Client Relationship Manager

Veros•Roseville, CA

3d•$0 - $24

About The Position

Valligent is looking for a Client Relationship Manager to help strengthen relationships with existing clients, support new client on boarding, and identify opportunities to better serve our clients with the right products and solutions. This role reports to the VP of Operations and works closely with Sales, Operations, clients, and prospective clients. The right person is a strong communicator, highly organized, client-focused, and comfortable working in a fast-paced environment where follow-through and professionalism matter. This is a great opportunity for someone who enjoys building relationships, solving problems, supporting business growth, and creating an excellent client experience.

Requirements

Excellent verbal and written communication skills
Strong customer service or client relationship skills
Good judgment and the ability to make thoughtful decisions that support both the client and the business
Strong organization, planning, and follow-through
Ability to work independently while also collaborating with Sales, Operations, and leadership
Comfort working in a fast-paced, deadline-driven environment
Ability to manage multiple tasks and priorities
Professionalism, discretion, and sound judgment when handling confidential information
Proficiency with communication tools such as Microsoft Teams, GoTo Meeting, or similar platforms
Ability to learn client management systems and order workflows
Typing speed of at least 45 words per minute

Nice To Haves

Client success, account management, sales support, or customer service experience
Experience in real estate valuation, appraisal, and mortgage related fields
Experience working with client reporting, service-level agreements, or operational workflows

Responsibilities

Build and maintain strong relationships with current clients, prospective clients, and client contacts
Support the Sales team by helping identify client needs, product opportunities, and service solutions
Provide a high-quality client experience through clear communication, attention to detail, and reliable follow-through
Assist with onboarding new clients and helping them understand Valligent’s products, services, and communication processes
Learn and understand Valligent’s product offerings to recommend solutions that fit each client’s needs
Monitor client reporting, turn times, and service-level expectations to help ensure client satisfaction
Communicate client feedback, needs, and opportunities to Sales, Operations, and leadership
Proactively identify issues and help resolve client concerns in a professional and timely manner
Escalate sensitive or high-priority situations to executive management when appropriate
Understand order workflows within the client management system
Maintain confidentiality and professionalism when handling client and company information