Customer Account Specialist
Core
Establish and maintain relationships with Specialty Markets clients, providing full-service customer support, trend analysis, and on-site training.
Role type
Customer Account Specialist
Builds
Customer retention, product adoption, and service delivery for Specialty Markets clients
Domain
Mortgage and real estate services
Deliverable
client delivery
Required skills
Trend analysis, customer needs assessment, problem resolution, on-site training delivery, technical troubleshooting, sales support, process improvement recommendations
Preferred skills
Mortgage or insurance industry experience, proficiency in custom applications (Siebel, SWAN, PTS, A/R)
Technologies
Microsoft Office suite, Siebel, SWAN, PTS, A/R
Responsibilities
Perform trend analysis of issues and market conditions; visit client sites for servicing, public relations, and training; partner with sales on customer needs; provide equipment/software installation and customer training; serve as liaison to offshore operations; recommend process and product improvements; provide technical support and troubleshoot customer systems; participate in sales functions including closing deals and qualifying customers
Seniority
Mid-level IC