Client Support Specialist

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home.

As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies.

In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED.

Job Title: Client Relationship Specialist

Location: Virgina Beach, VA

Workplace Type: Onsite

Job Summary The future is bright for the Porch Group, and we’d love you to be a part of it as our Client Relationship Specialist for Rynoh, A Porch Family Company.

Rynoh, a Porch Group company is a patented, cloud-based SaaS financial management platform and fraud prevention system that has revolutionized escrow account management practices. Since it was introduced, RynohLive has identified and prevented escrow theft, wire and ACH fraud, stopped employee embezzlements, eliminated check fraud and disbursing errors, and have saved our clients millions of dollars.

We are seeking a highly motivated and results-driven Client Relationship Specialist to join our team at Rynoh. As a Client Relationship Specialist, you will own and manage relationships with clients, facilitating seamless communication and collaboration with the clients. Your primary focus will be to ensure client satisfaction, identify new business opportunities, and collaborate with internal teams to deliver exceptional service. The ideal candidate will have a proven ability to build strong relationships, manage projects, and provide consultative insights to improve business processes. This role requires a thorough understanding of the Escrow and Financial services industry, particularly in the Title and Escrow space, and performance reporting software. This position offers a compelling opportunity for an individual with strong interpersonal skills and a passion for fostering long-lasting client relationships.

What You Will Do as a Client Relationship Specialist

• Cultivate and nurture strong client relationships, own and manage conversations with clients.

• Understand the clients’ unique needs and act as the primary point of contact, ensuring clear and effective communication.

• Conduct regular check-ins and anticipate client requirements to ensure client satisfaction and loyalty.

• Identify opportunities for mutual growth and enhanced service delivery through effective communication with a collaborative approach. • Answer phone calls, voice mails, and emails within expected service levels. • Analyze and resolve customer inquiries while providing positive customer experience through creative solutions.

• Research and resolve bank account balance discrepancies, positive pay errors, overall bank account issues.

• Work closely with internal teams, including sales, marketing, and product development, to ensure client needs are met. Manage and resolve any issues or challenges that arise during the day-to-day processes.

• Evaluate and offer enhancements with existing processes to improve efficiency and effectiveness.

• Investigate a range of issues and requests that require gathering information, setting expectations, and working with other support teams to fulfill the request while delivering expert customer service.

• Effectively manage time and tasks in a remote work environment.

• Collaborate with team members through virtual communication tools.

• Other duties and responsibilities as assigned.

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