Client Success CoordinatorVirtualVocations • Santa Ana, California, United States
Client Success Coordinator
VirtualVocations • Santa Ana, California, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Client Success Coordinator (Hybrid).
Key Responsibilities
Respond to prospective clients across various communication channels
Guide agents through the application and documentation submission process
Prepare clean and accurate files for approval review and track application progress
Required Qualifications
Experience in client success, sales, operations management, or account management
Working knowledge of CRM systems; Salesforce experience is a plus
Exposure to financial services, mortgage, escrow, title, or real estate transactions is a plus
Highly organized with the ability to manage multiple deadlines
Professional, proactive, and accountable
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Client Success Coordinator • Santa Ana, California, United States
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