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Customer Success Partner

Skills
Business Relationship ManagementClarityCustomerCustomer ServiceCustomer SuccessCustomer SupportEscrow
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Bachelor’s degree or equivalent combination of education and experience
  • 6-10 years of directly related experience
  • 3+ years of experience in Customer Success, Account Management, Title Insurance, or related role
  • Proven ability to manage relationships in complex organizations, specifically within large enterprises
  • Proven track record of superior customer service
  • Advanced to Expert level MS Excel knowledge and ability to quickly adapt to new software applications and technologies
  • Ability to work independently, while keeping deliverables and deadlines top of mind for multiple accounts while maintaining trusted relationships
  • Strong problem-solving skills and ability to identify unique solutions to complex problems
  • Excellent verbal and written communication with internal and external customers; uses various types of communication to meet customer expectations and build relationships

Nice to have

  • Maintains highest standards of customer communication and service
  • Works effectively in ambiguous circumstances
  • Highly organized, process-oriented mind

Day to day

  • Serve as the strategic communication liaison between customers and the service team
  • Identify a customer’s unique needs, goals, and challenges in the title and escrow process
  • Collaborate with internal teams to streamline the process for an improved customer closing experience
  • Capitalize on opportunities to grow business / market share from existing customers
  • Onboard new customers, guiding them through a systematic process to facilitate decision-making around their needs and goals
  • Assist customers with technical inquiries and troubleshoot issues promptly