Client Success Agent

Talentoma; Texas; Remote; USD 39,000 - 55,000; Full time

Benefits offered by this job

Health coverage

Paid leave

Maternity leave

Bonus opportunities

Stipends

Job summary

Talentoma is seeking an entry-level Client Success Agent. You will answer client questions, clarify service information, and guide clients with clear next steps. You will work within the client support team under a team lead, coordinating with clients and internal contacts to ensure accurate updates and timely actions.

This fully remote role is based in Texas and requires a 40-hour weekly commitment. Responsibilities include monitoring queues, reviewing profiles before responding, and using

Qualifications

• High school diploma or equivalent.
• Entry-level; no experience required, related support roles okay.
• Familiarity with client support workflows and tracking requests.
• Ability to learn SugarCRM and Gladly for client interaction tracking.
• Clear written communication and professional conversation skills.
• Good judgment in handling incomplete requests and escalating when needed.
• Organized notes and steady flow of client questions.
• Requires reliable computer, high-speed internet, and a quiet workspace.
• Authorized to work in the United States.
• Fully remote work from a desk-based home workspace in Texas, United States.

Responsibilities

• Monitor an assigned queue for incoming client questions via emails, chats, and tickets and prioritize by urgency.
• Review client profiles and notes to ensure accurate, context-aware responses.
• Use SugarCRM to enter client details and outcomes after each contact.
• Use Gladly to create, update, organize, and close service tickets with clear notes.
• Explain available next steps in plain language and confirm client understanding.
• Ask focused follow-up questions when requests are incomplete.
• Follow up on open requests and update ticket notes with outcomes.
• Escalate issues outside guidance to the customer service team lead.
• Coordinate with internal contacts to obtain updates and communicate confirmed information to clients.
• Maintain quality through accuracy, timely turnaround, complete notes, and consistent follow-up.

Skills

CRM navigation

Written communication

Time management

Attention to detail

Education

High school diploma or equivalent

Tools

SugarCRM

Gladly

Job description

Monthly Pay:

$3,533 - $4,962 USD per month

Summary:

Every resolved client question leaves the client with a clear answer and a practical next step. This entry-level Client Success Agent directly responds to client questions, clarifies service information, and helps clients move forward with confidence. The agent works within the client support team under a customer service team lead who provides guidance. The role partners with clients, the support team, and internal service contacts to coordinate accurate updates and next actions. This fully remote, work from home position is based in Texas, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities:

• Monitor an assigned queue for incoming client questions received through emails, chats, and service tickets, then prioritize requests by urgency and stated need.
• Review client profiles, previous interaction notes, and service details before responding so each answer reflects the available information and prior context.
• Use a CRM such as SugarCRM to enter client details, interaction notes, requested actions, and agreed next steps after each contact.
• Use a support platform such as Gladly to create, update, organize, and close service tickets with clear notes that allow teammates to understand progress.
• Provide accurate service information, explain available next steps in plain language, and confirm that the client understands the response.
• Ask focused follow-up questions when a request is incomplete, unclear, or missing details needed to provide an appropriate answer.
• Follow up with clients on open requests, confirm whether assistance resolved the question, and update ticket notes with the outcome.
• Escalate unresolved service issues, sensitive client concerns, or requests outside established guidance to the customer service team lead.
• Coordinate with internal service contacts to obtain updates, share relevant client context, and communicate confirmed information back to the client.
• Maintain quality through accuracy, timely turnaround, complete notes, and consistent follow-up on every assigned client interaction.

Qualifications:

• High school diploma or equivalent.
• No experience required; related experience preferred in client-facing support, account coordination, or service assistance.
• Familiarity with client support workflows, including reviewing requests, clarifying needs, tracking open items, and communicating next steps.
• Ability to learn and use a CRM such as SugarCRM and a support platform such as Gladly for client interaction tracking.
• Ability to read service information carefully and explain it clearly through written responses and professional conversations.
• Sound judgment when identifying incomplete requests, following established guidance, and bringing complex concerns to a team lead.
• Ability to maintain organized interaction notes while managing a steady flow of client questions and open tickets.
• Reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.
• Fully remote work from a desk-based home workspace in Texas, United States.
• Structured onboarding and training on the named systems, including a CRM such as SugarCRM and a support platform such as Gladly.
• Regular check-ins with the customer service team lead for guidance, feedback, and workflow support.
• Opportunities to build client support, account coordination, service communication, and interaction-tracking skills.
• Health coverage, paid leave, maternity leave, bonus opportunities, and stipends.