ExecutivePlacements.com · 3 hours ago
Client Success Coordinator (Remote)
United States
Part-time
Remote
New Grad, Entry Level
$20/hr - $25/hrNterval Funding is a fast-growing financial services company specializing in real estate commission advances. As a Client Success Coordinator, you will be the first point of contact for real estate agents, guiding them through the application and onboarding process, ensuring documentation is accurate and complete.
Human ResourcesOnline PortalsRecruiting
Responsibilities
Respond to prospective clients across phone, text, email, and chat
Guide agents through the application and documentation submission process
Review incoming documents for completeness and accuracy
Identify early blockers (missing forms, unclear dates, inconsistent information)
Follow up with agents who started but have not completed an application
Prepare clean and accurate files for approval review
Maintain high inbound response speed and deliver an exceptional client experience
Educate clients on next steps, documentation requirements, and timelines
Update Salesforce with client details, document status, and application progress
Coordinate internally with operations as files move toward approval
Track application progress and ensure timely movement toward a decision
Qualification
Required
Experience in client success, sales, operations management, or account management
Working knowledge of CRM systems (Salesforce experience is a plus)
Strong Problem-solving Abilities And Multitasking Skills
Excellent written and verbal communication
Highly organized with the ability to manage multiple deadlines
Professional, proactive, and accountable
Preferred
Exposure to financial services, mortgage, escrow, title, or real estate transactions is a plus
Benefits
Remote work flexibility
Professional development support
Opportunities to grow into full-time with broader benefits
Opportunities for advancement as the company grows
Company
ExecutivePlacements.com
Online recruitment
Founded in 2011
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase