Safeguard Properties · 2 hours ago
Manager, Client Accounts
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Responsibilities
Own the Account Management responsibilities for a determined set of clients by:
Ensuring Safeguard is operating according to our client and investor guidelines and exceeding all Service Level Agreements.
Striving to exceed client expectations, and scoring at the top of all client scorecards
Communicating effectively with clients, and always within 24-48 hours
Understanding the company capabilities and service, and effectively communicate all offerings to clients.
Meeting or exceeding all productivity and quality standards.
Provide Managerial Leadership to the account management team by:
Partnering with Safeguard leadership to drive the strategic business plan and vision.
Manage & lead in a way that cultivates inclusion and collaboration between account management teams and other departments within the organization.
Ensure team members are representing Safeguard in a positive manner and are complying with all policies, procedures, and regulatory requirements.
Provide support to clients and team members that have questions.
Seek to provide the best client experience by reviewing and monitoring critical metrics and control reports within the department, which would include:
Ensuring performance metrics are communicated at each level within the organization and that team members have an understanding of how they influence the success of those metrics.
Review metrics on a daily, weekly, monthly basis to ensure department is tracking to meeting or exceeding goals.
Ensure quality reviews are being executed and used for coaching purposes.
Continuously look for opportunities to work smarter and reduce expenses.
Seek to improve teammate performance by:
Building the skills of team members by monitoring performance, coaching team members, and tracking success.
Assist in training/development of team members to function in all aspects of account management.
Ensure all administrative tasks are being conducted, such as regular 1:1’s with team members, team meetings, time entry is reviewed, performance reviews are completed, etc.
Seek to continuously improve by:
Ensuring the teams are leveraging existing technologies to the fullest and identify any procedural or technology gaps.
Listen to team members and review reports to look for opportunities to improve the client experience.
Work with team members to identify issues and solutions that can be implemented to improve the employee experience and the client experience.
Stay informed of industry trends
Coordinate scheduled meetings, training sessions, and courses as needed for the account management department
Perform other duties as assigned by the Department Leadership.
Qualification
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Required
Bachelor’s degree and a minimum 3 years related account/project management or customer service experience
Must have a proven track record of positive results
Proven track record of positive managerial experience: driving teams to exceed goals while driving employee engagement
Excellent communication skills, both written and verbal
Supervise work flow with focus on quality results
Work collaboratively with others to drive positive outcomes
Ability to use different methods of interventions that are aimed at creating role clarity, solving tasks, and interpersonal conflicts that affect team functioning
Ability to identify, use, understand, and manage emotions in positive ways to relieve stress, communicate effectively, empathize with others, overcome challenges, and defuse conflict
Ability to handle fast paced environment
Detail orientation with efficient focus on work activities
Ability to delegate in a positive style with thorough follow up skills
Ability to interpret data, predict trends, and respond to those trends with a sense of urgency