Customer Success – Property / Property Finance
Core
Guide property investors from commitment to contract, managing deal progression and documentation to ensure a seamless client journey.
Role type
Customer Success Specialist (Property Finance)
Builds
Property investment deals and client onboarding processes
Domain
Real Estate / Property Finance
Deliverable
client delivery
Required skills
Deal progression management, contract and documentation preparation, CRM management, stakeholder coordination, deadline tracking, financial process support
Preferred skills
Property or mortgage broking experience, fast-paced environment adaptability, proactive problem solving
Responsibilities
Guide clients through key milestones and provide updates, coordinate with solicitors and developers to keep deals on track, prepare property packs and contracts, maintain CRM and database entries, support the sales team with materials and information
Seniority
Individual Contributor, mid-level specialist