Client Success Associate
Client Success Associate
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
This is a remote position.
- Provide general administrative support to ensure the smooth execution of daily operations for the Client Success team including managing communications tracking tasks and handling logistical needs.
- Coordinate the scheduling and monitor the completion of Strategic Reviews ensuring the team stays on track with preparation and clients are confirmed to attend.
- Assist with follow up on action items resulting from client meetings to ensure timely completion.
- Assist with escalations by coordinating with internal teams and Client Success team members to resolve issues quickly while maintaining clear proactive communication throughout the process.
- Prepare monthly reports for clients review to identify trends anomalies or areas needing attention and send reports to clients.
- Create simple quotes for computers printers UPS s etc for the Client Success team in response to client requests
- Track warranty and service contract expirations. Collaborate with team members to validate renewals are needed and proactively send renewal quotes to clients
- Contribute to knowledgebase article creation and documentation updates
- Conduct research and compile background information to support informed decision-making during client-impacting events helping the team respond effectively and professionally.
- Stay informed on our technology solutions and service offerings to better support the Client Success team
- Fill in as needed to support team members.
- Perform other duties as assigned
- 2 years in a client-facing support administrative or operations role (experience in MSP environments strongly preferred)
- Strong organizational and time management skills with the ability to manage multiple priorities and follow through on tasks with minimal supervision
- Excellent verbal and written communication skills with the ability to professionally interact with clients and other team members
- Proficiency in calendar and scheduling tools such as Outlook and scheduling platforms like Calendly or MS Teams.
- Detail-oriented with a strong sense of ownership and follow-through
- Comfortable creating simple quotes and understanding basic service agreements or technology offerings
- Prior exposure to account management customer success or project coordination is a plus
- Familiarity with client documentation knowledge base systems and quoting platforms preferred
- Tech savvy team-oriented and adaptable willing to step in and help where needed.
- Should be willing to accept a long-term work-from-home arrangement.
- Should be amenable to a permanent night shift schedule.
Employment Type
Full Time
