
Customer Relationship Manager
3 days ago
Account Coordinator
OverviewThis role involves managing customer relationships, handling inbound and outbound calls, and educating homeowners about our product. We are looking for a highly skilled and experienced individual to join our team.
Responsibilities- We make outbound calls to warm and recent prospects.
- We respond promptly to inbound calls, texts, emails, and chats.
- We educate homeowners about our product, pricing, and application steps.
- We assist in creating SOPs, manuals, and workflows.
- We help onboard new team members via shadowing sessions.
- We track and report key data for team dashboards (daily/weekly/monthly).
- Bachelor's degree in Business or a related field.
- 2+ years of customer service experience, ideally within financial services.
- Strong business-to-consumer (B2C) written and communication skills.
- Experience working with Google Suite, Slack, Salesforce.
- Experience with a Mortgage or HELOC product is a plus.
- Demonstrated success in a customer facing role.
This is a unique opportunity to work with a dynamic team and contribute to the growth of our company.
We believe that our strength lies in our people's diversity and talent. We foster an inclusive culture that embraces individuals of all backgrounds.
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