Client Portfolio Manager

hace 1 día


San José, San José, Costa Rica Betterwho A tiempo completo

Job Description

We are seeking an experienced Property Management Lead Specialist to join our team at Betterwho. As a key member of our operations department, you will be responsible for the successful onboarding of new clients, managing client relationships, and running quarterly Client Portfolio meetings.

Key Responsibilities:

  • Insure the successful onboarding of new clients
  • Manage client relationships
  • Run Client Portfolio meetings quarterly
  • Be the primary contact for clients in the organization
  • Document all client interactions in Buildium
  • Evaluate verbal, written, or in-person client/tenant interactions that may have legal ramifications and escalate them to Operations Manager
  • Answer client (property owner) questions/concerns regarding their property
  • Investigate and handle client issues that are escalated to you
  • Attend weekly office L10 meetings
  • Initiate demanagement checklist and other checklists in Lead Simple
  • Monitor owner account balances
  • Track owner's landlord Insurance policies
  • Advise owners of lease break requests
  • Issue PMA renewals

Requirements:

  • 3+ years Property Management Experience
  • Ability to learn/use various platforms
  • Experience with Buildium, Property Meld and Lead Simple is a plus
  • Advanced English Level is a must


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