Job Details

Client Manager Onboarding and Support

Company name

Preclose Inc

Organization Type


Job Type

Legal Staff

Date Last Verified

Jun 15,2018

Posted on

Mar 12,2018

Years of Experience

Min 5 yrs required


Charleston, SC
Practice Area
Real Estate >> Real Estate
  Employer Sponsored Job (Free to apply to)
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Client Manager, On­boarding and Support The candidate will work directly with CEO building the strategic foundation for client’s setup process and on­going support. Will work closely with in­house transaction coordinators, and growing Development team. Build relationships with our amazing clients and be their voice during the setup process. Take fragmented pieces of information and develop an implementation plan for clients. Document new requirements for the Development team to execute on. Use several software tools to stay organized: CRM (Hubspot), Google Apps, and more. Assist CEO in building a foundation for our Client Services team. Join in on impromptu feature discussions with other team members. Take a frequently asked question and turn it into content for our support desk.

Qualification and Experience

The candidate should have background as a Real Estate Agent, Mortgage Underwriter or Processor, Real Estate. Paralegal, or Real Estate admin/transaction coordinator is preferred. Must have experience working in a software environment, either in support, marketing or client success. A basic understanding of using software in day­to­day is essential. Strong communication skills and previous experience working in a client facing role is essential. Should be proficient in Google Apps, especially sheets (or Excel spreadsheets).

Company info

Hiring Coordinator
Preclose Inc
145 Williman Street
Charleston, SC 29403

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