Remote Client Success & Support Specialist

Assetara Limited; Chicago (IL); On-site; USD 45,000 - 65,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the main point of contact for clients within the Assetara workspace. You will provide professional, concierge-level account assistance, navigate the platform with clients, and ensure accurate CRM records while upholding strict privacy standards.

In this role you will handle communication, schedule client calls, monitor SLA adherence, and escalate issues per compliance rules.

Qualifications

• Role focused on client communication and CRM administration.
• Strict adherence to confidentiality and data protection.
• Remote work with professional discipline and time management.

Responsibilities

• Provide professional client communication within Assetara workspace.
• Deliver concierge-level support and platform navigation assistance.
• Manage client threads to meet SLA and perform proactive outreach.
• Maintain accurate client notes in the CRM without excess personal data.
• Identify and escalate red flags or compliance issues per rules.

Skills

Client communication

CRM administration

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the main point of contact for clients within the Assetara workspace. You will provide professional, concierge-level account assistance, navigate the platform with clients, and ensure accurate CRM records while upholding strict privacy standards.

In this role you will handle communication, schedule client calls, monitor SLA adherence, and escalate issues per compliance rules.