Remote Client Relationship Manager

Summary

Join Porch Group as a Client Relationship Manager and be part of a leading vertical software and insurance platform. As a key member of our team, you will manage and lead execution for client relationships, ensuring satisfaction and loyalty of our current customer base and expanding our base by converting new clients into long-term relationships.

Requirements

• Aptitude and experience in current and trending direct and digital marketing channels
• Experience with digital marketplace management functions is required
• Outstanding knowledge of MS Office programs and MS Dynamics CRM software
• Excellent communication/presentation skills (Ability to seamlessly participate in discussions with business and technical leadership and grow relationships at all levels of an organization)
• Excellent verbal and written communication, both in person and virtual presentation skills
• Excellent organization and time-management skills
• Strong work ethic and high personal standard of quality
• Ability to work independently and to collaborate effectively across functions as part of a team in a matrixed environment
• Brings professionalism, positive energy, and enthusiasm to the team. Genuinely enjoys working with clients on complex projects. Has a heart of service to their team and their assigned client portfolio
• Goal oriented, flexible thinker
• Embraces change as an opportunity for improvement; not satisfied with status quo
• Project management experience, with the conceptual ability to visualize project life cycle

Responsibilities

• Works closely with Client Development team to support accounts
• Upsell and cross sell within current customer portfolio in consultation with the Client Development team when appropriate
• Identify, develop, and recognize new opportunities for expanding existing customer solutions and ensure ongoing adoption PGM services
• Understands and can effectively articulate the PGM portfolio of products and services to clients
• Demonstrates an understanding of clients’ business as well as their goals and requirements
• Communicates regularly with clients to continuously monitor the health of the relationship
• Resolves client challenges by investigating problems and developing solutions that meet or exceed expectations
• Manages day-to-day activities associated with executing client programs
• Managing audience creation and user experiences across digital marketplaces
• Liaisons with internal departments to ensure the timeliness, accuracy, and quality of deliverables
• Provides professional after-sales support including reporting, analysis, forecasting and invoicing that enhance the customer experience
• Handles automated or transactional usage reporting and forecasting in MS Dynamics
• Documents the operations, timeline, and delivery of projects and opportunities
• Embraces company’s culture and drives to achieve month, quarterly, and annual budget goals

Benefits

• Pay Range*: $51,000.00 - $71,400.00 Annually
• Our benefits package will provide you with comprehensive coverage for your health, life, and financial wellbeing
• Our traditional healthcare benefits include three (3) Medical plan options, two (2) Dental plan options, and a Vision plan from which to choose
• Critical Illness, Hospital Indemnity and Accident plans are offered on a voluntary basis
• We offer pre-tax savings options including a partially employer funded Health Savings Account and employee Flexible Savings Accounts including healthcare, dependent care, and transportation savings options
• We provide company paid Basic Life and AD&D, Short and Long-Term Disability benefits. We also offer Voluntary Life and AD&D plans
• Both traditional and Roth 401(k) plans are available with a discretionary employer match
• Headspace is part of our employer paid wellbeing program and provides employees and their families access to on demand guided meditation and mindfulness exercises, mental health coaching, clinical care and online access to confidential resources including will preparation
• Brio Health is another employer paid wellbeing tool that offers quarterly wellness challenges and prizes
• LifeBalance is a free resource to employees and their families for year-round discounts on things like gym memberships, travel, appliances, movies, pet insurance and more
• Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, identity theft program, travel assistance, and fitness and other discounts programs