Remote Support Manager — Concierge Client Success

Assetara Limited; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

Assetara Limited is seeking a remote Support Manager for the New York District 2 area to guide clients through the platform, ensure concierge-level service, and maintain strict compliance. You will become the primary human liaison, navigate features, and balance rapid response with privacy and security protocols.

You will manage CRM notes, monitor SLAs, review AI-generated replies, and escalate issues with clear operational justification while staying within safety boundaries.

Qualifications

• Must maintain confidentiality and data privacy while handling client information.
• Experience with CRM tools and ticketing systems preferred.
• Strong communication skills and focus on client satisfaction.

Responsibilities

• Provide comprehensive product knowledge and accurate guidance to subscribed clients.
• Manage queues and SLAs, prioritizing unread messages and at-risk signals.
• Deliver professional, warm, concise communication within the official workspace.
• Maintain separation between client-facing messages and internal private notes in CRM.
• Review, edit, and fact-check AI-generated draft responses before submission.
• Escalate issues with clear operational justifications using system tools.

Skills

Client communication

CRM experience

Compliance awareness

Escalation handling

Tools

CRM software

Job description

Assetara Limited is seeking a remote Support Manager for the New York District 2 area to guide clients through the platform, ensure concierge-level service, and maintain strict compliance. You will become the primary human liaison, navigate features, and balance rapid response with privacy and security protocols.

You will manage CRM notes, monitor SLAs, review AI-generated replies, and escalate issues with clear operational justification while staying within safety boundaries.