Jobs

We are CREtelligent.

What happens when you combine comprehensive property data sources, predictive analytics, cutting edge commercial real estate technology and a talented team ready to disrupt a multi-trillion-dollar industry? Put simply, you get CREtelligent.

We are innovators.

With a wide range of innovative end-to-end solutions, we are revolutionizing commercial real estate (CRE) due diligence to the financial, commercial real estate, and banking industries. Our PropTech solutions and services enable our clients to improve pull-through rates, collapse transaction cycle time, mitigate risk, and improve their customers experience during the commercial loan process.

Who Were Looking For

Our growing team is looking for a skilled customer-focused professional to add to our Client Success Team. As a Client Success Manager (CSM), you are a key point of contact responsible for creating a memorable experience for our customers.

How Youll Make An Impact

As part of our Client Success Team, youll have responsibility in three key areas: client success strategy and customer satisfaction, client project management and client product delivery.

Client Success Strategy and Customer Satisfaction:

• Develop and foster organizational growth and success by being a CREtelligent product advisor, educating clients about our product and service offerings
• Serve as front line resource for new and existing clients in answering questions, advising of offerings, understanding needs, taking client orders and ensuring full client satisfaction
• Work directly with clients to understand and effectively manage their project scope needs and expectations.
• Collaborate with internal teams and teammates to effectively manage client orders
• Act as a liaison between the client(s) and internal teams, such as Development, Production, and Environmental Consulting, for support or actions that require collaboration
• Partner with sales to maximize revenue opportunity and the client experience
• Field incoming client calls and emails, responding promptly to take client orders, respond to inquiries, questions, or concerns
• Build and maintain lasting consultative relationships with new and existing customers, building client trust and rapport, ultimately creating a positive and impactful client experience through consistent and detailed communication and responsiveness
• Determine the root cause of customer concerns using problem-solving skills and partnering with internal team to recommend effective solutions
• Use investigative and analytical skills to identify and resolve client concerns, issues, and/or requests in a timely and professional manner

Client Project Management:

• Create, process, and follow up on client proposals and order requests
• Manage client projects through their lifecycle, ensuring the client is updated on any developments, and/or changes
• Educate client on recommendations for Elevated risk reports and partner with Environmental Consulting team for technical explanation of report findings when necessary
• Manage open proposal and project follow-ups
• Work as a client liaison between other CREtelligent teams and serve as an internal advocate for the production team
• Maintain contracts and detailed record of client interactions, queries, and/or feedback in our CRM, Zoho

Client Product Delivery

• Manage order specific documentation necessary to successfully fulfill an order
• Assist Production team with order needs
• Assist Field Operations team to gather specific order needs
• Provide client feedback to Production and Development teams

Qualifications

• 3+ years experience in client services and/or account management roles
• Experience with commercial real estate or environmental due diligence
• Located on West Coast and/or willing to work West Coast (PST) hours
• Highly computer literate and proficient in Microsoft Suite
• Strong organizational skills
• Highly detail-oriented
• Excellent communication skills both oral and written
• Comfortable working independently
• Exceptional customer service skills
• Thrives in a fast-paced environment
• Adept problem solver
• Deadline driven
• Multitasker who can quickly adjust priorities

Benefits

At CREtelligent, we believe that working hard and working fast doesnt have to come at the expense of a healthy work-life balance. One of the greatest benefits of working at CREtelligent is that you will find yourself surrounded by incredible and intelligent people with a shared mission. On top of it all, we deliver the benefits youd expect and beyond including:

HEALTH AND WELLNESS

Whats important to you and your family is important to us.

• We offer comprehensive extended health care coverage - medical, dental, vision, life insurance, disability insurance, medical transportation plan, critical illness insurance, pet insurance, and more
• 401k and Roth Retirement Plans
• Weekly all employee Yoga conducted by Zoom so you can be home in your PJs and socks to join!
• All employees have unlimited access to a full gym right on site.
• Wellness, wellness, wellness is a major mantra Be the best version of YOU and we will pay you to take care of your health You are OUR priority

FUN

Off-site adventures, ping-pong, unique traditions, monthly birthday celebrations, Lunch and Learns, and a relaxed office environment. Show up and be your wonderful self.

FLEXIBILITY

Having the ability to adjust your work schedule to meet both the needs of your team and those of your personal life is just as important to us as it is to you. This means some days youll work from the office and some days youll work from home. Youre a professional and well treat you like one.

PAID TIME OFF

You will be part of our paid time off (PTO) program giving you up to 12 paid days off during your first full year of employment. You will also enjoy additional time off during our 12 recognized paid company holidays. Very simply put we work hard and play hard so enjoy time off!

COMMUNITY OUTREACH VOLUNTEER TIME OFF

We provide all full-time employees with a half day of paid volunteer time volunteering and supporting our local communities is that important that we put our money with our mouth is to support you in making a difference.

OFFICE FUEL

Were an environment that cares about your well-being we provide healthy (and fun) snacks, drinks, coffee, and the doughnut or two to sweeten things up.

COMMUNICATION AND PROFESSIONAL DEVELOPMENT

• To stay connected we hold weekly all team huddles and quarterly all hands meetings to celebrate milestones, share updates, and welcome new hires.
• Our managers hold regular employee one on one sessions to support your goal achievement and personal development
• Educate, Share, Learn sessions your growth and development is our growth and development

Qualifications

• 3+ years experience in client services and/or account management roles
• Experience with commercial real estate
• Located on Central Coast and availability to work Central Coast (CST) hours
• Highly computer literate and proficient in Microsoft Suite
• Strong organizational skills
• Highly detail-oriented
• Excellent communication skills both oral and written
• Comfortable working independently
• Exceptional customer service skills
• Thrives in a fast-paced environment
• Adept problem solver
• Deadline driven
• Multitasker who can quickly adjust priorities
• 1+ years experience with environmental due diligence through customer service, underwriting or other role involved in the process

Benefits:

At CREtelligent, we believe that working hard and working fast doesnt have to come at the expense of a healthy work-life balance. One of the greatest benefits of working at CREtelligent is that you will find yourself surrounded by incredible and intelligent people with a shared mission. On top of it all, we deliver the benefits youd expect and beyond including:

HEALTH AND WELLNESS

Whats important to you and your family is important to us.

• We offer comprehensive extended health care coverage - medical, dental, vision, life insurance, disability insurance, medical transportation plan, critical illness insurance, pet insurance, and more
• All employees have unlimited access to a full gym right on site.
• 401k and Roth Retirement Plans
• Weekly virtual yoga sessions
• Preventative healthcare incentives

PAID TIME OFF

You will be part of our paid time off (PTO) program giving you up to 12 paid days off during your first full year of employment. You will also enjoy additional time off during our 11 recognized paid company holidays. Very simply put we work hard and play hard so enjoy time off!

FUN

Off-site adventures, ping-pong, unique traditions, monthly birthday celebrations, Lunch and Learns, and a relaxed office environment. Show up and be your wonderful self.

COMMUNITY OUTREACH VOLUNTEER TIME OFF

We provide all full-time employees with a half day of paid volunteer time volunteering and supporting our local communities is that important that we put our money with our mouth is to support you in making a difference.

OFFICE FUEL

Were an environment that cares about your well-being we provide healthy (and fun) snacks, drinks, coffee, and the doughnut or two to sweeten things up.

COMMUNICATION AND PROFESSIONAL DEVELOPMENT

• To stay connected, we hold brief all team stand up meetings twice a week to keep the communication and cross team support strong. We further hold quarterly all hands meetings to celebrate milestones, share business updates, and welcome new hires.
• Our managers hold regular employee one on one sessions to support your goal achievement and personal development.