Client Success & Partner Relations Coordinator

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: TYPE OF WORK

Part Time

: SALARY

550

: HOURS PER WEEK

20

: DATE UPDATED

Aug 7, 2026

JOB OVERVIEW

Client Success & Partner Relations Coordinator (Remote | Part-Time)

About the Opportunity

Our client is a growing U.S.-based mortgage brokerage dedicated to delivering exceptional service to both their clients and Realtor partners. They believe in creating a smooth, transparent, and personalized experience throughout the mortgage process while building long-term relationships based on trust, communication, and care.

They are seeking a highly proactive, relationship-driven, and confident Client Success & Partner Relations Assistant who can function as an extension of the business owner by nurturing leads, building relationships, maintaining consistent follow-up, and helping move opportunities through the pipeline.

This role is ideal for someone who naturally enjoys connecting with people, thrives on communication, and has the confidence, professionalism, and sales-minded attitude to build trust with clients and referral partners. While this is not a commissioned sales role, the ideal candidate should possess strong relationship-building skills, excellent communication abilities, and a natural aptitude for helping convert opportunities into long-term business relationships.

Key Responsibilities

Lead Nurturing & Relationship Management

• Conduct proactive follow-up with prospective clients and Realtor partners via phone, text, email, and CRM communications.
• Build genuine relationships while maintaining consistent engagement throughout the customer journey.
• Ensure no lead, referral partner, or opportunity falls through the cracks.
• Re-engage inactive prospects and maintain ongoing communication with warm leads.
• Identify client needs and help guide them toward the appropriate next steps.
• Escalate high-value opportunities and urgent concerns to leadership when necessary.

Realtor Partner Success & Engagement

• Maintain ongoing communication with active, prospective, and past Realtor referral partners.
• Conduct personalized outreach and relationship-building activities.
• Follow up after networking events, educational sessions, and partner meetings.
• Coordinate introductions, appointments, and follow-up conversations.
• Help strengthen referral relationships through consistent communication and exceptional service.

Client Success & Application Coordination

• Monitor applicant progress throughout the mortgage process.
• Follow up on outstanding documentation and application requirements.
• Maintain clear communication regarding next steps and expectations.
• Ensure clients receive timely updates and support throughout the process.

Pipeline & Opportunity Management

• Track and manage opportunities within the CRM.
• Organize and prioritize leads based on activity and engagement levels.
• Maintain accurate records of conversations, follow-ups, and relationship history.
• Help leadership maintain visibility across the sales and referral pipeline.

CRM & Administrative Support

• Maintain accurate records within Go High Level (GHL).
• Update pipeline stages and contact information.
• Track communication history and engagement activities.
• Assist with workflow improvements and follow-up automation where appropriate.

Qualifications

Required Experience

Minimum 2 years of experience in one or more of the following:
• Client Success
• Customer Success
• Sales Support
• Lead Nurturing
• Relationship Management
• Business Development Support
• Real Estate Assistant
• Mortgage Support
• Executive Assistant
• Account Management
• Customer Relationship Management

Required Skills

• Exceptional verbal and written English communication skills.
• Near-native English fluency with clear, confident, and professional pronunciation.
• Strong phone presence and ability to build rapport quickly.
• Naturally engaging, personable, and relationship-oriented.
• Proactive follow-up and persistence without being pushy.
• Strong confidence speaking with professionals, business owners, and referral partners.
• Highly organized with strong attention to detail.
• Excellent listening, communication, and interpersonal skills.
• Ability to manage multiple conversations and priorities simultaneously.
• Self-starter who requires minimal supervision.
• Strong emotional intelligence and relationship-building abilities.

Technical Skills

Intermediate proficiency with:
• Go High Level (GHL) or similar CRM platforms
• Google Workspace (Gmail, Sheets, Docs, Calendar)
• Email communication platforms
• Text messaging systems
• Facebook and ---------- ---------- ssaging
• CRM pipeline management

Preferred Qualifications

• Experience supporting mortgage, lending, real estate, insurance, or financial services businesses.
• Previous experience in lead nurturing, appointment setting, customer retention, or sales support.
• Experience conducting outbound relationship-building outreach.
• CRM management and pipeline coordination experience.
• Experience handling client follow-up and conversion-focused communication.
• Comfortable speaking with prospects and referral partners on the phone.

Mortgage industry experience is a plus, but not required.

Ideal Candidate Profile

The ideal candidate is someone who:
• Has a natural sales aura and relationship-building mindset.
• Is confident, engaging, and comfortable initiating conversations.
• Can build trust quickly and maintain professional relationships.
• Possesses excellent communication and people skills.
• Is proactive rather than reactive.
• Enjoys following up, nurturing relationships, and helping opportunities move forward.
• Functions like a high-level sales assistant while maintaining exceptional client service standards.
• Represents the company professionally in every interaction.

Schedule:
• Part-Time
• Up to 20 hours per week
• Monday to Friday
• 10:00 AM – 2:00 PM EST
• U.S. Business Hours
________________________________________

How to Apply

To apply, please submit:

• Updated Resume
• A 60–90 second self-introduction video sharing your estimating experience and why you are a great fit for this role

Note: Only applications submitted within 48–72 hours of this posting will be considered.

Subject Line: Client Success – [Your Name]

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Client Success & Partner Relations Coordinator

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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