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Customer Training & Advisory Specialist

Remote

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 SaaS-based mortgage servicing and financial technology company dedicated to providing cutting-edge solutions and exceptional customer experiences. As a pivotal part of our Customer Success department, we are in search of an experienced professional for the role of Senior Staff Customer Training and Advisory Specialist.

Your day-to-day at Sagent:

Strategic Customer Training Leadership:
  • Provide strategic leadership in the development and execution of advanced customer training programs.
  • Develop and implement training initiatives to enhance customer utilization and satisfaction.
Advisory and Process Improvement:
  • Act as a senior advisor, guiding customers on the optimal utilization of systems.
  • Drive process improvements and support existing customers in streamlining workflows.
Subject Matter Expertise:
  • Serve as a subject matter expert for Tier 2 and Tier 3 support, offering advanced solutions.
  • Mentor junior staff and contribute to the continuous development of the team's expertise.
Leadership and Collaboration:
  • May provide guidance to others as a Lead or an individual contributor project manager, leveraging technical expertise.
  • Collaborate with cross-functional teams to understand and drive customer requirements for onboarding and system utilization.
Business Process Reviews:
  • Conduct Business Process Reviews in a consultative role, providing insights for enhancing customer workflows.
  • Work closely with customers to understand their needs and recommend tailored solutions.
Training and Support:
  • Provide training and support to reduce customer effort and ensure a smooth experience.
  • Collaborate with clients to ensure effective onboarding and continuous improvement.

We would love to hear from you if you have: 

  • Bachelor’s degree in Business, Computer Science, or relevant discipline with 4 - 6 years of experience in a related field. Experience will be considered in lieu of a degree.
  • Extensive experience in strategic customer training and advisory roles.
  • Proven ability to drive process improvements and streamline customer workflows.
  • Strong leadership and mentoring capabilities.
  • In-depth knowledge of mortgage servicing and financial technology.
  • Expertise in serving as a subject matter expert for Tier 2 and Tier 3 support.
  • Experience conducting Business Process Reviews in a consultative role.

 

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.

 

Sagent is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. 

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