Client Success Intern

Lendio • Lehi, UT

5d

About The Position

The Client Success Intern (Lender Partnerships) is a unique opportunity for students or recent graduates to gain hands-on experience in strategic partnership management and business operations. Interns will have the chance to contribute to meaningful projects, collaborate with team members, and develop valuable skills within a supportive environment. This position will allow interns to engage in various tasks, including improving the accuracy of our lender database, auditing partner contracts, and standardizing how we collect and store critical documentation. What You Will Own: Data Integrity & Cleanup: Auditing existing lender records in our CRM to identify discrepancies, merge duplicates, and ensure contact information is up to date. Documentation Collection: Collaborating with the Lender Relations team to reach out to partners and collect missing or updated compliance documents. Standardization Projects: Build process for Lender onsite interactions and strategic meetings to tightly align with Product roadmap and initiatives. Onboarding Support: Assisting in the setup of new lender profiles to ensure they are ready to receive deal flow immediately. Process Improvement: Identifying bottlenecks in how we track lender requirements and suggesting more efficient ways to organize partner data. What You’ll Need to Be Successful: Currently pursuing a degree in Business Administration, Communications, Finance, or a related field. Strong communication and interpersonal skills, with the confidence to communicate professionally with internal teams and potential external partners. Ability to work independently and as part of a team with a high level of self-motivation. Proficiency in Microsoft Excel / Google Sheets and familiarity with CRM software (e.g., Salesforce). Extreme attention to detail and organizational skills, specifically regarding data entry and file management. Mentorship and Support: Direct mentorship from the Lender Relations team Regular check ins and feedback Exposure to cross functional meetings where appropriate Pay Range: Get to know Lendio: Lendio is the nation’s leading small business financial solutions provider, with a mission to help small businesses survive and thrive. With its diverse network of lenders, Lendio enables small business owners to apply for multiple business financing options with a single application. In addition to creating access to small business capital, Lendio offers time-saving financial SaaS products that are designed to streamline business operations. Lendio is a mission-driven organization striving to provide equal access to capital to underserved communities and America’s smallest businesses. For every new marketplace loan Lendio facilitates, Lendio Gives—an employee-contribution and employer-matching fund, in partnership with KIVA–provides a microloan to low-income entrepreneurs around the world, continuously re-investing the fund. Lendio is an equal opportunity employer committed to diversity and inclusion. We welcome anyone who wants to help small businesses survive and thrive and aligns with our core values, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know. Fueling the American Dream is our ethos Lendio was founded on the idea of assisting small business owners in obtaining the funds they seek to accomplish their goals. We provide a safe and secure platform for borrowers, helping them to find funding quickly and eliminate traditional, time-consuming intermediaries. Since 2011, over $13 billion has been loaned to small businesses. Thousands of business owners can rest easy knowing that they've created 45,000 jobs and have put money into local economies all over the country. We’re a different kind of company. Our team is composed of 500+ (and growing) smart, talented people who are passionate about our mission and who understand that teamwork can help us achieve almost anything. We whole-heartedly believe that when you’re surrounded by talented, motivated people, life gets better and we’re in the market for more humans like you. Did we intrigue you?! We emphasize the fun in funding. At Lendio, we want you to be the CEO of everything you do. We're a team that believes in agility, innovation, and growth. We foster a culture of collaboration and support, so you can feel free to take risks, try new things, and succeed. We want people who are ready to be leaders in their fields - not just here at Lendio but in any industry they choose to pursue in the future.

Requirements

• Currently pursuing a degree in Business Administration, Communications, Finance, or a related field.
• Strong communication and interpersonal skills, with the confidence to communicate professionally with internal teams and potential external partners.
• Ability to work independently and as part of a team with a high level of self-motivation.
• Proficiency in Microsoft Excel / Google Sheets and familiarity with CRM software (e.g., Salesforce).
• Extreme attention to detail and organizational skills, specifically regarding data entry and file management.

Responsibilities

• Data Integrity & Cleanup: Auditing existing lender records in our CRM to identify discrepancies, merge duplicates, and ensure contact information is up to date.
• Documentation Collection: Collaborating with the Lender Relations team to reach out to partners and collect missing or updated compliance documents.
• Standardization Projects: Build process for Lender onsite interactions and strategic meetings to tightly align with Product roadmap and initiatives.
• Onboarding Support: Assisting in the setup of new lender profiles to ensure they are ready to receive deal flow immediately.
• Process Improvement: Identifying bottlenecks in how we track lender requirements and suggesting more efficient ways to organize partner data.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed
• Number of Employees: 251-500 employees