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Senior Professional Service Consultant
Perseus Group
Remote, USA
Full-time
Senior · 5+ years experience
Remote
Discovered 3 weeks ago
Role Overview
We are seeking an experienced Senior Professional Service Consultant to partner with mortgage lenders on business transformation, system implementation, and process optimization initiatives.
This role works directly with clients to understand business objectives, analyze operational processes, and design solutions that drive efficiency, compliance, and user adoption.
The ideal candidate is an independent thinker, self-starter, and collaborative team player who can translate complex business requirements into practical solutions and deliver successful client outcomes.
Full Job Posting
Key Responsibilities
- Client Consulting & Solution Design
- Lead discovery sessions to understand client goals, workflows, and business requirements.
- Analyze current-state processes and recommend best-practice solutions.
- Translate business requirements into functional system and operational designs.
- Identify opportunities for automation, process improvement, and operational efficiency.
- Serve as a trusted advisor to business and executive stakeholders.
- Implementation & Delivery
- Facilitate workshops and stakeholder meetings.
- Document requirements, process flows, gap analyses, and solution recommendations.
- Support configuration validation, testing, training, user acceptance testing (UAT), and go-live activities.
- Partner with clients to drive organizational readiness and user adoption.
- Collaboration
- Work closely with Product Management, Professional Services, Client Success, Training, and Technical teams.
- Build strong relationships with clients and internal stakeholders.
- Share best practices and mentor team members where appropriate.
Required Qualifications
- 5+ years of experience in mortgage banking, financial services, consulting, business analysis, or software implementation.
- Strong understanding of mortgage origination, lending operations, or loan lifecycle processes.
- Experience gathering and documenting business requirements.
- Exceptional communication, facilitation, and presentation skills.
- Strong analytical, organizational, and problem-solving capabilities.
- Ability to manage multiple priorities and work independently in a fast-paced environment.
- Experience with loan origination systems (LOS), including Empower or similar mortgage platforms.
- Experience leading system implementation or business transformation projects.
- Knowledge of mortgage compliance, investor requirements, and operational workflows.
- PMP, CBAP, Lean, Six Sigma, or related certifications.
- Success Profile
- Independent Thinker: Challenges assumptions and develops innovative solutions.
- Self-Starter: Takes ownership, works with minimal direction, and drives results.
- Team Player: Collaborates effectively across clients and internal teams.
- Consultative: Focuses on understanding business needs before prescribing solutions.
- Customer-Focused: Committed to delivering measurable client outcomes.
- Results-Oriented: Accountable for quality, timelines, and customer satisfaction.
- Key Performance Indicators
- Client satisfaction
- On-time project delivery
- Requirements and solution quality
- User adoption and readiness
- Implementation success and client outcomes
- Reduction in rework and escalation rates
- Time off (US Only)
Preferred Qualifications
- Experience with loan origination systems (LOS), including Empower or similar mortgage platforms.
- Experience leading system implementation or business transformation projects.
- Knowledge of mortgage compliance, investor requirements, and operational workflows.
- PMP, CBAP, Lean, Six Sigma, or related certifications.
- Success Profile
- The successful candidate will be:
- Independent Thinker: Challenges assumptions and develops innovative solutions.
- Self-Starter: Takes ownership, works with minimal direction, and drives results.
- Team Player: Collaborates effectively across clients and internal teams.
- Consultative: Focuses on understanding business needs before prescribing solutions.
- Customer-Focused: Committed to delivering measurable client outcomes.
- Results-Oriented: Accountable for quality, timelines, and customer satisfaction.
- Key Performance Indicators
- Client satisfaction
- On-time project delivery
- Requirements and solution quality
- User adoption and readiness
- Implementation success and client outcomes
- Reduction in rework and escalation rates
- FLSA Designation (US Only):
- Salary Range:
- Other Compensation (US Only):
- Benefits (US Only):
- Time off (US Only):
About Perseus Group
Software & SaaS6000 employeesFounded 2004
Canadian buy-and-hold acquirer and operator of vertical-market software businesses serving specialized industries worldwide.
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