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Client Specialist
Allied SolutionsClient Specialist responsible for service delivery and monitoring of Key Performance Indicators for clients in Real Estate and Vehicle lead programs. Ensuring effective client management and onboarding.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Risk Management program monitoring and performance, with a strong focus on client onboarding, retention, and proactive service delivery. Capable of managing client relationships and executing service touchpoints effectively.
Highest-signal resume keywords
Risk Management Program MonitoringClient Onboarding ManagementService Level Agreement KnowledgeClient Retention ActivitiesData Driven Decision Making
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Performance MonitoringData AnalysisRisk ManagementClient Relationship ManagementEscalation Management
Soft Skills
Proactive CommunicationProblem SolvingCollaboration
Industry Keywords
Client Performance MonitoringService TouchpointsAccount ManagementContract Terms Knowledge
About the role
Key responsibilities & impact- Proactive Monitoring of Client Performance: Review, monitor and make informed data driven decisions to provide proactive services and meet client goals
- Performance Opportunity Management: Serve as the Subject Matter Expert of contact for accounts in the identification, escalation, monitoring, and resolution of Risk Management level Tracking and Escrow Service issues
- Client Retention Activities: Execute Client Meetings and Service Touchpoints supporting the Account Executives
- Onboarding of new clients: Manage various tasks associated with the onboarding process
Requirements
What you’ll need- Associate’s degree and 2-3 years of directly related experience or High School Diploma and 4-5 years of directly related experience required
- Must be well versed and experienced in the technical aspects of Risk Management based program monitoring and performance
- Knowledgeable in the contract terms and obligations including Service Level Agreements with the Client
Benefits
Comp & perks- medical, dental and vision insurance coverage
- 100% company-paid life and disability coverage
- 401k options with company match
- three weeks PTO by the end of the first year