Client Relationship Manager And Research Associate
San Diego, California, United States
- Effectively oversaw a diverse client portfolio comprising 150+ companies and 280+ contacts, encompassing a real estate portfolio valued at over $2 billion. - Led new client onboarding meetings and organized monthly product training sessions tailored to specific business needs, enhancing product adoption rates and aligning with client objections while maximizing utilization of all product features. - Collaborated with various sales teams to successfully introduce, promote, and integrate supplementary products resulting in an additional revenue and ensuring client’s needs were satisfied. - Served as liaison between clients and internal stakeholders, effectively channeling customer feedback to inform and enhance product design, resulting in a more user-friendly product. - Generated specified data reports to highlight key performance indicators and metrics to suit client needs and help make informed based decisions.- Delivered comprehensive market analytics and showcased top sales and lease deals to clients during quarterly advisory board meetings, ensuring an accurate portrayal of the market's current state and highlighting key market trends. - Cultivated long standing client relationships through the consistent delivery of exceptional service, attentive addressing of needs, and the establishment of trust, leading to mutually beneficial success and a Net Promoter Score of 98+.