Client Success Associate

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Engage with clients in a professional manner through telephone, email, text, and other approved communication methods.

• Address client inquiries, requests, concerns, and updates in a timely manner.

• Keep precise and up-to-date client records, notes, appointments, and follow-up actions in company systems.

• Organize appointments, inspections, project updates, and other client-oriented activities.

• Actively follow up with clients regarding project progress, next steps, and their expectations.

• Recognize potential client issues early and collaborate with the relevant internal team to address them.

• Ensure clients receive consistent, accurate, and professional communication throughout their journey with Cook Roofing.

• Work together with sales, production, roofing teams, management, and administrative staff.

• Record crucial client interactions and uphold the confidentiality of company and customer information.

• Adhere to established procedures, communication standards, and quality expectations.

• Offer suggestions to enhance client satisfaction, communication, efficiency, and overall service quality.

⛳️ Requirements

• Minimum of 1 year of experience in customer service, client success, account coordination, administrative support, hospitality, sales support, or a related field.

• Exceptional written and verbal communication abilities.

• Strong organizational, time management, and follow-up skills.

• Professional telephone and email communication skills.

• Capability to manage multiple priorities while maintaining attention to detail.

• Proficient in learning and utilizing CRM, scheduling, communication, and other business software.

• Ability to work independently in a remote setting while being highly responsive and accountable.

• Reliable internet connection and a professional, distraction-free home workspace.

• Preferred: Experience in roofing, construction, home improvement, property services, insurance restoration, or a related industry.

• Preferred: Familiarity with CRM or project management software.

• Preferred: Experience in coordinating multiple clients, appointments, or active projects.

• Regular business hours with occasional flexibility required to accommodate client and operational needs.

🏝️ Benefits

• Fully remote work environment.

• Structured onboarding and training program.

• Continuous professional development and coaching opportunities.

• Collaborative support from seasoned team members and leadership.

• Opportunities for career advancement.

• Company-provided systems and tools essential for fulfilling the role.

• Paid time off and company holidays, in accordance with company policy.

• Additional employee benefits may be available based on eligibility and applicable company plans.

• Competitive salary based on experience and qualifications.