Client Solutions Specialist

Job Responsibility:

Client Solutions Specialist at MORTGAGE automator

Are you ready to be part of a game-changing force in the mortgage industry? At Mortgage Automator, we're not just pushing boundaries; we're redefining them. Our cutting-edge cloud-based loan management and conveyancing software is setting new standards, automating processes, and empowering our clients across four countries — the US, Canada, New Zealand, and Australia.

Why Join Us?

• Competitive Compensation and Benefits: Enjoy industry-leading wages, comprehensive health benefits, and generous vacation policies.
• Impactful Work: Play a direct role in enhancing our customer experience and improving our product.
• Innovative Environment: Stay at the forefront of technology and mortgage automation.
• Career Growth: This role offers a clear pathway for advancement. Team members who excel in the Client Solutions role may be considered for future opportunities in Onboarding or Client Success Management . Growth is performance-based and directly tied to your ability to make an impact, build strong client relationships, and take initiative.
• Vibrant Culture: Join a collaborative, energetic, and feedback-driven team committed to learning and excellence.

Job Summary:

The Client Solutions Team is the frontline of our customer experience — delivering expert-level support, relationship management, and configuration guidance to ensure our clients are set up for success. You'll act as a trusted partner, helping lenders configure their systems, answer complex inquiries, and navigate our platform through email, live chat, and video calls.

We're looking for someone who is not only tech-savvy and client-focused but also motivated by the potential to take on greater responsibility. If you're driven and committed, this role can be a launchpad to long-term growth within the company.

Essential Functions:

• Act as the primary point of contact for client-reported issues via email, chat, or video conferencing.
• Set clear expectations, timelines, and deliverables when assisting clients.
• Assist with the technical setup and configuration of loan products, user roles, workflows, and system permissions.
• Host live walkthroughs, product Q&A sessions, and support calls for individual users and small client teams.
• Confidently present to users with varied technical skill levels, simplifying complex software concepts.
• Diagnose, troubleshoot, and resolve software issues or escalate as necessary.
• Build and nurture long-term client relationships through consistent and proactive communication.
• Document all interactions in our CRM and contribute to our knowledge base.
• Collaborate cross-functionally with QA, Product, and Onboarding teams to ensure seamless client experiences.
• Other duties as assigned.

Qualifications & Experience:

• Experience in Technical Support, Client Success, Onboarding, or QA Testing in a software environment.
• Strong communication skills, especially in explaining technical concepts to non-technical users.
• Detail-oriented and methodical with excellent documentation and organizational skills.
• Able to juggle multiple priorities in a fast-paced, client-focused environment.
• Comfortable presenting to small groups via video calls.

Ready to revolutionize the mortgage industry and accelerate your career? Join us — and take the first step toward a future in leadership at Mortgage Automator!

Position Status: Permanent

Salary: $62,000 +

Schedule: Monday to Friday

Work Environment: In-Office