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Task Buddie Virtual Assistance Services

Client Success Specialist

Task Buddie Virtual Assistance Services

. Serve as the primary point of contact for assigned client accounts .

Posted 5/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Serve as the primary point of contact for assigned client accounts
  • Guide new clients through onboarding and early-stage success milestones
  • Build strong relationships by understanding client goals, needs, and challenges
  • Identify opportunities for account expansion, upgrades, and additional services
  • Conduct regular check-ins and follow-ups to maintain engagement and satisfaction
  • Track client activity, conversations, and growth opportunities in CRM systems

Requirements

What you’ll need
  • Experience in client success, account management or sales roles preferred but not required
  • Strong communication, relationship-building, and problem-solving skills
  • A consultative, sales-minded approach focused on long-term client value
  • Highly organized with the ability to manage multiple client relationships

Benefits

Comp & perks
  • Competitive base salary plus performance-based bonuses and incentives
  • Comprehensive benefits including medical, dental, vision, 401k, and paid time off
  • Full training and ongoing coaching to support your success
  • A collaborative, growth-focused culture where your impact is visible and rewarded

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
communicationrelationship-buildingproblem-solvingorganizational skillsconsultative approachsales-minded approach