Remote Portfolio Manager - Real Estate & Client Success

Royal York Property Management; Medellín; Presencial; 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 property owners and tenants, ensuring proactive communication, timely rent monitoring, and seamless service coordination.

This remote, full-time role requires strong account management skills, experience with CRM systems, and the ability to grow client relationships while protecting margins. Eastern Time business hours apply.

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.
• Confidence reviewing account activity, statements, expenses, and supporting documents.
• 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 elevate financial, legal, or service risks when necessary.
• Use technology and AI tools to improve documentation, communication, reporting, and efficiency.

Conocimientos

Account management

Client relations

Client retention

Customer experience

Customer success

Real estate

Herramientas

CRM

Property-management platform

Descripción del empleo

Royal York Property Management is seeking a Portfolio Manager to oversee a portfolio of property owners and tenants, ensuring proactive communication, timely rent monitoring, and seamless service coordination.

This remote, full-time role requires strong account management skills, experience with CRM systems, and the ability to grow client relationships while protecting margins. Eastern Time business hours apply.