Day to day account manager for strategic concord clients including client's lenders, distributors, dealers and others on esp servicing platform.
- act as a liaison between strategic clients, lenders, distributors, dealers and other and concord's internal client operations teams
- responsible for transitioning new clients from the onboarding phase to account management
- responsible for escalating to proper concord functional group with sufficient documentation and reason
- responsible for training existing clients specifically to move client to self-servicing tools
- responsible for managing and executing the annual billing process for each assigned hoa related client
- manage multiple clients and assigned projects start to finish
- establish a communication cadence with top revenue clients on a biweekly, monthly frequency and work with vp client success and account executive on delivery of data
- ability to meet deadlines set by a client, ae or c level executive team
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