Client Support Manager

4 weeks ago


Plano, United States GoodLeap Full time

Summary:

The Client Support Manager, Home Improvement works with our clients to ensure we're delivering the best customer experience possible. The CSM will leverage "Big Data" to identify areas of improvement with their Home Improvement clients and collectively work together on improving the customer experience. Additional duties such as client audits and pipeline management help to ensure customer expectations and GoodLeap standards are being met. We strive to be a reliable and trustworthy ally that always delivers for both our customers and Clients. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of "finance made friendly".

Essential Job Duties & Responsibilities:

* Provide our customers with world-class customer service
* Be a supportive and collaborative partner our installers can rely on. Communicating with installers regarding past, present and future projects
* Strategically partner with installers on ways to improve the customer experience. Act as the primary point of contact for escalated client issues, ensuring timely resolutions
* Help resolve any questions or concerns our existing customers may have
* Develop a comprehensive knowledge of GoodLeap products and attributes
* Effectively managing a pipeline of projects to completion. Document client interactions and resolutions in the CRM system to maintain accurate records and track trends
* Conducting monthly partner due diligence checks regarding Home Improvement Projects
* Ability to analyze data and spot trends
* Conduct collaborative investigations into possible fraudulent or suspicious activities
* Provide timely and effective support to clients via email, phone, and chat
* Maintain a positive and professional attitude in all client and customer interactions, building and maintaining strong relationships

Required Skills, Knowledge & Abilities:

* Ability to multitask
* Work independently and collaboratively
* Effectively interact with high profile partners
* Superior organizational skills
* Exceptional verbal and written skills
* Home Improvement knowledge preferred (energy-efficient HVAC, heat pumps, roofing, windows, and more.)
* Excellent problem-solving abilities
* Ability to work well under pressure and manage multiple priorities effectively.
* Flexibility to adapt to changing priorities and business needs.
* Time management

Compensation: $21/hour


  • IT Support Tier 1 Tech

    14 hours ago


    Plano, United States Strategic Support Full time

    Job DescriptionJob DescriptionAs an IT Support Tier 1 Technician, you will have the opportunity to make a positive impact on our business and in the lives of team members and customers every day. We are looking for a driven, dedicated individual who is excited at the opportunity to join a successful team and be an integral part of our organization’s...

  • Client Service

    4 weeks ago


    Plano, United States JPMorgan Chase Full time

    Be a trusted advisor to our most complex Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve as the primary point of...

  • Client Service

    3 days ago


    Plano, United States JPMorgan Chase Full time

    Be a trusted advisor to our most complex Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve as the primary point of...


  • Plano, Texas, United States The Cigna Group Full time

    The job profile for this position is Client Account Support Senior Analyst, which is a Band 3 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you...


  • Plano, Texas, United States The Cigna Group Full time

    The job profile for this position is Client Account Support Senior Analyst, which is a Band 3 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you...

  • Support Manager

    2 weeks ago


    Plano, United States Element5 Full time

    **About Element5** Element5 is on a mission to transform the way post-acute care organizations work. Using AI and RPA, we're automating complex and repetitive tasks, so teams can focus on better patient outcomes. In short, if post-acute teams are spending too much time on administrative work, Element5's digital assistants can take over for them. We’re...

  • Support Manager

    3 weeks ago


    Plano, United States Element5 Full time

    About Element5 Element5 is on a mission to transform how post-acute care organizations work with our intelligent automation platform. Our AI-assisted solutions target workflows across Eligibility, Authorizations, and RCM to remove repetitive tasks so teams can focus on better patient and financial outcomes. We re fast-paced, supercharged, and moving at the...


  • Plano, United States Altisource Portfolio Solutions, Inc. Full time

    **Client Support Specialist, Commercial Servicing** * Plano, TX, USA * Employees can work remotely * Full-time **Company Description** **Job Description** **Responsibilities:** * Responsible for the supporting clients who use the REALSynergy Commercial Real Estate Mortgage Loan Servicing System and associated products * Must be able to understand and...


  • Plano, United States Altisource Portfolio Solutions, Inc. Full time

    **Client Support Specialist, Commercial Servicing** * Plano, TX, USA * Employees can work remotely * Full-time **Company Description** **Job Description** **Responsibilities:** * Responsible for the supporting clients who use the REALSynergy Commercial Real Estate Mortgage Loan Servicing System and associated products * Must be able to understand and...


  • Plano, United States JPMorgan Chase & Co. Full time

    Lead our complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and solicit client inp Relationship Manager, Client Relations, Client Service, Relationship, Manager, Client, Banking, Business...


  • Plano, United States Pursuit Enterprise Full time

    Job DescriptionJob DescriptionPursuit Enterprise delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Entry-Level Client Support Representative role to...


  • Plano, United States Pursuit Enterprise Full time

    Job DescriptionJob DescriptionPursuit Enterprise delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Entry-Level Client Support Representative role to...


  • Plano, United States JPMorgan Chase & Co. Full time

    Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external relationships to provide our clients with best-in-class service. Help be the reason our clients stay with Chase! As a Client Service Senior Manager within the Commercial Bank, you will lead the business,...


  • Plano, United States Chargeback Gurus Full time

    Job DescriptionThe Client Success Manager, at the direction of the Director of Client Success, drives operational excellence and creates lifetime customers. This is a critical role that focuses on optimizing the Client experience. The ideal candidate will be responsible for cultivating and nurturing strategic partnerships with our key enterprise clients to...


  • Plano, United States Chargeback Gurus Full time

    Job DescriptionThe Client Success Manager, at the direction of the Director of Client Success, drives operational excellence and creates lifetime customers. This is a critical role that focuses on optimizing the Client experience. The ideal candidate will be responsible for cultivating and nurturing strategic partnerships with our key enterprise clients to...


  • Plano, United States BNY Mellon Full time

    BNY Mellon Senior Client Operations Manager Pittsburgh , Pennsylvania Apply Now Reference #: 54965Senior Client Operations ManagerBring your ideas. Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages...


  • Plano, Texas, United States NTT Full time

    NTT is a leading global IT solutions and services organisation that brings together people, data and things to create a better and more sustainable future.In today's 'iNTTerconnected' world, connections matter more now than ever. By bringing together talented people, world-class technology partners and emerging innovators, we help our clients solve some of...


  • Plano, United States Pinnacle Group Full time

    Job Title: Senior Support Account Manager Location: Hybrid - in office 3 days per week (Plano, TX 75093) Duration: 12 months (possible extension) Duties: As a Senior Support Account Managers you are key to shaping the support experience of our largest, strategic customers. Your responsibility includes driving the technical support delivery across the...


  • Plano, United States Pinnacle Group, Inc. Full time

    Job Title: Senior Support Account ManagerLocation: Hybrid - in office 3 days per week (Plano, TX 75093)Duration: 12 months (possible extension)Duties:As a Senior Support Account Managers you are key to shaping the support experience of our largest, strategic customers. Your responsibility includes driving the technical support delivery across the client's...


  • Plano, United States Pinnacle Group, Inc. Full time

    Job Title: Senior Support Account ManagerLocation: Hybrid - in office 3 days per week (Plano, TX 75093)Duration: 12 months (possible extension)Duties:As a Senior Support Account Managers you are key to shaping the support experience of our largest, strategic customers. Your responsibility includes driving the technical support delivery across the client's...