Professional – Client Delivery – Mortgage Clients
| Company | Corelogic |
|---|---|
| Location | Irvine, CA, USA, Dallas, TX, USA, San Diego, CA, USA |
| Salary | $70300 – $94640 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelor’s Degree strongly preferred or equivalent work experience.
- Position requires a minimum of 3-5 years of client delivery, project management or other relevant experience in a SaaS company.
- Understanding of SaaS products and implementation processes.
- Solid project management skills; proven ability to manage multiple projects and clients simultaneously.
- Excellent communication and interpersonal skills; experienced managing client relationships.
- Problem-solving mindset with a focus on customer satisfaction.
- Considers the business implications of the application of technology to the current business environment.
- Proficient with Microsoft Word, Excel, and PPT.
- Experience with XML (Mismo, Connectivity) is required.
Responsibilities
- Lead the onboarding process for new clients, ensuring a smooth transition and setup of our SaaS products.
- Oversee the implementation of SaaS solutions, implement project plans, maintain projects in ClickUp (project management tool), and ensure the project meets timelines and deliverables.
- Coordinate and/or facilitate formal customer discovery, technical and onboarding calls and resolve issues to ensure project timelines are met.
- Main contact to the customer’s project team throughout to answer questions, facilitate customer requests, troubleshoot issues.
- Create and/or maintain client level documentation (i.e. project plan, handoff documents and SharePoint).
- Work with clients to understand APIs, workflows, and configurations.
- Manage production release with customer (may require after hours coordination).
- Ensure customer target go live dates are met, raise concerns and define go to green plan.
- Provide regular reports to senior management.
- Serve as the primary point of contact for clients, providing regular updates, addressing concerns, and ensuring their needs are met.
- Proactively identify and resolve any issues or challenges that may arise during the delivery process.
- Gather client feedback and work with the product development team to drive continuous improvement of our SaaS offerings.
- Coordinate enhancements and custom client requests, resolve issues to ensure project timelines are met.
Preferred Qualifications
- Some knowledge of API Integrations, JSON, SQL, and Database principles is desired.
- Proficiency in project management tools and software, experienced with ClickUp a plus.
- Mortgage industry experience a strong plus.
- PMP certification desired.