Job Level
JuniorMid-Level
Tech Stack
Swift
About the role
- Welcome and onboard new clients, ensuring they understand and can effectively use the product or service.
- Build and maintain strong, professional relationships with clients; act as their trusted point of contact.
- Monitor client engagement and ensure they achieve their desired outcomes.
- Proactively identify challenges and provide timely solutions to drive satisfaction and retention.
- Conduct regular video check-ins with clients; maintain a professional and presentable on-camera presence.
- Communicate clearly and fluently in English.
- Collaborate with internal teams to escalate issues and advocate for customer needs.
- Track client progress, prepare success reports, and share actionable insights with leadership.
- Use CRM and customer success platforms (HubSpot, Salesforce, Zendesk, Intercom) and collaboration tools (Zoom, Slack, Microsoft Teams).
- Typical day: review client accounts, conduct scheduled video calls, monitor account activity, respond to client inquiries, update CRM records, summarize progress, and plan next steps.
Requirements
- 2+ years of experience in customer success, account management, or client-facing roles.
- Experience managing multiple accounts or client relationships simultaneously.
- Strong problem-solving and conflict-resolution skills.
- Ability to work independently while collaborating effectively with internal teams.
- Strong communication skills in English, spoken with clarity and professionalism; no accent barriers.
- Presentable on camera with a professional work setting.
- Proactive, client-focused mindset with the ability to anticipate and address customer needs.
- Strong organizational and multitasking abilities with attention to detail.
- Familiarity with CRM and customer engagement tools (HubSpot, Salesforce, Zendesk, Intercom).
- Familiarity with communication and collaboration platforms (Zoom, Slack, Microsoft Teams).
- Ability to work US hours.