[Remote] DIR Implementation Project Management at Sagent

Remote

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, SaaS, Mortgage ServicingIndustries

Requirements

Candidates should have a four-year college degree in a relevant discipline plus 10 years of experience in a related field, or an advanced degree plus 5 years of related experience. Experience will be considered in lieu of a degree. Proven experience in strategic customer onboarding and post-sales lifecycle management is required, along with specific functional expertise, strong leadership and team management skills, exceptional communication and interpersonal skills, and a results-oriented focus on customer satisfaction. The ability to provide guidance to others as a lead or individual contributor project manager using product/service and technical expertise, along with problem-solving skills to address complex customer issues effectively, is also necessary.

Responsibilities

The Customer Implementations Director will provide strategic leadership in developing and implementing customer onboarding processes, driving continuous improvement, and overseeing the post-sales customer lifecycle, including new customer onboarding and product implementations. They will support changes related to renewals, product improvements, and up-sell/cross-sell initiatives, while developing strategies to maintain high customer loyalty and satisfaction. Responsibilities also include addressing and resolving complex customer issues, acting as a customer advocate, maintaining accurate records, generating reports, leading and mentoring a team, tracking and analyzing customer performance metrics, and developing comprehensive customer training programs. Collaboration with Sales and Product teams to provide insights and coordinate upselling/cross-selling opportunities is also key.

Skills

Project Management

Customer Onboarding

Product Implementation

SaaS

Financial Technology

Customer Lifecycle Management

Issue Resolution

Customer Advocacy

Documentation

Reporting

Strategic Leadership

Sagent

Modernizes mortgage loan servicing with software

About Sagent

Sagent modernizes mortgage loan servicing for banks and lenders by providing software solutions that enhance efficiency and user experience. Their products include AI-embedded tools for automating documents, offering real-time predictive insights, and generative AI-based chat features. These tools enable financial institutions to manage millions of consumer loans effectively while ensuring compliance and operational efficiency. Sagent primarily serves banks and mortgage lenders, operating on a software-as-a-service (SaaS) model that generates revenue through subscriptions and service contracts. Their platforms focus on a mobile-first consumer experience, allowing homeowners to manage their mortgages easily, resolve issues quickly, and access expert advice, which boosts customer satisfaction and helps financial institutions lower costs and improve servicing values.

Upper Merion Township, PennsylvaniaHeadquarters

2018Year Founded

$17MTotal Funding

M_AND_ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Remote Work Options

Health Insurance

Unlimited Paid Time Off

Family Planning Benefits

Tuition Reimbursement

Paid Family Leave

401(k) Company Match

Pet Insurance

Professional Development Budget

Company Social Events

Risks

Emerging fintech startups may erode Sagent's market share.

Data privacy concerns could lead to regulatory scrutiny and affect client trust.

Economic downturns in the housing market may impact Sagent's revenue.

Differentiation

Sagent offers AI-embedded tools for document automation and predictive insights.

The company provides a mobile-first consumer experience for mortgage management.

Sagent's generative AI-based chat capabilities enhance customer service in mortgage servicing.

Upsides

Growing demand for AI-driven mortgage servicing solutions boosts Sagent's market potential.

Mobile-first solutions align with consumer demand for convenient mortgage management.

SaaS model provides Sagent with recurring revenue and scalable solutions.

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