Team Leader, Client Success jobs in United States
cer-icon
Apply on Employer Site
company-logo

LERETA, LLC · 19 hours ago

Team Leader, Client Success

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$100K/yr - $135K/yr
date4+ years exp

LERETA, LLC is seeking a Team Leader for their Client Success Management Team. This role oversees client engagement, satisfaction, and retention, ensuring effective service performance and management of client relationships.

Financial Services

Responsibilities

Ensure the CSM team meets monthly, quarterly and annual goals
Oversee customer contact, progress tracking, and completion of tasks
Monitor past due accounts receivable and accounting recap/forecast reports, identifying trends and variances
Track visits to top clients and promote customer retention through exceptional service
Provide timely assistance to customer inquiries and escalate issues when necessary
Maintain regular personal contact with assigned customers
Provides guidance and support to the CSMs to ensure client inquiries are handled promptly and professionally
Hosts bi-weekly team huddles
Conducts bi-monthly one-on-one meetings with CSMs
Ensures understanding of LERETA's most current services and capabilities
Possesses and maintains an in-depth knowledge of LERETA's services, functionalities and capabilities
Ensures clients receive maximum benefit aligned with their business needs and SLAs
Conducts client training as needed
Identifies and assesses client needs and pursues solutions and services that align with those needs
Documents action steps and coordinates with appropriate internal teams
Represents LERETA professionally within the lending community
Builds relationships to support business development and identify service enhancement opportunities for the purposes of furthering the company's business development objectives
Identifies opportunities for enhancement of its services
Identifies and recommends solutions for market needs, collaborating with Sales, IT, and Operations as appropriate
This position will perform other duties as assigned based on the needs of the department

Qualification

SalesforceClient relationship managementTeam managementAccount managementReal Estate Tax knowledgeCustomer serviceCommunication skillsOrganizational skills

Required

High School diploma or equivalent
Four years of related experience

Preferred

Minimum of 2 years previous account manager experience in the Real Estate Tax & Flood Service industry
Loan servicing experience

Company

LERETA, LLC

twittertwitter
company-logo
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.
dateFounded in 1986
location
Covina, California, USA
people-size501-1000 employees
web-link
http://www.lereta.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-07-06Private Equity
2021-07-06Acquired
2009-01-01Private Equity

Leadership Team

leader-logo
Jim Micali
Chief Operating Officer
linkedin
leader-logo
Michael S. Black
Chief Information Security Officer
linkedin

Recent News

PR Newswire
LERETA Announces Leadership Transition: Katie Brewer Named CEO as John Walsh Retires
2025-01-23
HousingWire
Struggling homeowners often don’t understand escrow
2025-01-22
HousingWire
Service provider LERETA appoints new CTO
2024-05-17
Company data provided by crunchbase