Remote Client Relationship Manager

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home.

As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies.

In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED.

Job Title: Client Relationship Manager

Location: United States

Workplace Type: Remote

Job Summary

The future is bright for the Porch Group, and we’d love for you to be a part of it as our Client Relationship Manager.

We are looking for a motivated team member to manage and lead execution for client relationships. You will be directly responsible for ensuring the satisfaction and loyalty of our current customer base and for expanding our base by converting new clients into long-term relationships.

You will be responsible for providing a range of services throughout the full customer lifecycle, from technical pre-sales support through implementation and post deployment production support. You will be responsible for understanding customer requirements and ensuring our solutions meet these requirements.

The ideal candidate has premier client service experience with a talent for sales support and operations; a professional who balances customer-focus with a results-driven mindset.

What You Will Do As A Client Relationship Manager****

• 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.

What You Will Bring As A Client Relationship Manager

• 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.

The application window for this position is anticipated to close in 2 weeks (10 business days) from October 14th, 2024. Please know this may change based on business and interviewing needs.

At this time, Porch Group does not consider applicants from the following states for remote positions: Alaska, Arkansas, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, and West Virginia.

What You Will Get As A Porch Group Team Member

Pay Range*: $51,000.00 - $71,400.00 Annually

*Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets, job-related knowledge, alignment with market and our Porch employees, as well as your geographic location.

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.

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What’s next?

Submit your application and our Porch Group Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What’s important to call out is that we want to make sure not only that you’re the right person for us, but also that we’re the right next step for you, so come prepared with all the questions you have!

Porch is committed to building an inclusive culture of belonging that not only embraces the diversity of our people but also reflects the diversity of the communities in which we work and the customers we serve. We know that the happiest and highest performing teams include people with diverse perspectives that encourage new ways of solving problems, so we strive to attract and develop talent from all backgrounds and create workplaces where everyone feels seen, heard and empowered to bring their full, authentic selves to work.

Porch is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances.

Porch Group is an E-Verify employer. E-Verify is a web-based system that allows an employer to determine an employee’s eligibility to work in the US using information reported on an employee’s Form I-9. The E-Verify system confirms eligibility with both the Social Security Administration (SSA) and Department of Homeland Security (DHS). For more information, please go to the USCIS E-Verify website.