Client Success Manager

Description

We are CREtelligent

At CREtelligent, we combine comprehensive commercial property data sources, predictive analytics, in-house CRE experts, and cutting-edge due diligence technology. Our talented and motivated team is dedicated to disrupting a multi-trillion-dollar industry. We offer end-to-end CRE due diligence solutions to revolutionize underwriting and enhance the commercial loan process for the Financial and Corporate real estate industries. 

Who We’re Looking For

As a member of the Client Success Team, you will serve as a strategic account manager and client advocate. Your role will involve collaborating with internal departments and engaging directly with customers to understand and address their needs. Responsibilities include working with sales to identify customer requirements, educating clients on our solutions, providing strategic proposal and order support, delivering ongoing account management, and driving continuous improvement in the customer experience.

How You’ll Make an Impact

Client Success Strategy and Customer Satisfaction:

• Partner with Client Executive (CE) to support new client/account strategy including internal MSA coordination, client due diligence policy and practice requirements, order and project expectations, workflow and communication preferences, new client and new user on[1]boarding sessions
• Communicate with existing clients to understand and update internal awareness of their needs (policy and preference), educate on platform and service offerings, and explain product value through outbound calls, emails and virtual sessions
• Develop and foster order volume growth by educating clients about our platform and service offerings and the decisioning process for report needs based on client and property usage, industry standards, and/or lender policy
• Field incoming client calls, RADIUS chats, and emails, educating to platform and service offerings while ensuring a quality customer experience
• Qualify and fulfill product Inquiries, educating potential clients to company value proposition, platform, and service offerings while qualifying potential leads for account expansion with a Client Executive (CE)
• Generate competitive client proposals through an understanding of effective pricing strategy and direct communication with staffing and network resources
• Provide ongoing support for product, pricing, and usage while fostering strong customer relationships to drive growth in retention, order volume, and order diversity.
• Collaborate with internal departments to facilitate client project fulfillment
• Resolve customer concerns, questions, and track issue resolution for process improvement

Qualifications

• 3 years’ experience in client service and/or account management roles
• 1 years’ experience with commercial property due diligence through customer service, underwriting or other role involved in the process
• CRM experience or similar client data repository
• Experience with commercial or residential real estate
• Highly computer literate and proficient in Microsoft Suite
• Strong organizational skills
• Highly detail-oriented with strong technical skill set for managing client and business processes
• Excellent communication skills both oral and written
• Comfortable working independently
• Exceptional customer service skills
• Thrives in a fast-paced environment
• Adept problem solver
• Deadline driven
• Multitasker who can quickly adjust priorities

Benefits

At CREtelligent, we believe that working hard and working fast doesn’t have to come at the expense of a healthy work-life balance. One of the greatest benefits of working at CREtelligent is that you will find yourself surrounded by incredible and intelligent people with a shared mission. On top of it all, we deliver the benefits you’d expect and beyond including:

COMPENSATION

Hourly range of $29.00 - $39.00 with Quarterly Bonus Potential

HEALTH AND WELLNESS

What’s important to you and your family is important to us.

• We offer comprehensive extended health care coverage – medical, dental, vision, life insurance, disability insurance, medical transportation plan, critical illness insurance, pet insurance, legal insurance, and more
• 401k and Roth Retirement Plans with employer contribution – when we profit, you do too!
• Wellness is a major mantra at CREtelligent. We believe in supporting you to be the best version of YOU. YOU are OUR priority.

PAID TIME OFF

You will be part of our paid time off (PTO) program, giving you up to 12 paid days off during your first full year of employment. You will also enjoy additional time off during our 12 recognized paid company holidays. Very simply put – we work hard and play hard, so enjoy time off!

FUN

Off-site adventures, unique traditions, monthly birthday celebrations, Lunch and Learns, and a relaxed office environment. Show up and be your wonderful self.

FLEXIBILITY

Having the ability to adjust your work schedule to meet both the needs of your team and those of your personal life is just as important to us as it is to you. This means most days you’ll work an 8 to 5 schedule in the office with your team; however, we understand that you have a family and life where you’ll need some flexibility, and you’ll have that with us. In short, we hire you as a professional, and we’ll treat you like one.

FAMILY

We believe in supporting strong family units from day one – this starts with supporting parents with paid maternity and paternity leave. As the primary caregiver to a newborn, we provide 12 weeks of paid leave another 4 weeks of part-time paid transition time to support your return. As the supporting caregiver, we provide 6 weeks of paid leave. As part of the CREtelligent team, your health and happiness are directly connected to that of your families – we get this and make it a priority.

COMMUNITY OUTREACH – VOLUNTEER TIME OFF

We provide all full-time employees with a half day of paid volunteer time – volunteering and supporting our local communities is so important that we put our money where our mouth is to support you in making a difference.

OFFICE FUEL

We’re an environment that cares about your well-being – we provide healthy (and fun) snacks, drinks, coffee, and the occasional doughnut to sweeten things up.

COMMUNICATION AND PROFESSIONAL DEVELOPMENT

• To stay connected, we hold monthly all-team huddles and quarterly all-hands meetings to celebrate milestones, share updates, and welcome new hires.
• Our managers hold regular employee one-on-one sessions to support your goal achievement and personal development. Frequent opportunities for professional development are provided, be it Lunch and Learns, webinars, or out-of-the-office events.
• We are a growing firm with a national footprint ready to support your career advancement.

Qualifications

Salary : $29 - $39