Customer Success Specialist

Why Assistantly:
At Assistantly, we connect high-caliber professionals with amazing clients looking for exceptional remote support. We're building our talent pool of Customer Success & Support Specialists, which includes Account Managers, Client Success Managers, Customer Support Reps, and Customer Service Specialists.

This is an evergreen position, meaning we're always on the lookout for skilled professionals to match with new clients as opportunities arise.

Unicorn Role Overview:
If you're a people-first problem solver who thrives on creating exceptional customer experiences, managing client relationships, and delivering solutions with care and precision — this is the place for you! Whether you’re supporting customers through email/chat, onboarding clients, or managing long-term success, we want to hear from you.

What You’ll Do (Depending on Client Needs):

• Handle incoming support requests via email, chat, or phone, ensuring timely resolution
• Maintain high customer satisfaction by delivering excellent service and proactive solutions
• Manage client accounts, ensuring retention and growth
• Onboard new customers and guide them through product setup and usage
• Monitor and report customer metrics (NPS, churn, CSAT, etc.)
• Collaborate with sales and product teams to relay customer feedback and improvements
• Document processes and FAQs for internal knowledge base
• Upsell or renew client contracts as needed (for Account Management roles)

• 2+ years in customer service, account management, or client success roles
• Excellent communication skills (verbal and written)
• Empathetic, solution-focused, and detail-oriented approach
• Tech-savvy with strong multitasking abilities
• Proven ability to build rapport and trust with clients or customers
• Strong organizational skills with a proactive mindset
• Previous experience with remote tools and CRM platforms

Tools You Might Use (Depending on Client Needs):

• CRM: HubSpot, Salesforce, Zoho, Monday.com, Pipedrive, or similar
• Helpdesk: Zendesk, Gorgias, Freshdesk, Intercom, HelpScout
• Messaging & Support: Slack, Zoom, Loom, Gmail, Google Meet
• Collaboration & Docs: Google Workspace, ClickUp, Notion, Trello
• Survey & Customer Feedback: Typeform, SurveyMonkey, Google Forms

Time Commitment & Schedule:

• Full-Time or Part-Time (depending on client)
• Schedule: U.S. Business Hours (Exact schedule TBD per client)

• Competitive pay above market rates
• Permanent work-from-home opportunities
• Paid Holidays and PTO
• Part-time or Full-time positions tailored to your availability
• Performance, Tenure, and Health & Wellness bonuses
• Opportunities for professional development within the Assistantly community
• Be part of a vibrant and supportive community of Unicorns