Job Title: Client Success Representative
Monthly Pay: $3,533 - $4,962 USD per month
Summary:
A client request arrives through a queue, email, or phone contact, gets reviewed, answered, noted, and closed with clear next steps. The Client Success Representative helps clients understand product or service information, resolve routine concerns, and continue using available services with confidence, making each interaction clear and dependable. This role sits on the client success team and works under a customer service team lead while partnering with clients, support team members, and internal product or service contacts. This is a fully remote, work from home position based in Michigan, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary. Success comes from listening carefully, providing accurate guidance, maintaining organized interaction notes, and ensuring open requests receive appropriate follow-up.
Job Responsibilities:
- Receive client questions through assigned queues, emails, and phone contacts, identify the request purpose, and provide timely, professional responses.
- Review available client details and interaction history in a CRM such as HubSpot before responding to support continuity.
- Explain product or service information, available features, standard processes, and next steps using clear language suited to each client.
- Create, update, and close service tickets in a support platform such as Freshdesk, including complete notes on questions, actions, and outcomes.
- Verify that client contact details and request information are accurate, then enter updates in a spreadsheets and data entry tool such as Google Sheets when assigned.
- Follow up on open questions, confirm whether guidance resolved the concern, and keep clients informed when additional review is needed.
- Route complex, recurring, or unresolved requests to the customer service team lead or appropriate internal contact with a concise summary and relevant interaction details.
- Coordinate with support team colleagues to share recurring client themes, clarify available information, and maintain consistent responses.
- Review client interactions before closure to confirm responses are accurate, notes are complete, and promised follow-up has occurred.
- Meet quality expectations through accurate guidance, timely turnaround, complete notes, respectful communication, and reliable follow-up.
Qualifications:
- High school diploma or equivalent.
- No experience required; related experience preferred in client-facing support, service coordination, or online assistance.
- Familiarity with client success practices, including understanding questions, explaining services, and guiding clients through standard next steps.
- Ability to use a CRM such as HubSpot to review interaction history and update client details accurately.
- Ability to use a support platform such as Freshdesk to manage incoming requests and document interaction outcomes.
- Familiarity with a spreadsheets and data entry tool such as Google Sheets for assigned updates and basic tracking.
- Strong listening, written, and verbal abilities for clear, respectful conversations with clients and internal contacts.
- Ability to prioritize incoming requests, follow established procedures, and recognize when a matter needs escalation.
- Reliable computer, high-speed internet, and 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 home within Michigan, United States.
- Structured onboarding and training on a CRM such as HubSpot, a support platform such as Freshdesk, and a spreadsheets and data entry tool such as Google Sheets.
- Regular check-ins with the customer service team lead to discuss questions, priorities, and growth.
- Opportunities to build client success, service coordination, product guidance, and request-resolution skills.
- Health coverage, paid leave, maternity leave, bonus opportunities, and stipends.