Remote Client Support & Success Manager

Assetara Limited; Toronto; On-site; CAD 60,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a dedicated Support Manager to join our Toronto-based team, handling subscription clients remotely via the Assetara platform. You will become the primary liaison, delivering concierge-level support while ensuring strict compliance and data confidentiality.

Responsibilities include mastering product capabilities, managing queues and SLAs, communicating professionally within the official workspace, maintaining CRM notes, and guiding clients through platform tools with

Qualifications

• Strong knowledge of product features to guide clients.
• Maintain CRM notes with strict confidentiality.
• Adhere to daily routines, session management and compliance.

Responsibilities

• Gain deep knowledge of all company products to assist subscribed clients.
• Prioritize work via the Broker Dashboard, focusing on unread messages and SLA risks.
• Deliver professional, concierge-level communication within the official workspace.
• Maintain separation between client messages and internal Private notes.
• Review and fact-check AI-generated drafts before submission.
• Escalate and perform operational actions with clear justification.

Skills

Customer support

CRM tools

SLA management

Communication

Remote work

Job description

Assetara Limited is seeking a dedicated Support Manager to join our Toronto-based team, handling subscription clients remotely via the Assetara platform. You will become the primary liaison, delivering concierge-level support while ensuring strict compliance and data confidentiality.

Responsibilities include mastering product capabilities, managing queues and SLAs, communicating professionally within the official workspace, maintaining CRM notes, and guiding clients through platform tools with