Client Success Consultant

Client Success Consultant at Healthy Living Houston, Texas, United States - Full Time Position Overview We are seeking a motivated, customer service-driven professional to serve as the primary point of contact for a portfolio of residential property tax clients. This role is primarily phone and email based, focused on delivering exceptional client service, maintaining accurate account information, and ensuring clients are supported throughout the property tax appeal process. Key Responsibilities Serve as the primary point of contact for property tax clients via phone and email. Make proactive outbound calls to provide updates, gather information, and ensure satisfaction. Respond to inbound client inquiries promptly, professionally, and empathetically. Maintain consistent client communication through routine account touches and updates on hearing progress. Encourage client referrals, testimonials, and favorable Google reviews. Manage a portfolio of client accounts, ensuring all necessary documents are collected and maintained. Add and onboard new accounts into existing portfolios. Maintain accurate and confidential client records in CRM and account management systems. Provide clients with timely updates on hearing status, account activity, and next steps. Handle and resolve client service inquiries, concerns, or escalations promptly. Educate clients on property tax services, the appeal process, and available resources. Support retention efforts by delivering consistent, high-quality service touchpoints throughout the client lifecycle. Coordinate with the agent team to support smooth client onboarding and account transitions. Communicate client feedback and trends to leadership. Assist with other duties and strategic initiatives as assigned. Requirements Proven experience in client relationship management, account management, or consulting with high-value clients. Strong interpersonal skills with ability to establish trust and rapport quickly. Excellent organizational skills and attention to detail. Strong communication skills, both written and verbal, including client-facing presentations or consultations. Ability to travel as needed, including out-of-state. Background in property tax consulting, real estate, or financial analysis is a plus (training provided). Preferred Skills (Not Required) Knowledge of property valuation methodologies (income approach, cost approach, etc.). Experience with CRM platforms, client portals, or similar account management tools. Strong problem-solving and conflict resolution abilities. #J-18808-Ljbffr Y-Axis