Indecomm is looking to hire a Client Solutions Architect. This individual will be responsible for the development of solutions for new opportunities, the growth of client projects, and regular/timely engagement with clients. This role is a support liaison between the sales, operations, technology, and finance teams.
Roles and Responsibilities
Work with the client engagement team and service managers to develop solutions and scope-of-work documents including elements of the project and deliverables. Coordinate pricing and implementation timelines
Maintain templates and consistency of solutions, proposals, and scope of work for all clients
Prepare an initial response to RFPs or proposals for non-RFP-based opportunities
Maintain Zoho with signed scope information and other client data
Respond to, or delegate to appropriate staff, questions and issues on a wide range of topics for the Lender Solutions Group
Maintain client information and documentation in Zoho to ensure a smooth hand-off of relationships to appropriate team members
Manage project and client services evaluations by gathering client feedback and reporting it to service teams
Build and monitor long-range account plans and relationship maps
Contribute to annual planning and quarterly updates for the portfolio of accounts
Provide assistance in due diligence and vendor approval requests. Be accountable for timely follow-up with all the parties in completing tasks within the required timelines
Obtain data from operations teams and prepare PowerPoint presentations for weekly, bi-weekly, monthly client calls and “called” client meetings
Provide research/data on clients and help in mapping out client growth plans
Maintain SharePoint groups relative to the client solutions team
Requirements
Graduate/post-graduate in marketing/sales/operations
Knowledge of the US mortgage industry
5-7 years of experience in a similar role
A go-getter with an exceptional work ethic
Experience working in a fast-paced environment and ability to meet deadlines
A critical thinker who has strong analytical skills
A self-starter who has exceptional time management skills and attention to detail. Must act independently and be self-driven to prioritize and manage projects until successful completion, multi-task, and work within tight deadlines
Excellent written and verbal communication skills and ability to interact with clients
Strong interpersonal and communication skills that can cultivate strong business relationships quickly
Excellent stakeholder management skills
Ability to collaborate effectively at all levels and functions
Strong client-service orientation
Sound business acumen; strategic skills
Excellent Microsoft suite experience
Hello All….!!! Job Opportunity for US IT Recruiters… Position : Senior US IT Recruiter Experience : 8-12 Years Location :...
Apply For This JobEvery day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our...
Apply For This JobPosted on : Dec 27, 2021 Department : Technical Support Type: Work From Office Work Location : Bangalore , Pune...
Apply For This JobIT Executive Responsibilities: Designing and installing computer hardware configurations. Installing software and networking systems. Troubleshooting network and software issues. Installing...
Apply For This JobCreating Peace of Mind by Pioneering Safety and Security At Allegion, we help keep the people you know and love...
Apply For This JobJob Family Descriptor Interact with customers of IT to understand customer requirements, Align IT Tools/ Applications and Support Systems for...
Apply For This Job