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Client Success Specialist

2 months ago

Dallas, Texas, United States Risk Release Full time
Job Overview

About Us:

RiskRelease is an innovative startup operating within the InsurTech sector, looking for a dedicated and detail-oriented Client Success Coordinator to enhance our vibrant team. This position presents an excellent opportunity for individuals eager to advance their careers in customer success while making a significant impact in a fast-growing organization. The Client Success Coordinator role serves as a pathway to a Client Success Manager position, with comprehensive training and mentorship provided to cultivate the necessary skills for advancement.

We deliver a leading risk management solution that integrates essential insurance offerings (Liability Waiver Program) with a streamlined, technology-driven compliance platform, facilitating optimal revenue generation and asset protection for owner/operators across diverse portfolios. In just two years since our inception, we have expanded our products and services to over 70,000 units nationwide. Our foundation is built on a commitment to reduce risk, add value, and simplify operations for owner/operators in multifamily, student housing, and single-family rentals. Our unique approach emphasizes the benefits we provide to entire communities, ensuring clear value propositions for all stakeholders involved.

Ideal Candidate:

We are in search of a proactive and experienced Customer Success professional to guarantee the satisfaction and success of our clients and their residents in the multifamily real estate sector. The perfect candidate will possess a robust background in customer success, client services, administrative roles, property management, project management, or the software industry, coupled with a deep understanding of the multifamily market. Responsibilities include fostering and maintaining strong client relationships, guiding clients through onboarding and product adoption, ensuring customer retention, and addressing their needs to promote long-term success and loyalty.

We seek a detail-oriented and enthusiastic team player to play a crucial role in supporting our Client Success team. You will provide essential administrative and operational support, ensuring a seamless experience for our clients.

Daily Responsibilities:

  • Assist the Client Success team with onboarding new clients and ensuring a smooth transition to our platform.
  • Manage client data within systems, ensuring accuracy and completeness.
  • Generate and process client invoices in accordance with specific billing requirements.
  • Provide administrative support to the compliance team, including assistance with license management, agreement drafting, and document tracking.
  • Respond to basic client inquiries related to their accounts and claims.
  • Collaborate with the Client Success team on various projects and initiatives.
  • Exhibit a team-oriented mindset, willing to engage in new or unfamiliar areas to support team needs.
  • Embrace a versatile approach and contribute wherever necessary in this dynamic startup environment.
  • Continuously enhance your skills to become a valuable asset to the team's success.

Qualifications:

  • 2-4 years of experience in customer service, administrative support, or data entry roles within the multifamily or SaaS industries.
  • Strong organizational skills with the ability to prioritize and manage multiple tasks effectively.
  • Excellent communication and interpersonal skills.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, OneNote).
  • Familiarity with CRM systems is a plus.
  • Ability to quickly learn new software programs.
  • Detail-oriented with a strong focus on accuracy.
  • A positive and enthusiastic attitude with a willingness to tackle new challenges.
  • Thrives in a fast-paced startup environment.

Preferred Qualifications:

  • Experience in a startup environment.
  • Background in the property management industry.
  • Familiarity with Yardi, ResMan, Entrata, RealPage, AppFolio, or other CRMs within Multifamily.
  • Understanding of Tenant Liability products and services (training will be provided).

What We Offer:

  • Competitive salary with performance-based incentives.
  • Three medical plans to choose from (one plan is free for team members).
  • Dental and vision coverage.
  • Life insurance (provided at no cost to team members).
  • Voluntary life insurance and ancillary plans available for purchase.
  • 401k plan with company match.
  • PTO (personal time off).
  • Sick time and floating holidays (two per year).
  • Paid day off for your birthday.