Customer Relationship Specialist, Granite
Core
Guide new clients through onboarding, serve as the primary point of contact for inquiries, resolve issues, and nurture long-term relationships within the mortgage and real estate industry.
Role type
Customer Relationship Specialist (Client Success)
Builds
Client onboarding experience, ongoing support, and feedback loops for a US NASDAQ-listed mortgage and real estate technology company.
Domain
Mortgage and Real Estate Technology
Deliverable
client delivery
Required skills
client onboarding, issue resolution, relationship building, client education, feedback collection, CRM management, written communication, verbal communication, analytical skills, attention to detail, typing speed (30+ wpm)
Preferred skills
previous client-facing or customer service experience
Technologies
CRM systems, office productivity software
Responsibilities
Guide new clients through the onboarding process, address client questions and concerns via phone and email, troubleshoot and resolve client issues, develop and nurture 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.
