Remote Portfolio Manager: Client Success & Growth

Royal York Property Management; Sur; A distancia; COP 67.072.000 - 80.486.000; Jornada completa

Descripción de la vacante

Royal York Property Management is seeking a Portfolio Manager to oversee a portfolio of owners and properties, ensuring proactive client updates and timely rent activity. You will coordinate services, review monthly activity, and renew agreements while protecting client relationships.

Strong communication and account-management experience are essential for success. Experience with CRM and multiple service providers, plus the ability to manage several accounts simultaneously, will help you thrive

Formación

• Three or more years of experience in account management, portfolio management, property management, client success, relationship management, sales, or service operations.
• Experience managing multiple clients, accounts, properties, claims, cases, or active files simultaneously.
• Experience with client retention, renewals, objection handling, negotiation, account growth, or consultative sales.
• Experience monitoring rent, invoices, recurring payments, accounts receivable, or overdue balances.
• Strong client communication and experience handling complaints or escalations.

Responsabilidades

• Act as the primary contact for an assigned portfolio of property owners and tenants.
• Manage multiple client accounts, properties, and active service files.
• Complete client onboarding and collect required property, owner, and tenant documents.
• Provide proactive updates about completed work, outstanding issues, and next steps.
• Monitor rent collection and follow up on overdue balances.
• Review monthly property activity before owner payouts, including rent received, fees, expenses, invoices, reserves, and holdbacks.
• Investigate account discrepancies and coordinate corrections with the accounting team.
• Coordinate maintenance requests with internal teams and external service providers.
• Handle owner and tenant complaints, urgent issues, and service escalations.
• Identify dissatisfied or at-risk clients and take action to prevent avoidable cancellations.
• Manage agreement renewals and discuss pricing or service concerns within company guidelines.
• Handle objections, reinforce the value of the company's services, and identify appropriate opportunities to expand client relationships.
• Monitor tenant notices, vacancies, turnovers, and re‑leasing activity.
• Maintain accurate CRM notes, documents, tasks, deadlines, and follow‑ups.
• Identify stalled files and escalated financial, legal, or service risks when necessary.
• Use technology and AI tools to improve documentation, communication, reporting, and efficiency.

Conocimientos

Account management

Portfolio management

Client success

Relationship management

Sales

Service operations

Herramientas

CRM

Ticketing system

Property management platform

Workflow management

Descripción del empleo

Royal York Property Management is seeking a Portfolio Manager to oversee a portfolio of owners and properties, ensuring proactive client updates and timely rent activity. You will coordinate services, review monthly activity, and renew agreements while protecting client relationships.

Strong communication and account-management experience are essential for success. Experience with CRM and multiple service providers, plus the ability to manage several accounts simultaneously, will help you thrive