Client Relationship Manager

Veros; Santa Ana (CA); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401K

PTO

Holidays

Job summary

Valligent is seeking a Client Relationship Manager in Santa Ana, CA to strengthen relationships with existing clients, support onboarding, and identify opportunities for product solutions. You will coordinate with Sales, Operations, and leadership to deliver an excellent client experience in a fast-paced environment.

The role requires strong communication, organization, and client-focused mindset, with a proactive approach to problem-solving and growth.

Qualifications

• Excellent verbal and written communication skills.
• Strong customer service or client relationship skills.
• Good judgment to balance client and business needs.
• Proficiency with communication tools and ability to learn client workflows.

Responsibilities

• Build and maintain strong relationships with current and prospective clients.
• Support Sales by identifying client needs and service opportunities.
• Deliver high-quality client experiences through clear communication and reliable follow-through.
• Assist with onboarding new clients and explaining Valligent’s products and processes.
• Learn Valligent’s offerings to suggest fitting solutions for each client.

Skills

Verbal communication

Written communication

Customer service

Relationship building

Organization

Multitasking

Independence

Team collaboration

Discretion

Typing speed

Tools

Microsoft Teams

GoTo Meeting

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Relationship Manager

Full Time Santa Ana, CA, US

3 days ago Requisition ID: 1224

Salary Range: $20.00 To $24.00 Hourly

Valligent, a Veros Software company, is a leading provider of technology-enabled real estate valuation solutions. The company delivers innovative appraisal, property inspection, and valuation services that help lenders, investors, and mortgage professionals make faster, more informed decisions while improving accuracy, compliance, and the borrower experience. Founded in 2003, Valligent combines industry expertise with advanced technology to modernize the property valuation process.

Job Summary

Valligent is looking for a Client Relationship Manager to help strengthen relationships with existing clients, support new client on boarding, and identify opportunities to better serve our clients with the right products and solutions. This role reports to the VP of Operations and works closely with Sales, Operations, clients, and prospective clients. The right person is a strong communicator, highly organized, client-focused, and comfortable working in a fast-paced environment where follow-through and professionalism matter. This is a great opportunity for someone who enjoys building relationships, solving problems, supporting business growth, and creating an excellent client experience.

What You’ll Do

As the Client Relationship Manager, you will serve as a key point of contact for clients and internal teams. You will help ensure clients receive timely communication, thoughtful support, and solutions that align with their needs.

Key responsibilities include:

• Build and maintain strong relationships with current clients, prospective clients, and client contacts
• Support the Sales team by helping identify client needs, product opportunities, and service solutions
• Provide a high-quality client experience through clear communication, attention to detail, and reliable follow-through
• Assist with onboarding new clients and helping them understand Valligent’s products, services, and communication processes
• Learn and understand Valligent’s product offerings to recommend solutions that fit each client’s needs
• Monitor client reporting, turn times, and service-level expectations to help ensure client satisfaction
• Communicate client feedback, needs, and opportunities to Sales, Operations, and leadership
• Proactively identify issues and help resolve client concerns in a professional and timely manner
• Escalate sensitive or high-priority situations to executive management when appropriate
• Understand order workflows within the client management system
• Maintain confidentiality and professionalism when handling client and company information

What We’re Looking For

We are looking for someone who is professional, proactive, and comfortable communicating with clients and internal team members. The ideal candidate is detail-oriented, dependable, and able to manage multiple priorities while keeping the client experience front and center.

Qualified candidates should have:

• Excellent verbal and written communication skills
• Strong customer service or client relationship skills
• Good judgment and the ability to make thoughtful decisions that support both the client and the business
• Strong organization, planning, and follow-through
• Ability to work independently while also collaborating with Sales, Operations, and leadership
• Ability to manage multiple tasks and priorities
• Professionalism, discretion, and sound judgment when handling confidential information
• Proficiency with communication tools such as Microsoft Teams, GoTo Meeting, or similar platforms
• Ability to learn client management systems and order workflows
• Typing speed of at least 45 words per minute

Preferred Experience The following experience is helpful but not required:

• Client success, account management, sales support, or customer service experience
• Experience in real estate valuation, appraisal, and mortgage related fields
• Experience working with client reporting, service-level agreements, or operational workflows

At Valligent, you’ll be part of a team focused on providing modern valuation solutions, strong client service, and reliable operational support. This role offers the opportunity to work closely with clients, contribute to company growth, and play an important part in delivering a strong customer experience. If you are a strong communicator who enjoys building relationships, solving problems, and helping clients succeed, we’d like to hear from you.

Additional Information

We offer a unique opportunity that encourages innovation and growth along with benefits that include medical, dental, vision, 401K, life, PTO, holidays and more.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.