Day to day account manager for strategic Concord clients including client's lenders, distributors, dealers and others on ESP servicing platform.
- Act as a liaison between strategic clients, lenders, distributors, dealers and other and Concord's internal client operations teams
- Responsible for transitioning new clients from the onboarding phase to Account Management
- Responsible for escalating to proper Concord functional group with sufficient documentation and reason
- Responsible for training existing clients specifically to move client to self-servicing tools
- Responsible for managing and executing the Annual Billing process for each assigned HOA related client
- Manage multiple clients and assigned projects start to finish
- Establish a communication cadence with top revenue clients on a biweekly, monthly frequency and work with VP Client Success and Account Executive on delivery of data
- Ability to meet deadlines set by a client, AE or C level executive team
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