Sr. Professional – Client Delivery
| Company | Corelogic |
|---|---|
| Location | Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s Degree strongly preferred or equivalent work experience
- Minimum of 8 years of client delivery and/or project management experience in a SaaS company
- Strong understanding of SaaS products and implementation processes
- Excellent project management skills; proven ability to manage multiple projects and clients simultaneously
- Proficiency in project management tools and software, experienced with ClickUp a plus
- 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, PPT, and Visio
Responsibilities
- Lead the onboarding process for new clients, ensuring a smooth transition and setup of our SaaS products
- Oversee the implementation of SaaS solutions, coordinating with internal teams to meet project timelines and deliverables
- 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
- Maintain projects in ClickUp, project management tool, to ensure records of client interactions and project progress, and provide regular reports to senior management
- Coordinate and/or facilitate formal customer discovery, technical and onboarding calls and resolve issues to ensure project timelines are met
- Implement project plan and modify as needed during course of implementation project
- Schedule, create agenda and lead client meetings
- 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
- Manage and update ClickUp status providing accurate project status for tracking and reporting
Preferred Qualifications
- PMP certification desired
- Mortgage industry experience a strong plus