Client Success Coordinator

Description

 Who We are:

RiskRelease, a growing startup in the InsurTech space, is seeking a motivated and organized Client Success Coordinator to join our dynamic team! This is a fantastic opportunity for someone eager to learn, grow their career in customer success, and contribute meaningfully to a rapidly growing startup. This role is a stepping stone to a Client Success Manager (CSM) position. The Client Success Specialist will be provided with training and mentorship to develop the skills and knowledge needed to transition into a CSM role.

· Assist the Client Success team with onboarding new clients and ensure a smooth transition to our platform.

· Manage client data within systems, maintaining accuracy and completeness.

· Generate and process client invoices according to specific billing requirements.

· Support the compliance team, including assisting with license management, agreement drafting, and document tracking.

· Respond to client inquiries related to their accounts and claims.

· Collaborate with the Client Success team on various projects and initiatives.

· Be a team player, willing to jump into new or unfamiliar areas to support the team's needs.

· Embrace a "wear-many-hats" mentality and contribute wherever necessary in this fast-paced startup environment.

· Continuously learn and develop your skills to become a valuable asset to the team's success.

· Minimum of 2-4 years of experience in customer service, administrative support, or data entry role within the multifamily or SaaS industries.

· Strong organizational skills and the ability to prioritize and manage multiple tasks effectively.

· Excellent communication and interpersonal skills.

· Proficient in Microsoft Office Suite (Word, Excel, Outlook, OneNote).

· Familiarity with CRM systems a plus.

· Ability to learn new software programs quickly.

· Detail-oriented with a keen eye for accuracy.

· Positive attitude and a willingness to take on new challenges.

· Thrives in a fast-paced startup environment.

· Startup Experience

· Experience in the property management industry.

· Experience with Yardi, ResMan, Entrata, RealPage, AppFolio or other CRMS withing Multifamily 

· Understanding of Tenant Liability products and services (we can provide training!).

RiskRelease is committed to complying with the Americans with Disabilities Act (ADA) and ensuring equal opportunity in employment for qualified persons with disabilities. We provide reasonable accommodations to enable individuals with disabilities to perform essential job functions, participate in the hiring process, and enjoy the benefits and privileges of employment. 

If you require a reasonable accommodation to apply for a position or to perform your job, please contact jobs@valiantresidential.com. Requests will be reviewed on a case-by-case basis in accordance with applicable laws.