Description

Job Title: Customer Success Specialist

If you’re a people-first problem solver who thrives on creating exceptional customer experiences, managing client relationships, and delivering solutions with care and precision — this is the place for you! Whether you’re supporting customers through email/chat, onboarding clients, or managing long-term success, we want to hear from you.

What You’ll Do (Depending on Client Needs):

• Handle incoming support requests via email, chat, or phone, ensuring timely resolution
• Maintain high customer satisfaction by delivering excellent service and proactive solutions
• Manage client accounts, ensuring retention and growth
• Onboard new customers and guide them through product setup and usage
• Monitor and report customer metrics (NPS, churn, CSAT, etc.)
• Collaborate with sales and product teams to relay customer feedback and improvements
• Document processes and FAQs for internal knowledge base
• Upsell or renew client contracts as needed (for Account Management roles)

• 2+ years in customer service, account management, or client success roles
• Excellent communication skills (verbal and written)
• Empathetic, solution-focused, and detail-oriented approach
• Tech-savvy with strong multitasking abilities
• Proven ability to build rapport and trust with clients or customers
• Strong organizational skills with a proactive mindset
• Previous experience with remote tools and CRM platforms

Tools You Might Use (Depending on Client Needs):

• CRM: HubSpot, Salesforce, Zoho, Monday.com, Pipedrive, or similar
• Helpdesk: Zendesk, Gorgias, Freshdesk, Intercom, HelpScout
• Messaging & Support: Slack, Zoom, Loom, Gmail, Google Meet
• Collaboration & Docs: Google Workspace, ClickUp, Notion, Trello
• Survey & Customer Feedback: Typeform, SurveyMonkey, Google Forms

Time Commitment & Schedule:

• Full-Time or Part-Time (depending on client)
• Schedule: U.S. Business Hours (Exact schedule TBD per client)

• Competitive pay above market rates
• Permanent work-from-home opportunities
• Paid Holidays and PTO
• Part-time or Full-time positions tailored to your availability
• Performance, Tenure, and Health & Wellness bonuses
• Opportunities for professional development within the Assistantly community
• Be part of a vibrant and supportive community of Unicorns

Before you Apply: Here is an interview Q and A for you: Click here

NOTE: Here is why some companies may not hire you.

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