Client Operations Associate

EngrainGreenwood Village, CO
$26 - $30Onsite

About The Position

Engrain builds map-based tech that’s redefining how real estate works. Our interactive, unit-level maps and powerful data integrations help over 1,000 companies—and 20,000 properties—to make smarter decisions, streamline leasing, and deliver better renter experiences. From prospect to renewal, our products give properties a spatial brain and a visual edge when it comes to property marketing and management. The Client Operations Associate executes the operational backbone of Engrain's revenue engine — contract administration, renewal accuracy, and inbound chat/escalation handling. This role partners closely with Sales, Customer Success, and Revenue Operations, and works alongside AI tools to triage requests and flag issues, with a human always reviewing before anything reaches a customer.

Requirements

  • 1-2 years of professional background in support, administration, or operations.
  • Previous exposure to B2B SaaS or the proptech industry is strongly preferred.
  • Highly organized with exceptional attention to detail.
  • Able to manage multiple priorities while maintaining speed and accuracy.
  • Process-oriented with the ability to follow documented procedures consistently.
  • Able to identify issues proactively and escalate appropriately.
  • Thrives in a fast-paced, collaborative environment.
  • Strong written and verbal communication skills.
  • Ability to interact professionally across various internal teams and external customer channels.
  • Experience with CRM platforms such as HubSpot or Salesforce.
  • Familiarity with DocuSign or similar e-signature platforms.
  • Experience preparing contracts, quotes, or customer documentation.
  • Experience supporting operational processes across Sales, Customer Success, or Finance.
  • Experience using AI productivity tools (e.g., ChatGPT, Claude, Microsoft Copilot) to improve workflow efficiency, summarize client history, and accelerate data cleansing.
  • Curious about AI tools and technology that improve operational efficiency with strong logical thinking skills to adapt to new automated systems.
  • Bachelor’s degree or equivalent practical experience.

Responsibilities

  • Process customer orders accurately and in a timely manner.
  • Field inbound customer calls, resolving straightforward requests directly and routing complex issues to the appropriate team.
  • Prepare customer contracts, order forms, renewals, transfers, amendments, and other sales documents for timely delivery.
  • Ensure contracts are created accurately using established templates, pricing, and approval processes.
  • Monitor contract queues and respond quickly to sales requests to keep opportunities moving.
  • Coordinate with Revenue Operations specialists to resolve contract questions or discrepancies.
  • Audit upcoming renewals to confirm subscription data is accurate and complete before the renewal date.
  • Use AI tools to cross-reference incoming client communication against live subscription records and flag discrepancies that could cause incorrect billing.
  • Monitor and respond to inbound website chat and operational messaging channels according to established routing and response guidelines.
  • Ensure prospects and customers receive timely responses and are connected with the appropriate internal resources.
  • Partner with AI-driven chat routing tools, auditing machine responses for accuracy and routing conversations precisely while maintaining strong response times and customer experience.
  • Take first pass on incoming shared inbox items and internal escalations that are data or administrative in nature.
  • Use AI inbox assistants to categorize requests, prioritize urgent items, and draft preliminary responses for review.
  • Serve as the human-in-the-loop for customer-facing revenue team AI agents — reviewing, editing, and approving automated communications or task outputs before they reach clients.

Benefits

  • 100% coverage of employee’s health, dental and vision insurance with basic plan
  • Up to 12 weeks of paid parental leave
  • Up to 18 days annually of PTO & 10 holidays per year
  • Dog-friendly office
  • 401(k) match up to 4 percent
  • Annual stipend for personal growth through our Grow475 program
  • On-site amenities including a professional fitness center, flexible & modern workspace, coffee bar, happy hour taps & team member lounge
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