Relationship Manager

Key Responsibilities

• Be the voice of the customer and navigate internal processes with stakeholders from various teams.
• Provide support to associations, granting users access to Enumerate Central and triaging issues as they arise
• Act as a liaison between clients and internal teams, working with the client to gather the information and documentation needed by internal teams to set up bank accounts and complete reconciliations
• Assist with challenging customer requests or issue escalations as needed.
• Answer customer questions in a timely and accurate manner via phone or Zendesk ticketing system.
• Assess customer needs and communicate feedback to peers and leadership
• Collaborate with cross-functional teams to resolve customer requests in a timely and effective manner
• Track key performance indicators related to client relationships, such as customer satisfaction, retention rates, and revenue growth
• Maintain a strong understanding of customer needs and a commitment to delivering exceptional customer service

Requirements

• 2+ years of experience in Customer Success or Account Management
• Strong customer service and project management skills
• Ability to organize a daily workload by priorities and to meet deadlines in a fast-paced quickly changing environment.
• Prior experience using Asana or other project management tools is a plus
• A background in accounting, bookkeeping or community association management is a plus