Implementation Lead

Loancrate•Los Angeles, CA

1d•$130,000 - $180,000•Remote

About The Position

Loancrate is hiring an Implementation Lead to manage the project-management side of customer transitions to its loan origination system (LOS). The role owns each implementation’s plan, milestones, timeline, owners, dependencies, and progress, coordinating Loancrate teams and the customer to keep the transition on track through go-live. Customer Success Managers (CSMs) and Implementation Consultants lead mortgage-advisory and hands-on configuration work; the Implementation Lead ensures those efforts are sequenced and coordinated. The Implementation Lead will establish a repeatable rollout methodology and templates, maintain project visibility in Jira and/or Linear, run implementation meetings, identify and escalate risks, and communicate progress to internal teams and customers. The role also provides process feedback to Product and Engineering as implementation experience reveals product or process gaps. Loancrate is remote-first, with approximately monthly domestic U.S. travel to customer sites and occasional additional trips for milestones such as kickoff and go-live.

Requirements

Direct experience in the mortgage industry, ideally at a lender or mortgage technology company, with understanding of the origination-to-closing lifecycle.
Hands-on experience participating in a lender’s transition from one loan origination system to another, such as Encompass, Empower, or Byte.
Strong PMO or program management background running structured, multi-workstream projects with deadlines and multiple stakeholders.
Fluency with Jira and/or Linear and the ability to maintain project tracking and customer-facing visibility.
Strong meeting facilitation and written communication skills, including the ability to run steering discussions and write actionable status updates.
Ability and interest in building repeatable processes and documenting work as it happens.
Bias to action and comfort with ambiguity while building a function and process from the ground up.
Collaborative, low-ego approach to coordinating with CSMs, Implementation Consultants, Engineering, and customers.
Proactive and independent workstyle, including keeping plans, trackers, agendas, and follow-ups moving without reminders.

Responsibilities

Own project management for customer implementations, including the plan, timeline, and overall status.
Define rollout milestones and coordinate sales handoff, configuration, data migration, user acceptance testing (UAT), training, and go-live.
Align Implementation Consultants, CSMs, and customer teams on responsibilities, deadlines, and dependencies.
Keep Jira and Linear project information accurate, including statuses, owners, and next steps, and maintain customer-facing progress visibility.
Prepare agendas, facilitate implementation status meetings, document decisions and action items, and follow up with owners.
Develop a repeatable rollout plan, playbook, and templates based on lessons learned from implementations.
Identify risks and dependencies early, bring relevant people together to resolve blockers, and escalate decisions with timeline context.
Partner with CSMs and Implementation Consultants to sequence their work and keep it on schedule.
Communicate implementation process feedback to Product and Engineering, identifying timeline impacts caused by product gaps or process gaps.
Travel to customer sites approximately once a month within the United States, with occasional additional travel around key milestones.