Helping organizations create effective eLearning programs with our training software.
Client Experience Specialist
Location
New Jersey
Posted
3 days ago
Salary
$22 - $25 / hour
Seniority
Mid Level
Job Description
Client Experience Specialist
Knowledge Anywhere
• Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. • Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. • Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. • Serve as all deal stakeholder’s point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. • Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. • Regularly update and manage communication with all parties involved in the transaction. • Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.
Job Requirements
- Minimum of 2 years Real Estate/mortgage/title administration/transaction coordination experience required
- Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
- People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.
- Technical- ability to learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction management and financial tools.
- Analytical Thinking & Transaction Accuracy – able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity.
- Process Management – able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing.
- Partnership/Collaboration—the individual remains open to others' ideas and exhibits willingness to try new things.
- Oral/Written Communication—the individual speaks clearly and persuasively in any situation to clearly advise and resolve any issues.
- Quality Assurance-the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
- Adaptability—the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient.
- Building Collaborative Relationships – the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information & support.
Benefits
- Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
- 401(k) savings plan with company match
- Paid Time Off to Include Holidays , Vacation Time, and Sick Time
- Paid Family & Paternity Leave
- Life Insurance
- Business Travel Accident Insurance
- All employees receive access to LinkedIn Learning
- Employee Referral Program
- Adoption Assistance Program
- Employee Assistance Program
- Health and Wellness Program and Incentives
- Employee Discounts
- Employee Resource Groups
Related Guides
Related Job Pages
More Customer Success Manager Jobs
Role Description Join Verity Solutions as an Account Manager supporting 340B pharmacy programs, where you will drive client performance, optimize program outcomes, and build lasting partnerships. In this role, you will combine data-driven insights, operational expertise, and consultative relationship management to help clients maximize savings, maintain compliance, and achieve long-term success. - Manage and grow relationships with a portfolio of pharmacy accounts, serving as the primary contact for 340B program support and performance. - Drive program performance by analyzing financial results, utilization trends, and operational data to deliver actionable insights. - Support purchasing, invoicing, and financial reconciliation activities to ensure accurate and compliant program operations. - Provide proactive customer support, responding to inquiries, delivering training, and anticipating client needs. - Identify opportunities for product or service enhancements based on customer feedback and data trends. - Monitor data feeds, system settings, and program metrics to ensure accuracy and optimal system performance. - Collaborate cross-functionally to investigate and resolve data anomalies and complex client issues. - Plan and deliver regular business reviews, training sessions, and program updates aligned to client expectations. - Utilize internal tools and platforms to manage account activity, reporting, and documentation. - Continuously build product and system expertise to support evolving client and business needs. Qualifications - Minimum 3 years of experience in customer support, technical support, or SaaS account management roles. - Strong verbal and written communication skills, including the ability to manage complex client conversations. - Demonstrated ability to analyze data and troubleshoot issues. - Proficiency with Microsoft Office tools, especially Excel. - Ability to manage multiple priorities in a fast-paced, detail-oriented environment. - Strong customer focus with proactive problem-solving skills. Requirements - Bachelor’s degree (preferred, not required). - Experience working in pharmacy, healthcare, or 340B environments. - Experience working with financial data, reporting tools, or SaaS platforms. - Ability to work cross-functionally in a matrixed organization. Benefits - Annual salary of 64,100 - 106,900 USD / yearly, depending on relevant factors, including experience and geographic location. - Eligibility to participate in an annual bonus plan. - Comprehensive range of health-related benefits including medical, vision, dental, and well-being and behavioral health programs. - 401(k) plan. - Company paid life insurance. - Tuition reimbursement. - A minimum of 18 days of paid time off per year and paid holidays.
Dealer Success Manager
Capital OneAt Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.
• Operate as a Strategic Consultant and Customer-Centric Partner to auto dealers • Strategize with POD counterparts for superior success • Educate dealers and ensure they maximize technology value • Drive adoption and retention lifecycle for Navigator Platform • Troubleshoot product and process issues • Execute customer enablement cycle through market visits • Collaborate with Area Sales Manager and POD team
• Manage and grow relationships with a portfolio of pharmacy accounts • Drive program performance by analyzing financial results, utilization trends, and operational data • Support purchasing, invoicing, and financial reconciliation activities • Provide proactive customer support, responding to inquiries, delivering training, and anticipating client needs • Identify opportunities for product or service enhancements based on customer feedback and data trends • Monitor data feeds, system settings, and program metrics • Collaborate cross-functionally to investigate and resolve data anomalies and complex client issues • Plan and deliver regular business reviews, training sessions, and program updates aligned to client expectations • Utilize internal tools and platforms to manage account activity, reporting, and documentation • Continuously build product and system expertise to support evolving client and business needs
• Develop and nurture strong relationships with key customer accounts • Understand customer goals, objectives, and challenges to align solutions • Provide proactive support and guidance throughout customer journey • Conduct regular check-ins, business reviews, and customer satisfaction surveys • Monitor customer usage and engagement metrics
