Client Success Associate

Conexionhr; Argentina; Remote; ARS 1,000,000 - 1,400,000; Full time

Job summary

Conexionhr is seeking a Client Success Associate to manage a portfolio of smaller client accounts and to provide tactical support to regional GMs on strategic accounts. You will coordinate meetings, prepare QBRs, document decisions, and ensure commitments are tracked and delivered.

The role requires 2+ years in customer success or account management, strong English, and the ability to work 9:00am–5:00pm US Eastern Time from an Argentina-based home office.

Qualifications

• 2+ years of experience in customer success, account coordination, or account management at an MSP or IT services company.
• Working knowledge of managed services, including tickets, SLAs, projects, recurring revenue, and renewals.
• Professional-level spoken and written English, with confidence leading calls with US business clients.
• Availability to work full time from 9:00am to 5:00pm US Eastern Time, including through US daylight saving time changes.
• Strong organization and follow-through, with the ability to manage many accounts and open items at once.
• Experience with a PSA and CRM platform, ideally Autotask and HubSpot (ConnectWise, HaloPSA, or Salesforce also relevant).
• Proficiency in Microsoft Office, including Outlook, Teams, Excel, and PowerPoint.
• A quiet home workspace with reliable internet and backup power.

Responsibilities

• Own the Scaled Client Portfolio: primary contact for smaller, low-touch accounts across regions.
• Conduct quarterly or annual QA calls with US business owners and office managers to confirm satisfaction and identify needs.
• Deliver reports and routine follow-up communications by email on schedule.
• Monitor account health, renewal dates, satisfaction signals, open issues, and early signs of risk.
• Route service, project, and billing requests to the appropriate internal team and follow through to resolution.
• Escalate to the regional GM when an account shows retention risk, requires a commercial decision, or presents a growth opportunity.
• Schedule and prepare client meetings, including QBR agendas, account summaries, and reports delivered in advance.
• Attend selected meetings to document decisions and action items, then assign and track each one.
• Track commitments through completion so the GM has an accurate answer before every client interaction.
• Keep the GM informed without requiring the GM to follow up with internal departments.
• Account Administration: Maintain account information in HubSpot and Autotask, including contacts, notes, renewal dates, opportunities, and meeting history.
• Maintain the QBR and client-touch calendar and the renewal and contract review schedule.
• Follow and help standardize account management processes across regions.

Skills

Customer success

Account coordination

English proficiency

Time management

CRM tools

Tools

Autotask

HubSpot

ConnectWise

Salesforce

Job description

The Client Success Associate is a new, shared role with two responsibilities. First, you will own a portfolio of smaller, stable client accounts as their primary point of contact. Second, you will provide tactical support to our regional GMs on their strategic accounts, handling the preparation, follow-up, and coordination that keeps client commitments on track.

Responsibilities:

Own the Scaled Client Portfolio:

• Serve as the primary contact for a book of smaller, low-touch client accounts across all regions.
• Conduct quarterly or annual QA calls with US business owners and office managers to confirm satisfaction and identify needs.
• Deliver reports and routine follow-up communications by email on schedule.
• Monitor account health, including renewal dates, satisfaction signals, open issues, and early signs of risk.
• Route service, project, and billing requests to the appropriate internal team and follow them through to resolution.
• Escalate to the regional GM when an account shows retention risk, requires a commercial decision, or presents a growth opportunity.

Support GM-Owned Strategic Accounts:

• Schedule and prepare client meetings, including QBR agendas, account summaries, and reports delivered in advance.
• Attend selected meetings to document decisions and action items, then assign and track each one.
• Track commitments through completion so the GM has an accurate answer before every client interaction.
• Keep the GM informed without requiring the GM to follow up with internal departments.

Account Administration:

• Maintain account information in HubSpot and Autotask, including contacts, notes, renewal dates, opportunities, and meeting history.
• Maintain the QBR and client-touch calendar and the renewal and contract review schedule.
• Follow and help standardize account management processes across regions.

Requirements:

• 2+ years of experience in customer success, account coordination, or account management at a managed service provider (MSP) or IT services company.
• Working knowledge of managed services, including tickets, SLAs, projects, recurring revenue, and renewals.
• Professional-level spoken and written English, with confidence leading calls with US business clients.
• Availability to work full time from 9:00am to 5:00pm US Eastern Time, including through US daylight saving time changes.
• Strong organization and follow-through, with the ability to manage many accounts and open items at once.
• Experience with a PSA and CRM platform, ideally Autotask and HubSpot (ConnectWise, HaloPSA, or Salesforce also relevant).
• Proficiency in Microsoft , including Outlook, Teams, Excel, and PowerPoint.
• A quiet home workspace with reliable internet and backup power.

Preferred Qualifications:

• Experience preparing QBRs or account review presentations.
• Familiarity with US small business clients in professional services, healthcare, or financial services.
• Customer success or ITIL training.