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Enterprise Implementation Specialist

Enterprise Implementation Specialist

Applied Business SoftwareHuntington Beach, CA, US
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Job Description

Job Description

About Us

Applied Business Software (ABS) is a leading provider of innovative software solutions tailored for the mortgage industry. Our flagship product, The Mortgage Office, streamlines and optimizes every aspect of loan management for a growing base of 1,400+ clients.

At ABS, we empower mortgage brokers, lenders, and real estate professionals with tools that improve efficiency, compliance, and customer service. Our platform includes robust loan management, accounting integration, reporting, and a user-friendly interface — all designed to drive success in a competitive market.

We pride ourselves on exceptional customer experience and long-term partnerships, supporting clients through implementation, training, and ongoing success.

Position Overview

We are seeking an Enterprise Implementation Specialist to join our team. This role goes beyond standard onboarding and support — you will lead enterprise-level implementations, provide technical expertise, and serve as a trusted advisor to clients adopting The Mortgage Office at scale.

In addition to onboarding, training, and customer success responsibilities, you will assist clients with technical implementations, SQL reporting, system investigations, and API integrations, ensuring they maximize the value of our platform.

Key Responsibilities

Enterprise Onboarding & Implementation

  • Lead onboarding for enterprise-level clients, including complex system setup, integrations, and advanced configurations.
  • Serve as implementation project manager, collaborating with internal teams (Data, Documents, Support, Product) to ensure seamless migration of client data and workflows.
  • Deliver tailored training via webinars, documentation, and hands-on sessions to support client adoption.
  • Configure bespoke onboarding and training curriculums to meet client-specific requirements.

Technical Expertise

  • Assist clients with SQL reporting, data validation, and customized report generation.
  • Provide API guidance and troubleshooting, supporting integrations with third-party applications.
  • Investigate and resolve technical issues, escalating to engineering as needed while maintaining clear communication with clients.
  • Act as a technical consultant, advising clients on best practices for system performance, reporting, and scalability.
  • Customer Success & Relationship Management

  • Act as the primary point of contact for assigned enterprise accounts for the first 12-18 months, ensuring high levels of client satisfaction and retention.
  • Proactively monitor client health and usage to identify opportunities for optimization and expanded adoption.
  • Conduct regular success reviews, providing strategic recommendations to align The Mortgage Office with client business goals.
  • Advocate for clients internally by relaying feedback to influence product enhancements.
  • Collaboration & Reporting

  • Partner with Sales, Account Management, and Support to provide a cohesive, white-glove experience for enterprise clients.
  • Maintain accurate documentation of all client activities, communications, and progress in HubSpot and / or other platforms, as required.
  • Prepare follow-up communications and ensure timely responses to all client inquiries.
  • Qualifications

  • Bachelor’s degree in Business, Finance, Technology, or related field (or equivalent experience).
  • 2-5 years of experience in technical onboarding, or implementation roles — preferably in financial technology, SaaS, or enterprise software.
  • Strong understanding of mortgage processes, financial reporting, and enterprise software implementation.
  • Proficiency with SQL, data analysis, and API integrations.
  • Experience managing enterprise-level implementations with multiple stakeholders.
  • Excellent communication skills, especially in delivering technical concepts to non-technical audiences.
  • Strong project management skills with the ability to juggle multiple large-scale implementations.
  • Familiarity with CRM systems (HubSpot preferred).
  • What We Offer

  • Competitive salary and benefits package.
  • Opportunities for professional growth and technical development.
  • A collaborative, client-focused work environment.
  • Health, dental, and vision insurance.
  • Paid time off and holidays.
  • A fun annual Christmas Party.
  • How to Apply

    If you are passionate about driving enterprise customer success and enjoy combining technical problem-solving with client relationship management, we’d love to hear from you! Please submit your resume and a cover letter detailing your experience to careers@absnetwork.com.

    The Mortgage Office is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

    Company Description

    Applied Business Software Inc. (ABS) has been developing / selling / supporting lending software since 1978. This high-end software, The Mortgage Office, is sold to small / medium sized lending institutions, and it has thousands of users across the globe. Customer satisfaction ratios are incredibly high (97%+) and the product is very stable, popular, and in demand.

    Company Description

    Applied Business Software Inc. (ABS) has been developing / selling / supporting lending software since 1978. This high-end software, The Mortgage Office, is sold to small / medium sized lending institutions, and it has thousands of users across the globe. Customer satisfaction ratios are incredibly high (97%+) and the product is very stable, popular, and in demand.

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    Implementation Specialist • Huntington Beach, CA, US