Client Operations Team Lead
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Key skills for this role
About the Role
Key Responsibilities: * Manage client interactions across phone, email, WhatsApp, and in\-person meetings, ensuring a seamless customer experience * Conduct client meetings and provide updates on account status, payouts, documentation, and post\-sales processes * Coordinate with Sales, Finance, and internal teams to ensure smooth customer transactions and issue resolution * Manage customer records, documentation, and CRM updates with high accuracy * Prepare operational, payo
Key Skills for This Role
Full Job Posting
Key Responsibilities
- Manage client interactions across phone, email, WhatsApp, and in-person meetings, ensuring a seamless customer experience
- Conduct client meetings and provide updates on account status, payouts, documentation, and post-sales processes
- Coordinate with Sales, Finance, and internal teams to ensure smooth customer transactions and issue resolution
- Manage customer records, documentation, and CRM updates with high accuracy
- Prepare operational, payout, and management reports using Excel and reporting tools
- Ensure timely communication and coordination of all payout-related activities
- Monitor customer requests and drive prompt resolution while maintaining high service standards
- Lead and improve operational processes to enhance efficiency and customer satisfaction
Requirements
- Minimum 5 years of experience in Client Relations, Customer Operations, Post-Sales, or Customer Service within the real estate industry
- Strong experience in handling client meetings and managing high-value customer relationships
- Advanced proficiency in Microsoft Excel and reporting
- Strong numerical aptitude with excellent attention to detail
- Exceptional communication, presentation, and interpersonal skills
- Professional demeanor with the ability to engage confidently with clients and stakeholders
- Ability to manage multiple priorities in a fast-paced environment
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