Senior Client Services Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee Comprehensive Portfolio Migrations: Direct the entire migration process for multi-property portfolios, ensuring adherence to timelines, deliverables, and client expectations.

• Main Client Contact: Act as the primary liaison for clients throughout the migration process, facilitating communication, resolving issues, and ensuring a high level of client satisfaction.

• Interdepartmental Collaboration: Collaborate with internal teams (Operations, Marketing, Treasury, IT, Legal, Training, etc.) to align on requirements, eliminate obstacles, and maintain visibility among all stakeholders.

• Tactical Planning: Establish migration timelines, identify dependencies, and modify strategies as necessary to facilitate a seamless transition.

• Process Enhancement: Suggest and implement improvements to migration processes, tools, and templates to enhance efficiency and consistency across projects.

• Mentorship & Guidance: Act as a resource and escalation point for Client Services Specialists (CSSs) involved in specific tasks during a portfolio migration.

• Documentation & Reporting: Ensure accurate maintenance of migration trackers, status updates, and client-facing deliverables, keeping them current for visibility.

• Challenge Resolution: Proactively identify and address potential issues before they escalate, coordinating with relevant departments for effective resolution.

• Portfolio Specifics: Comprehend and manage unique portfolio requirements (e.g., client-specific Yardi instances, banking arrangements, MSAs, and third-party integrations).

⛳️ Requirements

• Bachelor’s degree or equivalent experience is required.

• 4–6 years of experience in client services, property management, or transitions.

• Preferred experience in leading large-scale, multi-property projects.

• Proven track record in client services, property transitions, or portfolio migrations, preferably within the multifamily or real estate sector.

• Strong leadership abilities with the capability to guide cross-functional teams without direct authority.

• Exceptional organizational skills, enabling the management of multiple properties and deadlines concurrently.

• Advanced problem-solving abilities with a proactive approach to identifying and addressing challenges.

• Excellent communication and interpersonal skills, capable of establishing trust with both clients and internal teams.

• Proficient in Microsoft Office Suite, SharePoint, Yardi, and CRM platforms.

• Ability to work both independently and as part of a team in a fast-paced environment.

🏝️ Benefits

• Health insurance

• 401(k) matching

• Flexible work hours

• Professional development opportunities