Remote Client Concierge & CRM Specialist

Assetara Limited; San Jose (IL); Remote; USD 55,000 - 85,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist (San Jose Dist 9, USA) to act as the primary contact for clients on the Assetara platform. The role emphasizes client communication, CRM upkeep, and concierge-style support while strictly following compliance and data protection rules.

You will handle scheduled calls, assist clients with navigation, and manage queues with SLA discipline.

Qualifications

• Proven ability to communicate professionally in written and verbal form.
• Experience maintaining client notes in a CRM with data sensitivity.
• Ability to manage queues and SLA commitments with accuracy.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation while observing compliance limits.
• Prioritize unread client threads, manage SLA disciplines, and perform proactive outreach to clients.
• Maintain accurate client notes in the CRM, avoiding unnecessary personal data.
• Identify and escalate compliance issues immediately as required.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Data protection

Tools

CRM software

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist (San Jose Dist 9, USA) to act as the primary contact for clients on the Assetara platform. The role emphasizes client communication, CRM upkeep, and concierge-style support while strictly following compliance and data protection rules.

You will handle scheduled calls, assist clients with navigation, and manage queues with SLA discipline.