Client Development Specialist

Job Qualifications

To perform the job successfully, an individual should demonstrate the following competencies:

• Customer Service - Responds promptly to customer needs; Responds to requests for service and assistance; Follows through to ensure all projects are complete and customers are satisfied.
• Oral Communication - Carefully listens to completely understand a customers concerns; Responds well to questions; able to effectively communicate using phone, email, and text.
• Written Communication - Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.
• Judgment - Exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in the decision-making process.
• Planning/Organizing Independently prioritizes and plans work activities; uses time efficiently; sets goals and objectives; develops realistic action plans.
• Professionalism - Approaches others in a tactful manner; reacts well under pressure; follows through on
• Adaptability Manages competing demands, able to handle multiple projects
• Ethics Treats people with respect, keeps commitments, inspires the trust of others, works with integrity and ethics, and upholds organizational values.
• Attitude - Positive, upbeat person who is able to multi-task in a fast-paced, professional position
• Strong Interpersonal Skills: Able to work independently as well as collaborating with other
• Must have a valid drivers license

Job Description

• The Client Development Specialist (CDS) will play a crucial role in managing the onboarding and offboarding of property owners, ensuring a smooth transition for new and departing This role involves close collaboration with the company's owners and the managing partner to enhance client satisfaction, streamline operations, and support the overall management of the properties under i360 Property Management.
• The Client Development Specialist (CDS) should be detail oriented with excellent customer service skills and a working knowledge of general accounting practices. They will be responsible for owner relations, while providing support to the Manager and Managing Partner.
• The Client Development Specialist (CDS) must be discreet and recognize that their role requires confidentiality and should not be disclosed or discussed with people inside or outside the organization without prior authorization or approval.
• The Client Development Specialist (CDS) must be team-oriented, as they provide insight, support, and share information with most of the teams within the organization.
• The Client Development Specialist (CDS) must be able to read and interpret owners statement to help always keep owners at rest.
• The Client Development Specialist (CDS) must be able to educate owners and customers about rent management and what the company offers.
• The Client Development Specialist (CDS) must be able to market the company to potential owners and customers

Key Responsibilities

Onboarding and Offboarding Owners:

• Collaborate with the property management team to onboard new property
• Facilitate the offboarding process, including account closure and transition management, ensuring a smooth settlement or transfer of management.
• Maintain comprehensive records of all owners.

Owner Support and Communication:

• Act as a liaison between property owners and various departments, directing inquiries to the appropriate
• Conduct meetings with owners to review statements and address any
• Reach out to owners annually during contract renewals to gather feedback and set strategic plans for the upcoming
• Provide adequate communications to owners by answering all questions they might have making sure owners are satisfied.

Contract Renewal Management:

• Monitor contract expiration dates and coordinate with leasing agents to ensure timely
• Facilitate the renewal process, ensuring that all contracts are up-to-date and properly

Client Relations:

• Set up and conduct monthly meetings with owners of larger portfolios to ensure client satisfaction and address any required changes to improve retention.
• Communicate feedback from owners regarding employee performance and overall customer satisfaction to the managing partner.

Special Projects and Strategic Support:

• Work directly with the managing partner on special projects and annual operating activities, such as end-of-year
• Provide direct support to the managing partner as needed, assisting with various administrative and operational

Interpret Owner Statement

• Accurately read and explain owners statements to ensure transparency and maintain owner confidence and peace of mind.

Client & Customer Education: Effectively educate property owners and tenants on rent management processes, company services, and policies to build trust and promote understanding.

Other Duties as assigned