Client Relationship Manager

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 Manager 

Location: United States

Workplace Type: Remote
 

Job Summary 

The future is bright for the Porch Group, and we’d love for you to be a part of it as our Client Relationship Manager. 

We are looking for a motivated team member to manage and lead execution for client relationships. You will be directly responsible for ensuring the satisfaction and loyalty of our current customer base and for expanding our base by converting new clients into long-term relationships.

You will be responsible for providing a range of services throughout the full customer lifecycle, from technical pre-sales support through implementation and post deployment production support. You will be responsible for understanding customer requirements and ensuring our solutions meet these requirements.

The ideal candidate has premier client service experience with a talent for sales support and operations; a professional who balances customer-focus with a results-driven mindset.

What You Will Do As A Client Relationship Manager 

• Works closely with Client Development team to support accounts.

• Upsell and cross sell within current customer portfolio in consultation with the Client Development team when appropriate 

• Identify, develop, and recognize new opportunities for expanding existing customer solutions and ensure ongoing adoption PGM services.

• Understands and can effectively articulate the PGM portfolio of products and services to clients.

• Demonstrates an understanding of clients’ business as well as their goals and requirements.

• Communicates regularly with clients to continuously monitor the health of the relationship. 

• Resolves client challenges by investigating problems and developing solutions that meet or exceed expectations.

• Marketing program production oversight, including tasks such as building audiences, managing self-service platforms, developing timelines and communicating program requirements to clients.

• Managing audience creation and user experiences across digital marketplaces.

• Liaisons with internal departments to ensure the timeliness, accuracy, and quality of deliverables.

• Provides professional after-sales support including reporting, analysis, forecasting and invoicing that enhance the customer experience.

• Handles automated or transactional usage reporting and forecasting in MS Dynamics.

• Documents the operations, timeline, and delivery of projects and opportunities.

• Embraces company’s culture and drives to achieve month, quarterly, and annual budget goals

What You Will Bring As A Client Relationship Manager 

• · Aptitude and experience in current and trending direct and digital marketing channels

• · Experience with digital marke