Customer Success Assistant - Remote Eligible

Client Success Assistant

GrowthAssistant is looking for a Client Success Assistant to join our growing team. This role is ideal for someone who thrives at the intersection of customer success, operations, and technology, balancing relationship management with detail-oriented process execution.

Company Benefits:

• 100% Remote Work
• Attendance, Anniversary, and Referral Incentives
• Paid and US Holiday Time Off
• Health Insurance
• Yearly Performance Evaluation
• Monthly Salary: PHP50-55K

Must-have Qualifications:

• 2+ years of experience with client success, implementations, or customer support.
• Strong written and verbal communication skills.

Nice-to-have Qualifications:

• Experience in the HR industry or adjacent space.
• Experience in a start-up or small org where there is a constant pursuit of improvement/enhancement/streamlining.

Tech Stack Requirements:

• CRM: Salesforce, Zendesk, and HubSpot
• Project Management Tools: Notion, etc.
• Typeform, Google Workspace

Core Tasks:

• Create and review customer reports every month
• Assist with any account needs (email deliverability for new accounts, organize documents, store health benefit resources in our coach library, etc.)
• Maintain/update accurate information on accounts in Salesforce and Notion (contract details, employee rosters, etc.)
• Maintain documentation for each customer in their customer portal
• Manage client and coach communication
• Match new clients to coaches
• Assist with coach onboarding and account setup
• Coach transitions and offboarding (assist with any necessary client transfers to new coaches, send clients a new coach when requested, etc.)
• Help manage coach support helpdesk tickets
• Run reports in Salesforce to assess coach performance (contact coaches to update data)