Customer Success Manager

Come Join Our team

Vector Link Infotech Solutions offers a Comprehensive Total Rewards Package of Benefits containing:

• HMO sponsored by employer
• 13th Month
• Generous Vacation and Sick time

Pay Frequency: Semi-Monthly

The Client Success Manager is a vital support to our Operations Managers and Client Advisors, ensuring a smooth and efficient experience for clients from first engagement through the onboarding experience while enhancing and extending our reputation for responsive client communications.

Duties:

Lead Management and Sales Support:

• Process inbound lead flow (calls/submissions) and maintain accurate records in HubSpot
• Qualify leads according to established criteria and route to appropriate team members
• Schedule appointments/meetings between leads and Client Advisors
• Conduct follow-up communications with leads and deals according to established timelines
• Maintain nurture cycles for prospects at various stages of the sales funnel
• Generate and deliver precise rental property price estimates using our rental estimating software
• Assist Client Advisors with tracking sales activity and progress by maintaining accurate records in our CRM system
• Prepare client and property information for Client Advisor meetings

Outbound Lead Generation:

• Conduct outbound calls and email campaigns to prospective clients (both investors and agents)
• Follow up with real estate agent referral partners according to established schedules
• Track and report on outbound lead generation activities and results
• Identify opportunities to improve lead conversion rates

Client Onboarding Support:

• Assist Operations Managers with the client onboarding process, ensuring efficient collection and processing of required documentation
• Track the progress of new client onboarding, ensuring timely completion of all necessary steps
• Obtain, review, and manage client intake forms, legal documentation and agreements, and supporting documents
• Ensure proper completion of client tax forms, coordinating with the accounting department as needed
• Keep all onboarding stakeholders informed and up to date, including the client, Client Advisor, Onboarding Team, and Operations team
• Assist Client Advisors with onboarding when bottlenecks arise

Data Management and Quality Assurance:

• Ensure data perfection in HubSpot and other systems
• Maintain accurate client and property records for quote automation
• Perform regular audits of CRM data to ensure completeness and accuracy
• Identify and resolve data inconsistencies or gaps

Client Communication:

• Respond to client inquiries and requests in a timely and professional manner
• Build rapport with clients and foster strong relationships
• Proactively identify and address client needs
• Coordinate property evaluations with the Property Manager