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Client Success Lead
ScaleSourceClient Success Lead for a growing commercial landscaping company serving busy clients. Ensuring effective communication and tracking customer needs for timely resolutions.
About the role
Key responsibilities & impact- Communicate with commercial clients through email, phone, text, client portals, CRM systems, video updates, and virtual meetings.
- Capture and clarify client issues, assigning and tracking until completion.
- Identify patterns and problems, proposing solutions proactively.
- Track client requests, property issues, and service updates for organized execution.
- Record video updates and attend client meetings for clearer communication.
- Facilitate bilingual communication between English-speaking clients and Spanish-speaking team members.
Requirements
What you’ll need- 5+ years of customer service, client success, account management, operations coordination, executive assistant, or client-facing admin experience
- 3+ years working directly with U.S.-based clients or U.S.-based companies
- 2+ years working remotely in a role that required independent ownership and follow-up
- Fluent written and spoken English at a professional, client-facing level
- Fluent or highly advanced Spanish communication skills
- Proven experience managing 50+ client/customer interactions, tickets, tasks, or follow-up items per week
- Proven experience tracking issues through a CRM, help desk, project management tool, spreadsheet, or similar system
- Ability to write clear client-facing updates with strong grammar, structure, and tone
- Comfortable recording video updates with yourself on camera
- Comfortable joining virtual client meetings
- Comfortable making phone calls or voice calls when needed
- Strong organization skills with a real personal system for tracking work
- Strong ability to identify problems, recommend solutions, and follow through
- Must be available during core U.S. business hours.
Benefits
Comp & perks- Bonus to be established after 90 day onboarding, bonus range of 8000 USD every 12 months
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Client Interaction ManagementIssue TrackingProject Management ToolsSpreadsheet ProficiencyVideo Communication
Soft Skills
Strong Organization SkillsProblem IdentificationSolution RecommendationClear Written CommunicationFollow-Through Ability