Lead 4–6 week onboarding programs for mortgage lenders adopting an AI-powered pre-underwriting platform. Manage kickoffs, implementation plans, LOS integration, testing, training, launch readiness, customer support, troubleshooting, and handoffs to account owners. Build relationships with lender teams, coordinate with technical staff, resolve workflow issues, and improve onboarding materials. Mortgage industry experience and hands-on Encompass expertise are required.
Customer Success Manager (Onboarding Specialist)
Full-time. Strong preference for hybrid work in our Seattle office. We’ll pay relocation expenses to the Pacific Northwest for strong candidates. Remote work will be considered for exceptional candidates.
About Friday Harbor
Friday Harbor is an AI-powered pre-underwriting platform for mortgage lenders. It helps lending teams review loan files, identify missing information and potential issues, and prepare complete files before underwriting. After coming out of beta in summer 2025, nearly 1% of US residential mortgages used Friday Harbor in September 2026, including loans from three of the country’s top 15 independent mortgage banks
We’re a well-funded Seattle-based startup backed by leading venture investors including Abstract, Mischief, Wischoff, AI2 Incubator, and CoFound.
Role
We’re hiring a mortgage professional with strong project management and interpersonal skills to help lenders adopt Friday Harbor’s pre-underwriting platform. You’ll lead each customer’s 4–6 week onboarding, from sales handoff through launch.
You’ll train customers on pre-underwriting workflows, manage implementation, and share customer support coverage.
Responsibilities
· Lead kickoffs and manage onboarding plans, deadlines, and follow-up across multiple customers.
· Agree on goals and launch criteria with each lender, then keep customer and internal teams on track.
· Coordinate setup, LOS integration, and testing with lender administrators and our technical team.
· Train LOs, LOAs, and processors on pre-underwriting workflows, including reviewing loan files, identifying missing information, and resolving issues before underwriting.
· Test representative loans with customers, resolve issues with product and engineering, and confirm readiness to launch.
· Support initial use, check progress against onboarding goals, and hand off open items to the ongoing account owner.
· Answer customer questions, troubleshoot workflow issues, and improve onboarding guides and training.
· Handle day-to-day customer success alongside implementations, answering questions, resolving issues, and helping customers get the most from Friday Harbor.
Qualifications
· Experience as a Loan Officer, Loan Officer Assistant, Processor, or similar mortgage sales or operations professional, with a solid understanding of pre-underwriting and loan-file preparation.
· Hands-on Encompass experience is required.
· Strong project management skills. You can organize several projects, manage deadlines, and follow through without reminders.
· Excellent interpersonal skills. You build trust, lead meetings, explain things clearly, and handle difficult conversations well.
· Comfort learning software, troubleshooting problems, and working with technical teams.
Preferred Experience
Experience implementing mortgage software, onboarding customers, or training teams.
Compensation and Benefits
· $100,000–$130,000 annual base salary, based on experience.
· Stock option eligibility in a high-growth, venture-backed startup.
· Full health, dental, and vision benefits, with company-paid health insurance premiums.
The base pay range for this role is $100,000 – $130,000 per year.
Friday Harbor Seattle, Washington, USA Office
1100 Dexter Ave N, Seattle, Washington, United States, 98109 3598
Similar Jobs
eCommerce • Legal Tech • Professional Services • Software • Data Privacy
Manages relationships with affiliates, influencers, creators, advertising agencies, and other partners. Responsibilities include responding to inquiries, conducting outreach, identifying and onboarding partners, supporting negotiations, maintaining contract and compliance records, reporting performance, and monitoring industry trends. The role requires strong communication, writing, stakeholder reporting, partner management, contract negotiation, and independent collaboration skills.
Top Skills:
AwinEverflow
eCommerce • Legal Tech • Professional Services • Software • Data Privacy
Manage social and PPC advertising campaigns from concept through reporting. Responsibilities include developing ad copy and creative concepts, audience targeting, conversion tracking, analytics monitoring, A/B testing, performance optimization, and stakeholder reporting across Google Ads and other advertising platforms.
Top Skills:
Apple AdsChatgpt AdsGoogle AdsGoogle AnalyticsGoogle Tag ManagerMatomo AnalyticsPpcTiktok AdsWordpressX/Twitter Ads
eCommerce • Legal Tech • Professional Services • Software • Data Privacy
Manage and optimize paid search campaigns across Google Ads, Microsoft Ads, and ChatGPT Ads. Set bids and budgets, implement conversion tracking and pixels, monitor KPIs, analyze campaign performance, and create custom reports. Collaborate with writers, designers, and developers on landing pages and advertising strategies. The role requires strong analytics, reporting, writing, WordPress, and independent-work skills.
Top Skills:
Chatgpt AdsGoogle AdsGoogle AnalyticsGoogle Tag ManagerMatomo AnalyticsMicrosoft AdsWordpress
What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
