Increased AI adoption in mortgage underwriting can enhance Pylon's platform efficiency.
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