top of page
REP8_edited.jpg

CLIENT SERVICES 
AGENT

Job Description 

ConsoliGrant is a proprietary funding mechanism that is not credit-driven and is not available through any other lender or mortgage institution. We are implementing an expansion strategy, and we’re looking for bubbly, proactive client advocates who are passionate about our company brand and the clients we serve.

What you'll do...

  • You'll work in-house as a Client Services Agent to grow our brand, reporting directly to an Account Executives.

  • Your job is to interface with our Clients, process all required data, deliver superb customer service while managing corporate accounts. 

  • ​

​

​

​

  • Serve as the primary point of contact for clients once they become grant recipients, ensuring a smooth transition from sales to onboarding and ongoing support.

  • Establish strong relationships with clients, understanding their needs, and providing timely and personalized assistance.

  • Guide clients through the onboarding process, ensuring all necessary paperwork, contracts, and documentation are completed accurately and efficiently.

  • Coordinate with internal teams, such as sales, operations, marketing and programs, to ensure seamless implementation of services, accurate reporting and adherence to project timelines.

  • Establish best practices for customer satisfaction and use consumer feedback to adapt.

  • Monitor project milestones and deliverables, proactively communicating progress and addressing any potential delays or issues.

  • Conduct regular check-ins with clients to assess their satisfaction, gather feedback, and address any concerns or questions they may have.

  • Identify opportunities for upselling or cross-selling additional products/services based on clients' evolving needs and business objectives.

  • Track key account metrics.

  • Prepare and deliver status reports.

  • Collaborate with the account management team to develop and implement personalized client success plans, aligning with their goals and driving long-term customer retention.

  • Provide proactive follow-up care, ensuring clients receive ongoing support and assistance beyond the initial onboarding phase.

  • Act as a liaison between clients and internal teams, facilitating effective communication, problem-solving, and conflict resolution.

  • Maintain accurate client records and documentation, including contact information, project details, and service history, using CRM software or other relevant tools.

  • Properly manage client expectations and exceed them all!

  • Understand and work within established policies and protocols.

​

​

​

​

 You'll bring the following attributes to our table:

​

  • Proven experience in customer service, account management, or client-facing roles, preferably in a B2B environment.

  • Excellent interpersonal and communication skills, with the ability to build rapport, listen actively, and provide clear and concise information.

  • Strong attention to detail, organizational skills, and the ability to manage multiple client accounts simultaneously.

  • Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

  • You must be able to multi-task and juggle multiple accounts while maintaining attention to detail.

  • Exceptional problem-solving skills, with the ability to think creatively and find effective solutions.

  • Strong verbal and written communication skills.

  • Proficiency in using CRM software, project management tools, or other relevant systems to track client interactions, manage tasks, and maintain accurate records.

  • Strong customer-centric mindset with a focus on delivering exceptional service and ensuring client satisfaction.

  • Multilingual a plus, but not required.

​

​

​

​

  • Helpful heart and "can-do" attitude.

  • Excellent customer service and relationship-building skills to provide personalized and attentive care to clients.

  • Strong organizational and time management skills to ensure all deadlines and timelines are met.

  • Effective communication skills, both verbal and written, to convey information clearly and professionally.

  • Problem-solving and critical-thinking abilities to address client concerns and find appropriate resolutions.

  • Adaptability and resilience to handle challenging situations and evolving client needs.

  • Familiarity with CRM software and project management tools.

  • Organization and attention to detail.

Responsibilities...

Requirements...

Skills & Proficiencies...

bottom of page