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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
client relationship managementsales and marketing skillsbudget development and administrationreporting capabilitiesdata analysisclient onboardingescalation managementproduct knowledgeoperations knowledgetime management
Soft Skills
interpersonal communicationverbal communicationwritten communicationorganizational skillsmanagerial skillscross-functional collaborationproblem-solvingmulti-priority managementclient service orientationteam alignment
Tools & Technologies
Power BIExcelPowerPoint
Certifications & Qualifications
Bachelor's degree
Industry Keywords
Fortune 500Fortune 1000relocation industrymortgage industryclient expectationsbusiness developmentservice deliverypolicies and proceduresclient setup documentationrelationship management
About the role
Key responsibilities & impact- Responsible for end-to-end management of client relationships within an assigned business segment or geographic region
- Serve as the central point of coordination for Fortune 500/1000 clients
- Oversee all relationship management activities to ensure clients receive an optimal level of products and services
- Drive profitability through the development of new business and retention of existing relationships
- Act as the primary liaison between Sales, Operations, and Field Business Development
- Ensure seamless communication and alignment across teams
- Manage client escalations and oversee accurate and timely billing
- Support new client onboarding by developing client setup documentation
- Analyze client reporting using tools such as Power BI and Excel
- Collaborate cross-functionally to support service delivery
Requirements
What you’ll need- Bachelor’s degree, or equivalent work experience
- Typically eight or more years of relevant experience
- Strong understanding of all products and services applicable to target client segment
- Considerable knowledge of applicable policies and procedures
- Advanced knowledge of all organization products and operations
- Demonstrated sales and marketing skills and abilities
- Strong organizational and managerial skills
- Ability to develop and administer budgets
- Effective interpersonal, verbal and written communication skills
- Demonstrated strong organizational and time management skills with the ability to manage multiple priorities and deadlines effectively
- Prior experience in client-facing account management or relationship management roles
- Knowledge of relocation and/or mortgage industry practices, processes, and client expectations
- Reporting capabilities in Power BI, Excel, PowerPoint (for presenting insights)
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law