Client Success Advocate

Jobtailor; Cedar Falls (IA); On-site; USD 50,000 - 70,000; Full time

Job summary

Jobtailor in the United States (Iowa, Cedar Falls) seeks an experienced software support professional to serve as a product expert on AgencyBloc’s suite, guiding clients and enhancing relationships through solution‑oriented support.

You will troubleshoot, train via web meetings and calls, and collaborate with internal teams to overcome adoption barriers and drive customer success. This role emphasizes timely responses, metric achievement, and proactive process feedback.

Qualifications

• 3+ years of experience in software support or life and health insurance.
• Strong communication and problem‑solving skills with a customer‑first mindset.
• Comfortable working with technology and quickly learning new tools.
• Proficient in Google Suite (Docs, Sheets, Gmail, Calendar) and Microsoft Office (Word, Excel, Outlook).
• Detail‑oriented with the ability to prioritize multiple tasks effectively.
• Motivated by contributing to a fast‑moving, entrepreneurial team.
• Quick‑thinking, adaptable, and resilient, with a collaborative attitude.

Responsibilities

• Serve as a product expert on AgencyBloc’s suite of products, understanding how it impacts clients’ businesses and providing clear guidance.
• Enhance client relationships by delivering engaging, solution-oriented support in every interaction.
• Provide troubleshooting assistance and conduct brief training sessions via web meetings, phone calls, live chat, video and email.
• Respond to client inquiries in a timely and professional manner, collaborating with internal teams when needed.
• Proactively help clients overcome barriers to adoption and ensure they fully utilize the product’s features.
• Meet or exceed department metrics for client satisfaction, efficiency, and revenue impact.
• Offer feedback on processes to improve operational efficiency and client experience.
• Participate in weekly team meetings and 1-on-1s with Manager & the Director of Customer Support to stay aligned with goals.
• Perform other duties as assigned to support the team and company objectives.

Job description

Jobtailor in the United States (Iowa, Cedar Falls) seeks an experienced software support professional to serve as a product expert on AgencyBloc’s suite, guiding clients and enhancing relationships through solution‑oriented support.

You will troubleshoot, train via web meetings and calls, and collaborate with internal teams to overcome adoption barriers and drive customer success. This role emphasizes timely responses, metric achievement, and proactive process feedback.