Porch Group · 1 day ago
Client Relationship Manager
United States
Full-time
Remote
Mid Level
$52K/yr - $70K/yrPorch Group is a leading vertical software and insurance platform that aims to assist homebuyers in protecting their homes. The Client Relationship Manager will manage client relationships, ensuring customer satisfaction and loyalty while expanding the client base by converting new clients into long-term partnerships.
Home ImprovementHome ServicesInformation TechnologyInternetSoftware
No H1B
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 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
Qualification
Required
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 (Ability to seamlessly participate in discussions with business and technical leadership and grow relationships at all levels of an organization)
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. Genuinely enjoys working with clients on complex projects. Has a heart of service to their team and their assigned client portfolio
Goal oriented, flexible thinker. Embraces change as an opportunity for improvement; not satisfied with status quo
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
Benefits
Three (3) Medical plan options
Two (2) Dental plan options
Vision plan
Critical Illness, Hospital Indemnity and Accident plans
Health Savings Account
Flexible Savings Accounts
Basic Life and AD&D
Short and Long-Term Disability benefits
Voluntary Life and AD&D plans
Traditional and Roth 401(k) plans
Headspace
Brio Health
LifeBalance
Flexible paid vacation
Company-paid holidays of typically nine per year
Paid sick time
Paid parental leave
Identity theft program
Travel assistance
Fitness and other discounts programs
Company
Porch Group
Porch Group is a vertical software platform for residential environments.
Founded in 2013
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$782.85MKey Investors
Wellington ManagementRunway Growth CapitalValor Equity Partners
2025-05-19Post Ipo Debt· $134M
2023-04-17Post Ipo Debt· $333M
2022-04-15Post Ipo Equity· $4M
Leadership Team
Matt Ehrlichman
Founder, CEO
Jake Cooney
Design Director and Co-founder
Recent News
2025-11-10
2025-11-10
Company data provided by crunchbase