Senior Professional Service Consultant

Position Summary

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.

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.

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

Salary Range:

Perseus, an operating group of Constellation Software Inc., acquires independently managed software companies around the world. It provides them with the strategic guidance and financial security they need to become leaders within their respective markets.

Equal Opportunity Employer

Perseus Group is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Acquisition Strategy

"We seek out vertical market software businesses where motivated small teams composed of good people, can produce superior results in tiny markets. What we offer our business unit managers is autonomy, an environment that supports them in mastering vertical market software management skills, and the chance to build an enduring and competent team in a ‘human-scale’ business"

Mark Leonard

President, Constellation Software Inc.

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