Client Success Lead, Real Estate Valuation Solutions

Veros Real Estate Solutions (Veros); Santa Ana (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Life insurance

PTO

Holidays

And more

Job summary

Valligent, a Veros Software company, is seeking a Client Relationship Manager to strengthen relationships with existing clients, assist with onboarding, and identify opportunities to better serve clients with the right products and solutions. This role reports to the VP of Operations and partners with Sales, Operations, and client teams.

Ideal candidates are excellent communicators, highly organized, client-focused, and thrive in a fast-paced environment where follow-through matters.

Qualifications

• 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.
• Comfort working in a fast-paced, deadline-driven environment.
• Ability to manage multiple tasks and priorities.
• Professionalism, discretion, and sound judgment when handling confidential information.
• Typing speed of at least 45 words per minute.

Responsibilities

• Serve as a key point of contact for clients and internal teams.
• Help ensure clients receive timely communication, thoughtful support, and solutions that align with their needs.
• Learn 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.
• 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.

Skills

Communication

Customer service

Organization

Independent work

Time management

Multitasking

Professionalism

Discretion

Typing speed

Tools

Microsoft Teams

GoTo Meeting

Job description

Valligent, a Veros Software company, is seeking a Client Relationship Manager to strengthen relationships with existing clients, assist with onboarding, and identify opportunities to better serve clients with the right products and solutions. This role reports to the VP of Operations and partners with Sales, Operations, and client teams.

Ideal candidates are excellent communicators, highly organized, client-focused, and thrive in a fast-paced environment where follow-through matters.