Client Success Agent

Monthly Pay: $3,533 - $4,962 USD per month Summary: Every resolved client question leaves the client with a clear answer and a practical next step. This entry-level Client Success Agent directly responds to client questions, clarifies service information, and helps clients move forward with confidence. The agent works within the client support team under a customer service team lead who provides guidance. The role partners with clients, the support team, and internal service contacts to coordinate accurate updates and next actions. This fully remote, work from home position is based in Texas, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary. Job Responsibilities: Monitor an assigned queue for incoming client questions received through emails, chats, and service tickets, then prioritize requests by urgency and stated need. Review client profiles, previous interaction notes, and service details before responding so each answer reflects the available information and prior context. Use a CRM such as SugarCRM to enter client details, interaction notes, requested actions, and agreed next steps after each contact. Use a support platform such as Gladly to create, update, organize, and close service tickets with clear notes that allow teammates to understand progress. Provide accurate service information, explain available next steps in plain language, and confirm that the client understands the response. Ask focused follow-up questions when a request is incomplete, unclear, or missing details needed to provide an appropriate answer. Follow up with clients on open requests, confirm whether assistance resolved the question, and update ticket notes with the outcome. Escalate unresolved service issues, sensitive client concerns, or requests outside established guidance to the customer service team lead. Coordinate with internal service contacts to obtain updates, share relevant client context, and communicate confirmed information back to the client. Maintain quality through accuracy, timely turnaround, complete notes, and consistent follow-up on every assigned client interaction. Qualifications: High school diploma or equivalent. No experience required; related experience preferred in client-facing support, account coordination, or service assistance. Familiarity with client support workflows, including reviewing requests, clarifying needs, tracking open items, and communicating next steps. Ability to learn and use a CRM such as SugarCRM and a support platform such as Gladly for client interaction tracking. Ability to read service information carefully and explain it clearly through written responses and professional conversations. Sound judgment when identifying incomplete requests, following established guidance, and bringing complex concerns to a team lead. Ability to maintain organized interaction notes while managing a steady flow of client questions and open tickets. Reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times. Authorization to work in the United States. Fully remote work from a desk-based home workspace in Texas, United States. Structured onboarding and training on the named systems, including a CRM such as SugarCRM and a support platform such as Gladly. Regular check-ins with the customer service team lead for guidance, feedback, and workflow support. Opportunities to build client support, account coordination, service communication, and interaction-tracking skills. Health coverage, paid leave, maternity leave, bonus opportunities, and stipends. #J-18808-Ljbffr Talentoma