Client Success Manager Description

For over 15 years, Restoration Brokers of America (RBA) has helped restoration owners sell their businesses – with straightforward advice, confidential consultations and proven success strategies

RBA is looking for a front facing, customer service focused, positive team-player, with an independent work style to be an integral part of the RBA team.

We want our sellers (clients) to successfully sell their business while feeling totally supported by RBA. Brokering a business sale can be a complicated process and we want to make it as easy as possible for our clients This role performs a variety of administrative, business processes and customer service support functions to clients successfully sell their business.

The duties of this position include providing support and assistance to the Client Advisors – who manage the overall client relationship, and coordinating aspects of the business transaction, from the initial contact with the client (seller) and customer (buyer) to the post-closing activities.

The ideal candidate should have excellent oral and written communication skills and be able to organize their work using tools, including MS Excel, MS PowerPoint, Canva, Adobe Acrobat, and to work with a variety of online software tools such as CRM.

The candidate should be detail-oriented, creative, able to take initiative and excel in multi-tasking.

Client Success Manager Job Description

Maintain confidentiality with sensitive client/prospect information
Assist the advisors during the transaction process from initial meetings to post-close activities
Work with the advisors to understand and manage the process of working with buyers, sellers and 3^rd parties during an engagement including, but not limited to, buyer screening, due diligence, closing documents and other tasks critical to deals getting closed. There may be times when assistance with other advisors’ requests may be needed.
Follow up with Sellers to move forward, any questions
Complete closing check list – and ensure that docs are taken care of
Maintain regular communication with the advisors on deal activities on daily/weekly basis
Participate in Seller, Buyer or 3^rd party meetings as needed during the deal timelines
Gather financial information, preparing documents & reports, scheduling appointments, and communicating with all parties involved in the transaction
Seek efficiencies in process to improve transaction timelines and experience for deal participants
Update CRM files related to buyers and sellers
Coordinate with the Marketing Director as needed for transactions
Assist in the preparation of regularly scheduled reports as developed
Perform research for projects for the office as needed
Edit and create PowerPoints for new engagements o updates as needed
Work on short, medium, and long-term projects for the office related to transactions

Work categories and anticipated percentage of time

Administration and documentation – 60%

Client calls – proactively and reactively – 25%

Working with advisor – 15%

Success of this role will be determined by:

Turn-around time for docs for valuation
How quickly we answer buyer inquiries
Due diligence – 45 days window after initial docs request filled
Turn around for docs request from seller
Complete closing check list

Client Success Manager Skills and Qualifications:

Must be comfortable working independently in a remote setting
Proven experience as a business process or project manager in professional, client facing environment.
Experience with working in a CRM system
Proficiency in MS Office (MS Excel, MS PowerPoint, MS Word, etc.), Adobe Acrobat, Canva and other
Excellent time management skills and the ability to prioritize work
Attention to detail and problem solving skills
Excellent written and verbal communication skills
Strong organizational skills with the ability to multi-task

Schedule: Regular Hours are 9:00am-6:00pm with a one-hour lunch break. Initial training will be virtually

for 30-45 days with 3-5 days in person. Periodic travel will be required.

Reports to the Director of Marketing

Compensation: Base Salary $40,000 - $60,000, commensurate with experience.

Bonuses will be based on team performance.

Restoration Brokers of America

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Client Success Manager Job Description