Client Success Coordinator

Risk Release•Dallas, TX

About The Position

RiskRelease, a growing startup in the InsurTech space, is seeking a motivated and organized Client Success Coordinator to join our dynamic team! This is a fantastic opportunity for someone eager to learn, grow their career in customer success, and contribute meaningfully to a rapidly growing startup. This role is a stepping stone to a Client Success Manager (CSM) position. The Client Success Specialist will be provided with training and mentorship to develop the skills and knowledge needed to transition into a CSM role. We offer an industry leading risk management solution combining core insurance products (Liability Waiver Program) with a simplified tech-forward compliance platform to deliver leading revenue generation & asset protection for owner/operators across their portfolios. Since our launch 3 years ago, we have rapidly grown our product and services into 200,000+ units across the United States. We were founded with a commitment to de-risk, add value, and simplify operations for owner operators across multifamily, student housing & SFR. What makes us unique is the care and benefits we deliver to entire communities. From Owners to Operators and Residents, our solutions have very clear value props for each member(s). If you want to join a small, rapidly growing company that has tremendous growth potential in up and down markets, this position is for you! We are seeking a proactive, dedicated, and experienced Client Success professional to join the RiskRelease team to ensure the success and satisfaction of our clients and their residents in the multifamily real estate sector. The ideal candidate will have a strong background in customer success, client services, administrative, property management, project management or within the software industry, and a deep understanding of the multifamily market. This individual will be responsible for building and maintaining strong client relationships, guiding clients through supporting onboarding and product adoption, customer retention and addressing their needs to foster long-term success and loyalty. We are searching for a detail-oriented and enthusiastic team player to play a vital role in supporting our Client Success team. You'll be responsible for providing administrative and operational support, ensuring a seamless experience for our clients with RiskRelease.

Requirements

Minimum of 2-4 years of experience in customer service, administrative support, or data entry role within the multifamily or SaaS industries.
Strong organizational skills and the ability to prioritize and manage multiple tasks effectively.
Excellent communication and interpersonal skills.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, OneNote).
Ability to learn new software programs quickly.
Detail-oriented with a keen eye for accuracy.
Positive attitude and a willingness to take on new challenges.
Thrives in a fast-paced startup environment.

Nice To Haves

Startup Experience
Experience in the property management industry.
Experience with Yardi, ResMan, Entrata, RealPage, AppFolio or other CRMS withing Multifamily
Understanding of Tenant Liability products and services (we can provide training!).
Familiarity with CRM systems a plus.

Responsibilities

Assist the Client Success team with onboarding new clients and ensure a smooth transition to our platform.
Manage client data within systems, maintaining accuracy and completeness.
Generate and process client invoices according to specific billing requirements.
Support the compliance team, including assisting with license management, agreement drafting, and document tracking.
Respond to client inquiries related to their accounts and claims.
Collaborate with the Client Success team on various projects and initiatives.
Be a team player, willing to jump into new or unfamiliar areas to support the team's needs.
Embrace a "wear-many-hats" mentality and contribute wherever necessary in this fast-paced startup environment.
Continuously learn and develop your skills to become a valuable asset to the team's success.