Client Success Associate

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

📋 Description

• Act as the primary liaison for clients throughout their customer journey.

• Address client inquiries, requests, and concerns in a prompt and professional manner.

• Conduct outbound calls and follow up with clients regarding appointments, project statuses, documentation, and subsequent steps.

• Ensure accurate and timely record-keeping in company systems and CRM platforms.

• Facilitate communication among clients, sales, production, scheduling, and other internal teams.

• Anticipate client needs and follow up proactively to avoid communication gaps or delays.

• Assist in resolving routine client issues and appropriately escalate complex problems.

• Set clear expectations and deliver precise information about company processes and services.

• Uphold confidentiality and manage client information with care.

• Adhere to company protocols, communication standards, and quality expectations.

• Contribute to a positive client experience and enhance long-term customer relationships.

⛳️ Requirements

• Over 1 year of experience in customer service, client success, account coordination, inside sales, or a similar role.

• Exceptional verbal and written communication skills.

• Strong organizational skills and effective time management abilities.

• Comfortable communicating with clients via phone, email, and text.

• Excellent attention to detail and diligent documentation practices.

• Capable of managing multiple clients, priorities, and deadlines independently.

• Professional, reliable, and solution-oriented approach.

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

• Access to reliable high-speed internet and a professional, distraction-free remote workspace.

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

• Preferred: Experience in a remote customer-facing role.

• Preferred: Familiarity with CRM systems and customer communication platforms.

🏝️ Benefits

• Fully remote work environment.

• Competitive compensation.

• Medical, dental, and vision insurance.

• 401(k) with company match.

• Paid time off and paid holidays.

• Company-paid or supplemental life/disability coverage.

• Home office or internet support, if applicable.

• Supportive team environment with structured onboarding.

• Opportunities for professional growth as the company continues to expand.