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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 that meet or exceed expectations
- 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 (Regional Sales Managers)
- Ensure seamless communication and alignment across teams
- Manage client escalations, oversee accurate and timely billing in partnership with accounting
- Support new client onboarding by developing client setup documentation, outlining policies, and communicating unique requirements to internal stakeholders
- Maintain ongoing ownership of account health and execution
- Prepare and 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client relationship managementsales and marketing skillsbudget development and administrationreporting capabilitiesaccount managementclient onboardingdata analysispolicy developmentproduct knowledgeoperations knowledge
Soft Skills
interpersonal communicationverbal communicationwritten communicationorganizational skillsmanagerial skillstime managementmulti-priority managementcollaborationproblem-solvingclient escalation management
Certifications
Bachelor's degree