Client Relationship Manager

Porch GroupSeattle, WA
89d$52,500 - $70,000

About The Position

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.

Requirements

  • Aptitude and experience in current and trending direct and digital marketing channels.
  • Experience with digital marketplace management functions.
  • Outstanding knowledge of MS Office programs and MS Dynamics CRM software.
  • Excellent communication/presentation skills.
  • Excellent verbal and written communication, both in person and virtual presentation skills.
  • Excellent organization and time-management skills.
  • Strong work ethic and high personal standard of quality.
  • Ability to work independently and to collaborate effectively across functions as part of a team in a matrixed environment.
  • Brings professionalism, positive energy, and enthusiasm to the team.
  • Goal oriented, flexible thinker.
  • Project management experience, with the conceptual ability to visualize project life cycle.
  • Proactively proposes solutions that drive projects forward and independently identifies opportunities for improvement.
  • Excel at navigation and leveraging multiple technical platforms to execute tasks.

Responsibilities

  • 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 of 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.

Benefits

  • Comprehensive coverage for health, life, and financial wellbeing.
  • Three (3) Medical plan options.
  • Two (2) Dental plan options.
  • Vision plan.
  • Voluntary Critical Illness, Hospital Indemnity and Accident plans.
  • Partially employer funded Health Savings Account.
  • Employee Flexible Savings Accounts including healthcare, dependent care, and transportation savings options.
  • Company paid Basic Life and AD&D, Short and Long-Term Disability benefits.
  • Voluntary Life and AD&D plans.
  • Traditional and Roth 401(k) plans with discretionary employer match.
  • Employer paid wellbeing program including Headspace for mental health resources.
  • Quarterly wellness challenges and prizes through Brio Health.
  • Year-round discounts on various services through LifeBalance.
  • Flexible paid vacation, company-paid holidays, paid sick time, paid parental leave, identity theft program, travel assistance, and fitness discounts.
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