Client Success Coordinator

A company is looking for a Client Success Coordinator (Remote).

Key Responsibilities

Respond to prospective clients via phone, text, email, and chat

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