Customer Relationship Manager, Granite
Core
Guide new clients through onboarding, serve as the primary point of contact for inquiries and issue resolution, and nurture long-term relationships to maximize product adoption.
Role type
Customer Relationship Manager
Builds
Client onboarding experience, support interactions, and feedback loops for product improvement
Domain
Mortgage and real estate technology services
Deliverable
client delivery
Required skills
client onboarding, issue troubleshooting, relationship management, client education, feedback collection, CRM data management, written communication, verbal communication, business email etiquette, analytical thinking, attention to detail, typing speed (30+ wpm), phone communication
Preferred skills
previous client-facing or customer service experience
Technologies
CRM systems, office productivity software
Responsibilities
Lead new client onboarding and explain platform offerings, address client questions and concerns via phone and email, troubleshoot and resolve client issues, develop and maintain long-term client relationships, provide educational resources on product updates and best practices, convey client feedback to internal teams, maintain accurate client records in the CRM
