Solutions Delivery Manager

Total Expert Inc.; Saint Louis Park (MN); Hybrid; USD 110,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental

Vision

HSA

FSA

Life Insurance

Short-Term Disability

Long-Term Disability

Flexible Time-Off (FTO)

Paid Parental Leave

401(k) with employer match

Job summary

Total Expert Inc. is seeking a Solutions Delivery Manager to guide data mapping and integration efforts during customer onboarding. You will coordinate cross-functional teams, review data imports, and ensure successful API and file-based integrations across complex datasets.

In this role, you will create customer-facing documentation, leverage AI to improve processes, and support senior Implementation Managers. Hybrid work is available in Minnesota with on-site days at our St.

Qualifications

• Bachelor’s degree preferred or equivalent work experience in Business Analyst or comparable technical role.
• 3-5 years of experience required, SaaS preferred.
• 3+ years of experience working in a B2B software environment.
• Proficient using SQL and Excel to extract, manipulate, review and interpret large amounts of data.
• Experience structuring large data sets from a complex data model to find usable information.
• Exceptional verbal and written communication skills.
• Experience working directly with customers.
• Strong analytical and process skills.
• Mortgage/Financial Services industry knowledge a plus.

Responsibilities

• Engage with customers during the import of key data elements during the implementation process, guiding through best practices and data formats.
• Review import files for field mapping, data content and file formatting.
• Perform QA on the data once imports or API integration is complete.
• Document and review processes to improve efficiency, quality and scalability.
• Utilize AI systems to enhance processes, tools, and drive efficiency in projects.
• Become an expert on the Total Expert platform, integrations and data mapping points.
• Manage documentation repositories and create documents around best practices and customer overviews.
• Liaise across the organization regarding relationships, systems, processes and procedures.
• Use project tracking methodologies to manage multiple projects through lifecycle.
• Serve as the designated project manager for customer API projects from start to finish.

Skills

SQL

Excel

Verbal communication

Data analysis

Customer interaction

Project coordination

Education

Bachelor’s degree or equivalent

Tools

Data mapping tools

API integrations

Job description

Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.

The Solutions Delivery Manager supports our Professional Services team and customers by facilitating data mapping and analysis activities throughout the customer onboarding lifecycle. This role is customer facing and is responsible for consulting with internal and external stakeholders to complete data mapping and ingestion activities.

This role includes detailed technical troubleshooting of customer specific flat files, API and point to point integrations. They will also be key in the development of best practices in usage of our platform. To be successful, you’ll need to coordinate cross-functional resources to deliver against key implementation activities while working to review, validate and resolve issues within a complex data set.

This role both manages their own technical projects, and is a key resource supporting Implementation Managers managing new customer onboardings, driving the data integration and historical data migration efforts within the project.

This position is remote for candidates residing outside of Minnesota. For candidates based in Minnesota, the position follows a hybrid schedule with three on-site days per week in our St. Louis Park, MN office.

What you’ll be doing:

• Engage with customers during the import of key data elements during the implementation process. This will require creating necessary customer-facing documentation, engage with customers to guide through best practices, communicate file and data formats requirements, and presenting technical information in a manner that is easily understandable to end users and providing overall direction and support on key processes.
• Review import files for appropriate field mapping, data content and file formatting.
• Perform QA on the data once imports have been run or the API integration is complete.
• Document and review processes associated with the implementation and content delivery, driving for improvements that result in a better experience for our customers and provide efficiency, quality and scalability gains for Total Expert.
• Utilize AI systems to enhance processes, tools, and drive efficiency in customer projects
• Become an expert on the Total Expert platform, integrations and interdependencies to assist with setup and mapping of data integration points within the system.
• Manage documentation repositories and creating necessary documents around best practices, processes, customer overviews and all other critical information.
• Perform liaison function throughout the organization with regard to relationships, systems, processes and procedures.
• Utilize appropriate project tracking methodologies to manage multiple projects through the life cycle.
• Serve as the designated project manager for customer API projects from start to finish, including technical setup, troubleshooting, project communication and managing customer expectations.

What we are looking for:

• Bachelor’s degree preferred or equivalent work experience in Business Analyst or comparable technical role
• 3-5 years of experience required, SaaS preferred
• 3+ years of experience working in a B2B software environment
• Proficient using SQL and Excel to extract, manipulate, review and interpret large amounts of data
• Experience structuring large data sets from a complex data model to find usable information
• Exceptional verbal and written communication skills
• Experience working directly with customers
• Strong analytical and process skills
• Mortgage/Financial Services industry knowledge a plus

Compensation/Benefits:

The anticipated base salary range for this role is $110,000 - $120,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. This position is also eligible for an annual discretionary bonus based on company performance and other factors. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan.

• Medical
• Dental
• Vision
• HSA (Health Savings Account)
• FSA (Flexible Spending Accounts)
• company paid Life Insurance
• Short-Term Disability
• Long-Term Disability
• Flexible Time-Off (FTO)
• Paid Parental Leave
• and 401(k) with employer match

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.