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Manage a portfolio of client accounts, serving as a primary relationship owner and trusted advisor on service delivery, performance, and growth strategy.
Exercise independent judgment in prioritizing client needs, resolving issues, and determiningappropriate escalationpaths.
Resolve client issues by assessing business impact and determiningappropriate solutions, balancing client satisfaction with companyobjectives.
Analyze client portfolios, financial performance, and operational data toidentifytrends, risks, and opportunities; develop and recommend actionable solutions.
Lead coordination with internal teams (Sales, Field Operations, Product, and Implementation) to align resources and execute against clientobjectives.
Monitor project performance across rehabs, turns, and maintenance initiatives, ensuring alignment withanycontractual obligations, budgets, and timelines.
Evaluate client KPIs and develop performance insights, presenting recommendations to internal stakeholders and clients.
Identifyand drive account growth opportunitieswith the account manager, including upsell and service expansion, based on data analysis and client needs.
Support contract adherence andparticipatein scope, pricing, and service-level discussions with clients.
Contribute toprocess improvements byidentifyinginefficiencies and recommending operational enhancements.
Other duties as assigned.
1-3yearsin account management, customer success, sales support, or a related field
Additionalconsiderations made for experience focusing on property management
Bachelor’s degree or equivalent work experience preferred
Interest in or exposure to property management, construction, or residential services is a plus
Basic understanding of customer service principles and client relationship management
Familiarity with CRM platforms and Microsoft Office or similar tools
Eagerness to develop business acumen and grow within an account management career path.
Strong written and verbal communication skills with the ability to build rapport with clients and internal stakeholders.
Basicproficiencyin CRM systems and business tools such as spreadsheets, project management platforms, and communication tools.
Analytical mindset with the ability to interpret data andmake recommendations.
Problem-solving skills with a proactive approach to addressing client needs.
Organizational and time management skills with the ability to manage multiple tasks and priorities.
Willingness to learn industry-specific tools, processes, and best practices.
Collaboration skills to work effectively across teams and support shared goals.
Strongcommunicationskills, vital for client interactions and stakeholder management that lead to deep relationships.
Proficiencyin using CRM software and business tools such as data analytics software, spreadsheets for financial tracking, project management platforms, and communication software, crucial for efficient account management.
Ability to support financial tracking, budgeting, and cost monitoring efforts.
Conflict resolutionexpertiseto address and resolve potential disputes effectively.
Basic knowledgeor awareness of the tools and techniques used insingle familyrenovations.
Time management skillsensuringefficient handling of multiple accounts and projects.
Stakeholder coordination skills to support communication between clients, contractors, and internal teams.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.