Client Success Manager, Mortgage Solutions

Posted Yesterday
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Hackberry, AZ
Junior
Real Estate • PropTech
The Role
The Client Success Manager will develop customer relationships to enhance retention and satisfaction, provide technical support, advocate for customer needs, and execute educational meetings about products and services. This role will analyze customer feedback and collaborate with sales to ensure at-risk customers are retained and satisfied with CoreLogic's services.
Summary Generated by Built In

At CoreLogic, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. CoreLogic is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.

CoreLogic is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At CoreLogic, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.

Job Description:

The Client Success role is responsible for developing customer relationships that promote retention and loyalty. They work closely with customers to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction. Client Success role act as an advocate for the customer and can provide the company with the voice of the customer. The role may provide technical support to customers with the goal of keeping customers satisfied.

 

What You’ll Be Doing:

  • Ensures all customers are fully engaged and getting the value they expect from the products
  • Executes meetings and events to educate and guide customers on products and services and its benefits to support customer buying selection
  • Acts as a client advocate and may give input into process improvements, product design or additional tools customers need
  • May help customers plan and understand the best ways to utilize their products based on the customer’s business needs.
  • Notifies process problems and challenges to the appropriate departments
  • Follows procedures that optimize the customer experience.
  • Updates and documents activities for new accounts into systems in an accurate and timely manner.
  • Ensure at-risk customers are retained
  • May gather feedback from customers and analyze customer data to identify the best practices
  • May uncover sales leads that are handed off to sales and partners with sales to retain clients

 

What’s in it For You:

  • Large (~$2B+ revenue) formerly public information services and data business
  • Durable cash flow and profitability regardless of changes in macroeconomic conditions
  • Company certified as a global "A Great Place to Work."
  • A casual, fun working environment, where you can be part of bringing some of the most ground-breaking predictive products to market, alongside a team that’s as passionate as you are about this stuff
  • Hybrid working model- 1 day in office and 4 days remote
  • Competitive base, bonus, and benefits!
  • Career path for continued professional growth.
  • Best- in- class account management training and leaders that care about your professional growth!
  • Access to our world class self-development portal, centered around you as the employee.  We take pride in our work and believe in cultivating a work environment that supports and values our greatest asset: our talented employees.

Job Qualifications:

  • Minimum of 2 yrs of account management or customer service experience
  • The desire to provide customers with exceptional customer support
  • Technical aptitude and ability to become an expert in the product being sold
  • Desire to learn in-depth knowledge of the customer and to advocate on their behalf
  • Knowledge of customer service practices
  • Proficient in Microsoft Office Suite, specifically Excel and PowerPoint
  • Experience with Customer Relationship Management (CRM) software such as Oracle or Salesforce a plus

CoreLogic's Diversity Commitment:

CoreLogic is fully committed to employing a diverse workforce and creating an inclusive work environment that embraces everyone’s unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package.  We are better together when we support and recognize our differences. 

CoreLogic benefits information can be found here: http://www.yourcorebenefits.com/.  Qualifications, locations and experience of the individual ultimately selected for the position may impact the final actual offered compensation, which may vary from any posted range. 

EOE AA M/F/Veteran/Disability:

CoreLogic is an Equal Opportunity/Affirmative Action employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. CoreLogic maintains a Drug-Free Workplace. 

Please apply on our website for consideration.

Privacy Policy

Global Applicant Privacy Policy | CoreLogic®

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Connect with us on social media!  Click on the quicklinks below to find out more about our company and associates.

Top Skills

Microsoft
Oracle
Salesforce
The Company
Pacifica, CA
4,880 Employees
On-site Workplace
Year Founded: 2010

What We Do

With boundless passion and commitment, our 5,000+ team members share a singular focus: to help millions of people find, buy, and protect the homes they love. As a leading provider of gold standard data, analytics and platforms, CoreLogic enables real estate professionals, financial institutions, insurance carriers, government agencies and other housing market participants to help people make their dream of homeownership a reality.

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