Remote Concierge Support Manager

Assetara Limited

Kennewick (WA)

On-site

USD 55,000 - 83,000

Full time

14 days+
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Job summary

Assetara Limited is seeking a remote Support Manager to act as a hands-on client concierge for subscribed customers. You will master all product areas, navigate the platform, and maintain CRM notes while ensuring compliance and security.

This role emphasizes efficient queue and SLA management, precise internal/private note separation, and careful escalation practices. You will work within the Assetara platform, reviewing AI drafts before sending responses and upholding strict confidentiality.

Qualifications

  • Clear understanding of customer service in a subscription-based model.
  • Ability to manage client data with confidentiality and privacy.

Responsibilities

  • Gain deep knowledge of all product features to guide clients.
  • Prioritize work via the Broker Dashboard and monitor unread messages and SLA risks.
  • Provide professional, concise communication within the official workspace.
  • Maintain separation between client-facing messages and internal private notes.
  • Review and edit AI-generated draft responses before sending.
  • Escalate issues with clear, justified operational actions.

Skills

Customer support
CRM systems
SLA management
Communication
Data privacy

Tools

Broker Dashboard
AI drafting tools

Job description

Assetara Limited is seeking a remote Support Manager to act as a hands-on client concierge for subscribed customers. You will master all product areas, navigate the platform, and maintain CRM notes while ensuring compliance and security.

This role emphasizes efficient queue and SLA management, precise internal/private note separation, and careful escalation practices. You will work within the Assetara platform, reviewing AI drafts before sending responses and upholding strict confidentiality.

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