Remote Client Concierge & CRM Support Specialist

Assetara Limited; United States; On-site; USD 34,000 - 55,000; Part time

Job summary

Assetara Limited in the United States is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will serve as the main contact for clients, delivering concierge-level support, guiding platform navigation, and maintaining accurate CRM records while upholding compliance and data protection rules.

In this independent contractor role, you will manage client communications, schedule calls, monitor SLAs, and escalate issues per policy.

Qualifications

• Experience providing professional client communications.
• Proficiency with CRM systems and data entry.
• Ability to work independently in a remote setting.

Responsibilities

• Provide professional client communication exclusively within Assetara workspace and approved tools.
• Deliver concierge-level support and guide clients through platform navigation.
• Manage SLA compliance and proactive client outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or compliance issues per corporate rules.

Skills

Client communication

CRM administration

Attention to detail

Tools

CRM software

Job description

Assetara Limited in the United States is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will serve as the main contact for clients, delivering concierge-level support, guiding platform navigation, and maintaining accurate CRM records while upholding compliance and data protection rules.

In this independent contractor role, you will manage client communications, schedule calls, monitor SLAs, and escalate issues per policy.