Client Success Specialist

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Proven experience in client success, customer support, or account management roles., Exceptional written and verbal communication skills., High proficiency with Slack, Google Workspace, and email management., Detail-oriented and organized, with the ability to manage multiple client relationships..

Key responsibilities:

  • Serve as the primary point of contact for clients via various communication channels.
  • Guide clients through onboarding processes and ensure all necessary information is gathered efficiently.
  • Manage client communications and maintain documentation of client status.
  • Collaborate with internal teams to ensure smooth transitions and aligned expectations.

Winning Assistants LLC logo
Winning Assistants LLC www.winningassistants.com
51 - 200 Employees
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Job description

Work Hours: Between 6 AM to 4 PM Pacific Daylight Time

Work Days: Monday – Friday

Salary: Starting at $5 - $6 per hour



We are seeking a proactive, responsive, and highly communicative Client Success Specialist to ensure exceptional experiences and outcomes for our clients. This role is pivotal to managing client relationships, facilitating smooth onboarding, and driving follow-through across critical client touchpoints—from interviews to deliverables.



Key Responsibilities



Client Communication & Relationship Management

  • Serve as the primary point of contact for clients via Slack, email, phone, and text
  • Maintain a polished, professional tone in all client-facing communications, aligned with the company voice
  • Be readily accessible during business hours for urgent client needs and real-time collaboration



Onboarding & Engagement Coordination

  • Guide clients through onboarding processes and ensure all necessary information is gathered efficiently
  • Conduct debriefing calls/meetings with participants prior to their interviews to ensure clarity, alignment, and preparedness
  • Confirm client interviews and meetings, ensuring all participants are aligned on scheduling and expectations
  • Follow up on pending communications to close loops and maintain momentum
  • Collaborate closely with the Chief Client Success Officer and HR team to ensure smooth transitions, accurate records, and aligned expectations throughout the onboarding process



Client Status & Document Tracking

  • Use Google Docs and internal tools to manage and update:
  • Clients pending VARQ submissions
  • Clients awaiting executive summaries
  • Clients pending interview scheduling or confirmations
  • Ensure all documentation is current and reflects real-time client status



Email & Inbox Management

  • Draft, send, and manage client communications with clarity and professionalism
  • Organize incoming emails, prioritize follow-ups, and ensure key items receive timely attention
  • Support a steady and effective flow of communication between clients and internal teams



What We’re Looking For

  • Proven experience in client success, customer support, or account management roles
  • Exceptional written and verbal communication skills
  • High proficiency with Slack, Google Workspace, and email management
  • Detail-oriented, organized, and proactive in addressing client needs
  • Comfortable managing multiple client relationships in a dynamic, fast-paced environment
  • Must be accessible by phone during working hours



Preferred Qualifications

  • Background in client onboarding, recruitment, or service delivery coordination
  • Experience using Zoom, scheduling platforms, and CRM systems
  • Prior involvement in a startup or remote work environment is a plus



Technical Requirements

  • Reliable desktop or laptop computer
  • High-speed internet connection (minimum 10 Mbps)
  • Noise-canceling headset
  • Functional webcam for virtual meetings
  • Quiet and professional home office setup



Additional Requirements

  • Willing to undergo a background check (NBI or local police clearance)
  • Comfortable participating in video meetings
  • No concurrent employment during scheduled work hours



Required: Submit a short video introduction with your application

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Relationship Management
  • Proactivity
  • Customer Service
  • Detail Oriented
  • Non-Verbal Communication

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