Client Success Representative

Job Summary

A company is looking for a Client Success Representative to assist real estate agents with commission advance applications.

Key Responsibilities

• Respond to prospective clients via phone, text, email, and chat
• Guide agents through the application and documentation submission process
• Review and prepare files for approval, ensuring accuracy and completeness

Required Qualifications

• Experience in client success, sales, operations management, or account management
• Working knowledge of CRM systems; Salesforce experience is a plus
• Exposure to financial services, mortgage, escrow, title, or real estate transactions is a plus
• Highly organized with the ability to manage multiple deadlines
• Professional, proactive, and accountable demeanor