Client Relationship Manager @ Smart Capital Center | Jobright.ai
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Client Relationship Manager jobs in Toledo, OH
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Smart Capital Center · 3 days ago

Client Relationship Manager

positionToledo, OH
timeFull-time
remoteRemote
seniorityEntry, Mid Level
date2+ years exp
ftfMaximize your interview chances
Asset ManagementCommercial Lending

Insider Connection @Smart Capital Center

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Responsibilities

Reconcile financial documentation for real estate properties using our industry-leading platform.
Empower clients by guiding them through the effective use of our software to manage their real estate investments efficiently.
Collaborate closely with clients to understand their business goals and offer tailored solutions to maximize their use of the platform.
Liaise with internal teams to ensure timely issue resolution and maintain high levels of customer satisfaction.
Stay current on platform updates, enhancements, and best practices to deliver informed and proactive client support.
Identify opportunities to upsell additional services or products that can further benefit clients.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Customer SuccessAccount ManagementEnterprise TechnologyFinancial SoftwareReal EstateSpreadsheetsDatabasesMS OfficeSaaS ExperienceBusiness DegreeEconomics DegreeFinance Degree

Required

Strong interest in enterprise technology, real estate, and finance.
Proactive and results-driven, with a track record of thriving in fast-paced, high-growth environments.
Exceptional follow-through, attention to detail, and problem-solving skills.
Entrepreneurial mindset with a persuasive communication style.
Proficiency in spreadsheets, databases, MS Office, and financial software.

Preferred

BA/BS in Business, Economics, Finance, or a related field preferred.
Experience in customer success, account management, or related roles within the SaaS, finance, or real estate sectors is a plus.
Customer service: 2 years (Preferred)
Location: Nashville, TN (Preferred)

Benefits

Competitive compensation
Comprehensive benefits package

Company

Smart Capital Center

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Ultra-fast property valuation and affordable financing for commercial real estate investors.
dateFounded in 2020
location
San Francisco, California, USA
people-size11-50 employees
web-link
https://www.smartcapital.center/

Funding

Current Stage
Early Stage

Leadership Team

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Laura Krashakova
CEO - We are hiring! 🚀
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