Porch Group · 3 months 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 support homebuyers throughout their journey. They are seeking a Client Relationship Manager to manage client relationships, ensure customer satisfaction, and expand their client base by converting new clients into long-term relationships.
Home ImprovementHome ServicesInformation TechnologyInternetSoftware
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
Our traditional healthcare benefits include three (3) Medical plan options, two (2) Dental plan options, and a Vision plan from which to choose.
Critical Illness, Hospital Indemnity and Accident plans are offered on a voluntary basis.
We offer pre-tax savings options including a partially employer funded Health Savings Account and employee Flexible Savings Accounts including healthcare, dependent care, and transportation savings options.
We provide company paid Basic Life and AD&D, Short and Long-Term Disability benefits.
We also offer Voluntary Life and AD&D plans.
Both traditional and Roth 401(k) plans are available with a discretionary employer match.
Headspace is part of our employer paid wellbeing program and provides employees and their families access to on demand guided meditation and mindfulness exercises, mental health coaching, clinical care and online access to confidential resources including will preparation.
Brio Health is another employer paid wellbeing tool that offers quarterly wellness challenges and prizes.
LifeBalance is a free resource to employees and their families for year-round discounts on things like gym memberships, travel, appliances, movies, pet insurance and more.
Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, identity theft program, travel assistance, and 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