Sr Leader, Client Success

At CoreLogic, we are driven by a single mission-to make the property industry faster, smarter, and more people-centric. CoreLogic is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.

CoreLogic is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At CoreLogic, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.

Job Description:

Leads the Client Success function for our Top Partner mortgage accounts. This role is aligned with a significant account retention revenue goal that supports critical mortgage segment business goals. Along with responsibility for strategic-level account management for all key clients, this people leadership position will have oversight and lead a team of Client Success Managers that are responsible for proactively fostering retention, driving adoption, and influencing growth for our largest mortgage segment accounts.

• Responsible for full client success functions for client segment, which includes account strategy sessions with sales counterparts and senior level management, preparation of detailed client overviews and presentation to C-Level executives.
• Responsible for managing the day-to-day activities for a team of client success managers. This role is expected to monitor, report and act on revenue levels, service, and retention issues within their assigned client book of business. Supervisory responsibilities include training, performance management, disciplinary actions, recruitment and selection and management of day to day activities of assigned staff.
• Coaching team to proactively identify potential issues with the account and to seek quick resolution, inclusive of problem solving, and communication to all parties. This position is also responsible for stepping in when their team needs support with removing roadblocks or critical items. This includes fostering relationship and working closely with product, finance and operational executives and senior leadership to address and rectify.
• Responsible for revenue retention from assigned accounts through in-depth knowledge of clients' business model, technology platform, products and services utilized, contractual agreements, fee structure, key business contacts and volume/revenue statistics that include implementation, confirmed billing, communication of training activities, and overall client experience.
• Responsible for negotiating renewal contracts, client conversion/migration strategies. Ensures compliance issues are met and disclosed to the client. Involves in managing client integrations, conversions to new solutions, (platforms, or products) and client project management.
• Proactively meets customer needs by driving client adoption/utilization, retention, expansion of relationship and advocacy; including supervision and guidance of team to support operational and product teams with adoption of best practices, technology efficiencies or risks.
• Understands how to involve product expertise and/or navigation of business lines to provide high level service to the client.
• Work with Client Success leadership team, and other internal teams, to ensure processes are defined and optimized to support team activities and responsibilities.
• Make client visits to build relationships and interface with the clients and discuss business strategy.
• Provides voice of customer feedback that will inform product strategy and influence prioritization.
• Oversight of primary pre- and post- sales project management, including onboarding activities for CoreLogic clients.
• Design and management of client care and sales referral campaigns conducted by staff.
• Manages pricing proposals with pricing desk based on client request.

Job Qualifications:

• B.S. Degree in Business Management, Communications, Marketing or Finance. Advanced Degree preferred.
• Min of 12+ years of strong mortgage or insurance industry, and customer service experience preferred.
• Solid understanding of mortgage and insurance products/markets.
• Client-service orientation focused on retaining and growing existing client relationships.
• Excellent analytical, presentation and interpersonal skills, strong executive presence.
• Must feel comfortable operating independently and within a group as the situation requires.
• Proven and demonstrated success operating in a matrix environment.
• Highly developed problem-solving abilities and sound decision making.
• Strategic thinking and planning skills with ability to execute on key initiatives; organizational changes, process improvements, best practices.
• A high level of executive presence, ability to influence others at various levels of leadership and drive positive outcomes for CoreLogic and CoreLogic clients.
• Must be very detail-oriented, show ability to multi-task and strong sense of urgency.
• Comfortable working as a change agent in a dynamic and flexible environment.
• Extensive experience with database management, design, complex queries, etc.

CoreLogic's Diversity Commitment:

CoreLogic is fully committed to employing a diverse workforce and creating an inclusive work environment that embraces everyone's unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences.

CoreLogic benefits information can be found here: http://www.yourcorebenefits.com/. Qualifications, locations and experience of the individual ultimately selected for the position may impact the final actual offered compensation, which may vary from any posted range.

EOE AA M/F/Veteran/Disability:

CoreLogic is an Equal Opportunity/Affirmative Action employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. CoreLogic maintains a Drug-Free Workplace.

Please apply on our website for consideration.

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