Client Success Advocate Location Mason, OH : About Inhabit Inhabit is a software company serving the residential and vacation property management industries. It delivers best-in-class software solutions while fostering industry-leading innovation and collaboration. Powered by its diverse team of business leaders and industry experts, the company focuses on providing property management professionals more choice through its software ecosystems. Inhabit believes that property managers are central to the success of the residential and vacation housing markets and delivers products built to empower them, their investors, and communities. Inhabit's private equity partners include Goldman Sachs Asset Management, Insight Partners, Greater Sum Ventures and PSG. These are committed to helping support the company's commitment to property management software solutions. To learn more, visit Inhabit.com.
About ePremium Insurance ePremium Insurance, one of Cincinnati's Top Workplaces, is expanding our Account Management Department. Our best of breed software application and leading-edge insurance products designed for the Multi-family industry have us poised for exponential growth. We are looking for motivated individuals to help support this growing client base as a Client Success Advocate.
Summary We are looking for a Client Success Advocate that supports the account management teams. The Client Success Advocate will be a contact point with all departments to ensure clients are supported and their needs are met. You will ensure that communication with existing clients is met, and their needs are supported. Conduct client training with new and existing clients.
What You'll Do (Functions & Responsibilities) Update and maintain customer data in CRM Email correspondence Monthly and custom report generation CRM maintenance Participate/Lead Client Training sessions Support Sales and Account Management Teams Corporate contact for Client base Work across all Departments to support Client needs Assist in onboarding new Clients Maintain monthly contact with existing Client base Outbound Client calls to drive product adoption What We're Looking For (Minimum qualifications) 1+ years of customer service experience Basic Excel functionality Ability to multi-task in fast paced environment Problem solving skills Root cause analysis Flexibility to transition from one task to another Business and organizational skills Time management Verbal and written communication Strong phone etiquette Education Requirements High school degree or equivalent, some advanced study preferred Type Salaried, Exempt, Full-Time Location Mason, Ohio (Hybrid) Benefits Include Competitive Pay Health Insurance: Medical, Dental, Vision and Prescription Plans Health Savings Accounts Flexible Spending Account Dependent Flexible Spending Account Critical Illness Accident Retirement Savings Plan (401K) with discretionary company match Short and Long Term Disability Company Paid $25,000.00 life insurance Supplemental Life and AD&D Insurance Employee Assistance Program Paid Holidays Paid Vacation Paid Volunteer Time Inhabit Employee Discount Programs Our Company is an Equal Opportunity Employer and complies with all federal, state, and local laws, including providing reasonable accommodations to applicants.
