LERETA, LLC · 12 hours ago
Senior Client Success Manager
Pomona, CA
Full-time
Onsite
Mid, Senior Level
$68K/yr - $101K/yrLERETA, LLC is focused on providing extraordinary service to its clients, and they are seeking a Senior Client Success Manager to enhance client retention. The role involves maintaining client relationships, ensuring service delivery meets expectations, and resolving issues effectively.
Financial Services
Responsibilities
Focuses on client retention by working with all teams to ensure LERETA is providing extraordinary service to the client
Establishes at a minimum, monthly tracked personal contact with the assigned client base
Maintains a thorough understanding of LERETA’s most current services / site capabilities and ensures that supporting staff is also aware and communicating the capabilities to the client
Ensures that clients receive the maximum benefit according to their needs, expectations, and Service Level Agreements (SLA’s)
Implements and maintains an effective system in order to track issues and ensure prompt response / resolution
Research options and works with the appropriate LERETA teams until issue(s) are resolved
Maintains knowledge of client’s servicing systems
Maintains knowledge of client’s business rules, processes, and procedures
Builds and maintains relationships with client senior management
This position will perform other duties as assigned based on the needs of the department
Qualification
Required
Focuses on client retention by working with all teams to ensure LERETA is providing extraordinary service to the client
Establishes at a minimum, monthly tracked personal contact with the assigned client base
Maintains a thorough understanding of LERETA's most current services / site capabilities and ensures that supporting staff is also aware and communicating the capabilities to the client
Ensures that clients receive the maximum benefit according to their needs, expectations, and Service Level Agreements (SLA's)
Implements and maintains an effective system in order to track issues and ensure prompt response / resolution
Research options and works with the appropriate LERETA teams until issue(s) are resolved
Maintains knowledge of client's servicing systems
Maintains knowledge of client's business rules, processes, and procedures
Builds and maintains relationships with client senior management
Company
LERETA, LLC
Since 1986, LERETA has provided a full suite of national real estate tax services for residential and commercial loans, including automated online research and certification, tax bill processing, a suite of delinquent tax services, and customized tax outsourcing service programs.
Founded in 1986
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-07-06Private Equity
2021-07-06Acquired
2009-01-01Private Equity
Leadership Team
Jim Micali
Chief Operating Officer
Michael S. Black
Chief Information Security Officer
Recent News
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HousingWire
2024-05-17
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