Why you'll LOVE Sagent:

You could work anywhere. We know you are talented and looking for something inspiring and impactful. A place where you will make a difference and have a great time doing it!

By choosing Sagent, you can be part of our mission to make loans and homeownership simpler and safer for all consumers.

Sagent powers servicers and consumers. You power Sagent!

About The Opportunity: Our company is a leading player in the financial technology sector, specializing in SaaS-based mortgage servicing solutions. As part of our commitment to customer success, we are currently seeking a qualified individual for the position of Customer Onboarding Manager within our dynamic Customer Success department.

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Your day-to-day at Sagent:

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Customer Onboarding Excellence:

• Facilitate a smooth customer onboarding process, ensuring an easy and positive introduction for customers to our mortgage servicing SaaS solution.
• Apply a theoretical knowledge base and specific functional expertise to achieve onboarding goals through individual work.

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Project Management Support:

• Provide guidance to others as a lead or individual contributor project manager, leveraging product/service and technical expertise.
• Collaborate with cross-functional teams to contribute to the success of customer onboarding initiatives.

Post-Sales Lifecycle Management:

• Support and manage the post-sales customer lifecycle, offering on-going assistance, managing customer renewals, and contributing to up-selling and cross-selling initiatives.
• Contribute insights and feedback to improve products and enhance overall customer satisfaction.

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Customer Performance Tracking:

• Track customer performance, ensuring continuous engagement with the product and optimizing product utilization.
• Collaborate with analytics teams to analyze customer data and provide actionable insights.

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Customer Training and Optimization:

• Provide training to customers, enabling them to optimize their activities using the product and fostering self-sufficiency.
• Contribute to the development of training materials and resources to enhance customer product knowledge.

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We would love to hear from you if you have: 

• Completion of bachelor’s degree in a relevant discipline plus 3 to 4 years of experience in a related field. Equivalent experience will be considered in lieu of a degree.
• Demonstrated experience in customer onboarding and project management.
• Strong default-related mortgage servicing experience.
• Familiarity with default claim processing and guidelines. 
• Service Now/Sales Force/Smartsheet
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Familiarity with SaaS-based solutions and financial technology.
• Ability to provide guidance and support to a team.
• Customer-focused mindset with a commitment to customer success.

#LI-AA1

Perks!

As a Sagent Associate, you will be eligible to participate in our benefit programs beginning on Day #1! We offer a comprehensive package including Remote/Hybrid workplace options, Health Benefits, Unlimited Flexible Time Off, Family Planning Services, Tuition Reimbursement, Paid Family Leave, 401(k) Matching, Pet Insurance, LinkedIn Learning, Virtual Social Experiences, Career Pathing, Focus Time Fridays and much, much more!

Why Sagent?

Sagent is transforming the mortgage servicing industry by bringing the modern experience customers now expect from loan originations to loan servicing. Our platform lets customers manage their home-owing lives from anywhere while giving servicers lower costs, scale compliance and higher servicing values through full market cycles.

Sagent is a joint venture that combines Fiserv Inc.'s decades of market-leading fintech expertise with Warburg Pincus' skill in growing technology companies. We hire innovators and doers to disrupt the last and most complex frontier of lending and housing. We're growing fast and need you to help shape our future.