Client Success Manager

WE ARE CRETELLIGENT

At CREtelligent, we combine comprehensive commercial property data sources, predictive analytics, in-house CRE experts, and cutting-edge due diligence technology. Our talented and motivated team is dedicated to disrupting a multi-trillion-dollar industry. We offer end-to-end CRE due diligence solutions to revolutionize underwriting and enhance the commercial loan process for the Financial and Corporate real estate industries.  

Who We’re Looking For 
We’re looking for a relationship-builder and problem-solver to join our Client Success Team! In this role, you’ll be a trusted partner to our clients—getting to know their goals, helping them get the most out of our RADIUS platform, and making sure they have a great experience every step of the way. You’ll play a key part in growing accounts, supporting new and existing users, and creating tailored proposals that align with client needs. You’ll also collaborate with Sales and other teams to keep improving how we serve and support our clients as they grow with us.  

How You’ll Make an Impact 

Client Success Strategy and Customer Satisfaction: 

• Partner with Client Executive (CE) to support new client/account strategy including internal MSA coordination, client due diligence policy and practice requirements, order and project expectations, workflow and communication preferences, new client and new user onboarding sessions 

• Communicate with existing clients to understand and update internal awareness of their needs (policy and preference), educate on platform and service offerings, and explain product value through outbound calls, emails and virtual sessions 

• Develop and foster order volume growth by educating clients about our platform and service offerings and the decisioning process for report needs based on client and property usage, industry standards, and/or lender policy 

• Field incoming client calls, RADIUS chats, and emails, educating to platform and service offerings while ensuring a quality customer experience 

• Qualify and fulfill product Inquiries, educating potential clients to company value proposition, platform, and service offerings while qualifying potential leads for account expansion with a Client Executive (CE) 

• Generate competitive client proposals through an understanding of effective pricing strategy and direct communication with staffing and network resources 

• Provide ongoing support for product, pricing, and usage while fostering strong customer relationships to drive growth in retention, order volume, and order diversity. 

• Collaborate with internal departments to facilitate client project fulfillment 

• Resolve customer concerns, questions, and track issue resolution for process improvement 

BENEFITS

At CREtelligent, we believe that working hard and working fast doesn’t have to come at the expense of a healthy work-life balance. One of the greatest benefits of working at CREtelligent is that you will find yourself surrounded by incredible and intelligent people with a shared mission. On top of it all, we deliver the benefits you’d expect and beyond including: 

COMPENSATION 

Hourly range of $29.00 - $39.00 with Quarterly Bonus Potential 

HEALTH AND WELLNESS 

What’s important to you and your family is important to us. 

• We offer comprehensive extended health care coverage – medical, dental, vision, life insurance, disability insurance, medical transportation plan, critical illness insurance, pet insurance, legal insurance, and more 

• 401k and Roth Retirement Plans with employer contribution – when we profit, you do too! 

• Wellness is a major mantra at CREtelligent. We believe in supporting you to be the best version of YOU. YOU are OUR priority. 

PAID TIME OFF 

You will be part of our paid time off (PTO) program, giving you up to 12 paid days off during your first full year of employment. You will also enjoy additional time off during our 12 recognized paid company holidays. Very simply put – we work hard and play hard, so enjoy time off! 

FUN 

Off-site adventures, unique traditions, monthly birthday celebrations, Lunch and Learns, and a relaxed office environm