client success specialist

Virtuance

<div>
 We are currently seeking candidates for a
 <strong>
  Remote Full-Time and Permanent role as a Client Success Specialist.
  <br/>
  <br/>
 </strong>
 We are seeking an energetic, focused, passionate professional to join our Client Success Team to assist with and execute core business processes in a demanding, fast-paced environment. This team is the liaison between our clients and our staff which includes our Management Team, Sales Team, Processing Team, and Photography Partners in the field. The ideal candidate will be a resourceful, self-starter, who has a keen marketing eye and an ability to think outside the box, all while sincerely having our clients&rsquo; best interest at heart.
 <br/>
 <br/>
 <strong>
  Reports To:
 </strong>
 Client Success Manager
 <br/>
 <br/>
 <strong>
  <strong>
   Salary Range:
  </strong>
 </strong>
 $40,000 - $42,000 USD
 <br/>
 <br/>
 <strong>
  Day To Day Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Serve as a critical liaison between our clients and internal staff.
  </li>
  <li>
   Develop and nurture relationships with our clients one interaction at a time by phone, email, online chat, and text.
  </li>
  <li>
   Calmly assist and respond to demanding clients, resolving issues quickly and to completion.
  </li>
  <li>
   Assure total client satisfaction during each interaction.
  </li>
  <li>
   Respond to an average of 40-60 client interactions per day (between voice, email, chat, and text).
  </li>
  <li>
   Identify improvements to existing processes to increase efficiency, quality, and service to customers.
  </li>
  <li>
   Support the Partner Success team, QA team, and Processing team to answer any client-related questions through chats, tickets and video chat.
  </li>
  <li>
   Communicate within the Client Success Team and coordinating task coverage
  </li>
  <li>
   Report bugs, challenges, and potential improvements to our systems with detailed documentation and work with our engineering team to resolve
  </li>
  <li>
   Work together as a Team to ensure that we are finding and implementing efficiencies in processes, workflows, and division of responsibilities within the team
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong alignment with Virtuance&rsquo;s company values
  </li>
  <li>
   Strong technical aptitude, experience in Google Apps, MS Office, CRM applications, solid digital file management skills; and proven ability to learn new systems quickly.
  </li>
  <li>
   Creative, resourceful, process-focused, detail-oriented, efficiency-driven
  </li>
  <li>
   Ability to plan, prioritize, and execute various tasks in a busy environment with many interruptions.
  </li>
  <li>
   Taking pride in making clients happy, demonstrating accountability and ownership of any issue; working through even the toughest challenges with a positive mindset and demeanor
  </li>
  <li>
   Ability to be open, honest, and direct in giving and receiving feedback.
  </li>
  <li>
   Knowledge of real estate or digital photography is a plus.
  </li>
  <li>
   Ability to pass a drug screen and background check.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  <strong>
   WHAT WE OFFER
  </strong>
 </strong>
 Compensation: A competitive base salary growth potential.Benefits: Our team members are the foundation of our company, as such, our generous benefits package includes:
 <br/>
 <br/>
 <ul>
  <li>
   Health Insurance
  </li>
  <li>
   Dental Insurance
  </li>
  <li>
   Vision Insurance
  </li>
  <li>
   Mental Health Support (via Teladoc)
  </li>
  <li>
   Generous 401k Employer Matching
  </li>
  <li>
   Long-Term Disability Insurance
  </li>
  <li>
   Paid Time-Off
  </li>
  <li>
   Internal Growth Opportunity
  </li>
  <li>
   Training to set you up for success
  </li>
  <li>
   Supportive team environment
  </li>
  <li>
   Monday through Friday shifts with an occasional half Saturday
  </li>
  <li>
   Additional incentives for meeting/exceeding goals
  </li>
 </ul>
</div>


Client Success Specialist (Remote)

GreenPath Financial Wellness

<div></div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Join Our Mission-Driven Team as a Client Success Specialist</b></p><p><b>
Location:</b> Remote- Puerto Rico<br>
<b>Employment Type:</b> Full-Time<br>
<b>Department: </b>Client Services</p><p><b>
Training Start Date:</b> April 27th, 2026 (Training is mandatory)</p><p>
Are you interested in personal finance and a meaningful career? Join us as a Client Success Specialist!</p><p>
You will influence positive change for people and their finances. Together, CONSUMER Credit Counseling Service of Puerto Rico (https://www.consumerpr.org/) and GreenPath Financial Wellness (https://www.greenpath.com/news/consumer-credit-counseling-service-of-puerto-rico/) will offer increased support to the 3.2 million people who call Puerto Rico home &ndash; helping them balance their budgets, reduce debt, rehabilitate their credit, acquire their first home, recover from storms, and regain financial peace of mind.</p><p><b>
About the Role</b></p><p>
At GreenPath, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS), you&rsquo;ll be the heart of our mission&mdash;supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you're eager to grow your financial knowledge - like learning how to calculate percentages, understand credit reporting, and review real-life financial documents - this role is for you.</p><p>
You&rsquo;ll thrive in a swift, multi-channel call center environment where empathy, innovation, and teamwork are key. If you&rsquo;re passionate about delivering exceptional service and making a real difference, we want to hear from you!</p><p>
 Video - Meet The Hiring Team: Linda, Leslie, &amp; Tiffany</p><p><b>
What You&rsquo;ll Do</b></p><ul><li>
Provide top-tier support via phone to clients on our Debt Management Program.</li><li>
Taking back-to-back calls in a call center environment.</li><li>
Support client accounts and ensure seamless account management.</li><li>
Manage proposals, payments, deposits, and creditor communications.</li><li>
Proactively review client accounts to identify and resolve issues
</li><li>Maintain accurate records and ensure compliance with state regulations.
</li><li>Collaborate across departments to ensure seamless client experience.</li><li>
 Encourage and motivate clients throughout their financial journey.</li></ul><p></p><p><b><br>
What You Bring</b></p><ul><li>
Bilingual (English/Spanish) preferred, but not required.</li><li>
2&ndash;3 years of customer service experience (call center preferred).</li><li>
Associate&rsquo;s degree preferred; Bachelor&rsquo;s degree may substitute for experience.</li><li>
A strong sense of professionalism is essential when supporting clients through sensitive financial situations.</li><li>
 Strong communication skills&mdash;empathetic, professional, and clear.
</li><li>Tech-savvy with experience in Windows-based systems and CRM tools.
 </li>Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules.<br>
<li>
</li></ul><p><b>Remote Work From Home Requirements</b></p><ul><li>
A private, enclosed room with a door.</li><li>
Hard‑wired internet connection (ethernet required) and standard broadband internet.</li><li>
Security camera in addition to standard computer setup.</li><li>
Home environment must support productivity; remote work is not a replacement for caregiving.</li></ul><p><b>
Internet Requirements- Standard Broadband Internet</b></p><ul><li>
200 Mbps minimum for a single‑person residence</li><li>
400 Mbps minimum for residences with 2+ people</li></ul><p><b>
 Why Consumer?</b></p><p>
CONSUMER is a non-profit organization founded in 1990 with the objective of providing consumers with financial education and counseling services of the highest quality. Since our founding, we have helped thousands of consumers of all nationalities regain control of their personal finances. Many people have benefited from our educational programs, managing to acquire their first home, balance their budgets, rehabilitate their credit and regain peace of mind by being able to meet all their financial obligations.</p><p><b>
Starting Pay:</b></p><p><br>
$12.75 per hour for bilingual candidates (language incentive)</p><p><b>
Additional Details</b></p><div><b>
Work Schedule:</b> Monday through Friday. Four days per week are scheduled from 9:00 AM &ndash; 6:00 PM local time, with one fixed late shift from 11:00 AM &ndash; 8:00 PM.<br>
<ul><li>Must be comfortable working in a structured, performance-driven environment.</li></ul></div><ul><li><b>
Training:</b><br>
<ul><li><b>Begins April 27th, 2026</b></li><li><b>Mandatory, full‑time for three weeks.</b></li><li><b>After training, you transition into your regular schedule.</b></li></ul></li></ul><p></p><div><div><div><div><p><br>
Consumer reserves the right to change this description at any time. Consumer practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><br>
Work Schedule: Monday &ndash; Friday, four days 9:00am - 6:00pm and one day 11:00am-8:00pm AST<br>
40 hours / week</div>

Bilingual Client Success Specialist

Contour Software

<div><div>About Contour</div><div></div><div><div>
Contour Software</div> has grown from a dozen people to over 2,000 staff across 3 cities, in less than 14 years.</div><div><br>
As a subsidiary of Constellation Software Inc., we are proud to be part of a global enterprise software conglomerate that has grown to become one of the top 10 software companies in the world, with employees and customers in 100+ countries. With a broad-based and ever-growing portfolio of market-leading, vertical-market enterprise solutions covering more than 100 industry domains in predominantly mature markets, CSI's recipe creates the perfect environment for professionals to build fulfilling, long-term careers.</div><div><br>
What started as an R&amp;D &amp; Accounting back-office, has progressed into a full-service Global Centre serving all functions and departments, at the divisional as well as operating group/corporate level. Today Contour employees, located in Karachi, Lahore &amp; Islamabad, are serving CSI divisions located in time zones spanning the globe, from Sydney to Vancouver. With the global growth of Constellation as the wind in our sails, we are only just getting started!</div><div></div><div><div>
Division:<br>
Jonas Club ERP is the industry leader in enterprise software for private clubs. Serving over 2,200 clubs in 17+ countries, Jonas Club ERP helps streamline operations and deliver exceptional member experiences. This role is part of Jonas&rsquo;s global support team, focused on delivering world-class customer service for a suite of products trusted by golf clubs, country clubs, city clubs, and hospitality venues.<br>
Division Link: <div>https://www.jonasclub.com/</div></div></div><div></div><div><div><br>
About the Position</div></div><div><div>
We are seeking a highly detail-oriented and process-driven Client Success Operations Specialist to support the operational backbone of the Client Success function.</div></div><div><div>
This role plays a critical part in protecting recurring revenue, ensuring Salesforce data integrity, maintaining lifecycle accuracy, and supporting renewal and reporting workflows. The position works closely with Client Success, Billing, Finance, and A/R teams to ensure disciplined execution across renewals, offboarding, revenue adjustments, and reporting processes.</div></div><div><div>
Success in this role requires operational rigor, strong analytical capability, cross-functional coordination, and a deep understanding of how structured processes impact revenue retention and financial performance.</div></div><div></div><div><div>
What Success Looks Like</div></div><div><ul><li>Renewals are processed accurately and on time with zero revenue leakage</li><li>Salesforce data remains clean, reliable, and audit-ready</li><li>Billing and contract records are aligned and reconciled</li><li>Reporting provided to leadership is accurate, timely, and actionable</li><li>Offboarding and account changes are executed seamlessly with no downstream impact</li><li>Cross-functional stakeholders experience strong operational partnership</li></ul></div><div></div><div><div>
Key Responsibilities</div></div><div><div>
Renewal Operations &amp; Revenue Accuracy</div></div><div><ul><li>Update renewal pricing and contract terms for all renewing clients on a monthly basis</li><li>Reconcile renewal data with Billing to ensure invoicing accuracy and contract alignment</li><li>Maintain structured renewal tracking documentation to ensure timely and error-free execution</li></ul></div><div><div>
Reporting &amp; Analytics</div></div><div><ul><li>Produce recurring attrition, renewal, and portfolio reports for the Senior Director of Client Success</li><li>Prepare ad hoc executive-level reporting related to churn, revenue retention, and account trends</li><li>Ensure all reporting aligns with Salesforce data and revenue records</li></ul></div><div><div>
Client Offboarding &amp; Revenue Adjustments</div></div><div><ul><li>Execute operational offboarding for clients transitioning to dormant or terminated status</li><li>Update account status in Salesforce and internal systems to reflect lifecycle changes</li><li>Notify internal stakeholders to ensure cross-functional alignment</li><li>Coordinate billing stops and final reconciliations with Finance</li><li>Update revenue forecasts, attrition tracking, and reporting accordingly</li></ul></div><div><div>
Module &amp; Account Changes</div></div><div><ul><li>Create and distribute module listing and breakdown reports</li><li>Manage module removals, swaps, and adjustments</li><li>Ensure all changes are accurately reflected across contracts, billing systems, and Salesforce</li></ul></div><div></div><div><div>
Salesforce Data Integrity</div></div><div><ul><li>Maintain complete, accurate, and reportable Salesforce records</li><li>Monitor data inputs to preserve dashboard and reporting reliability</li><li>Partner with Client Success Managers to resolve discrepancies and enforce governance standards</li></ul></div><div><div>
Accounts Receivable Support</div></div><div><ul><li>Partner with A/R and Billing teams to monitor payment compliance</li><li>Flag delinquent accounts to Client Success leadership</li><li>Support structured follow-up processes to drive timely resolution</li></ul></div><div></div><div><div><br>
Skills &amp; Qualifications</div></div><div><div>
Core Competencies (Must Have)</div></div><div><ul><li> Process Management &ndash; Designs, follows, and improves structured workflows to ensure consistent, scalable execution</li><li> Attention to Detail &ndash; Produces accurate, high-quality work by validating data and identifying discrepancies</li><li> Business Acumen &ndash; Understands how operational execution impacts revenue, retention, and financial performance</li><li> Managing &amp; Measuring Work &ndash; Establishes clear tracking mechanisms and accountability standards</li><li> Systems Perspective &ndash; Recognizes cross-functional interdependencies and anticipates downstream impacts</li><li> Analytical Capability &ndash; Ability to interpret attrition, renewal, and revenue-impact data</li><li> Professional Communication &ndash; Strong written and verbal communication skills</li></ul></div><div></div><div><div><br>
Education &amp; Experience</div></div><div><ul><li>3&ndash;5+ years of experience in Client Success Operations, Revenue Operations, or a related operational role within a SaaS or subscription-based environment</li><li>Experience supporting renewal workflows, billing reconciliation, and revenue-related processes</li><li>Strong proficiency in Salesforce, including reporting and data governance</li><li>Experience working cross-functionally with Billing, A/R, Finance, and Client Success teams</li><li>Bachelor&rsquo;s degree in Business, Finance, Operations, or a related field (or equivalent professional experience)</li></ul></div><div></div><div><div>
Preferred Qualifications</div></div><div><ul><li>Experience supporting revenue retention metrics (Gross Retention, Net Retention, churn reporting)</li><li>Familiarity with SaaS licensing or module-based pricing models</li><li>Exposure to financial reconciliation or revenue operations environments</li><li>Experience preparing executive-level reporting</li></ul></div><div></div><div><div>
What You Will Bring:<br>
<ul><li>A strong sense of responsibility and customer care</li><li>Willingness to learn and grow in a global support environment</li><li>Respect for processes, quality standards, and teamwork</li><li>Professional communication and a positive attitude</li></ul></div></div><div><div><br>
<br>
Work Schedule &amp; Availability:<br>
<ul><li>Training Schedule: 9:00 AM &ndash; 5:00 PM EST (6:00 PM &ndash; 3:00 AM PKT)</li><li>Post-Training Schedule:</li></ul>
Ability to work rotating 24/7 shifts, including evenings, weekends, and holidays, as business needs require</div></div><div>
Exciting Benefits we offer:</div><ul><li><div>
Market-leading Salary</div></li><li><div>
Medical Coverage &ndash; Self &amp; Dependents</div></li><li><div>
Parents Medical Coverage</div></li><li><div>
Provident Fund</div></li><li><div>
Employee Performance-based bonuses</div></li><li><div>
Home Internet Subsidy</div></li><li><div>
Conveyance Allowance</div></li><li><div>
Profit Sharing Plan [Tenured Employees Only]</div></li><li><div>
Life Benefit</div></li><li><div>
Child Care Facility</div></li><li><div>
Company Provided Lunch/Dinner</div></li><li><div>
Professional Development Budget</div></li><li><div>
Recreational area for in-house games</div></li><li><div>
Sporadic On-shore training opportunities</div></li><li><div>
Friendly work environment</div></li><li><div>
Leave Encashment</div></li></ul><div></div><div><i>
Disclaimer:</i><i> At Contour, we attribute our success to the unique contributions of our diverse staff. We&rsquo;re committed to fostering a culture of respect that thrives on the varied perspectives and experiences of all individuals we recruit, employ, promote, and compensate. Since day one, we&rsquo;ve adhered to a policy that champions a work environment honoring the worth and dignity of each person while being free from all forms of employment discrimination.</i></div><div></div><div><i>
In our continuous effort to promote inclusivity, we extend our commitment to individuals with special needs by providing reasonable accommodations. We actively encourage qualified individuals with special needs to apply for the various openings within our company. Should you require assistance in completing the application process or have any inquiries regarding special facilities, please do not hesitate to contact our HR team. Your unique talents and abilities are welcomed and valued here.</i></div></div><div></div>

Client Success Operations Specialist

Brix

<p>Customer Success Specialist</p><p>Enzo Dialer | Remote (Work from Home)</p><p>About Enzo Dialer</p><p>At Enzo Dialer, we believe collaboration is the engine of success. Our approach is transparent, results-driven, and focused on delivering real value. Our mission is to empower businesses through seamless, efficient, and automated solutions.</p><p>As we continue to grow, we are looking for a Customer Success Specialist who is passionate about building relationships and ensuring our clients have a stellar experience with our platform.</p><p>The Role: What You&rsquo;ll Do</p><ul><li>Onboard New Clients: Guide customers through a personalized setup process to ensure a smooth transition.</li><li>Build Partnerships: Act as a trusted advisor, helping clients maximize the value of our products.</li><li>Proactive Problem Solving: Address concerns and troubleshoot technical issues by collaborating with internal teams.</li><li>Drive Adoption: Educate clients on best practices, new features, and workflow optimizations.</li><li>Monitor Account Health: Track engagement metrics to identify at-risk customers and take proactive steps toward retention.</li><li>Advocate for the User: Gather client feedback to help our product and support teams constantly improve.</li></ul><p>What We&rsquo;re Looking For</p><ul><li>Experience: 1&ndash;3 years in Customer Success, Account Management, or a similar SaaS-focused role.</li><li>Communication: Exceptional verbal and written skills; you should be comfortable leading client meetings.</li><li>Problem-Solving: A &quot;solution-first&quot; mindset with the ability to navigate technical workflows.</li><li>Tech-Savvy: Proficiency with CRM tools and help desk software.</li><li>Customer-Obsessed: A genuine passion for helping others succeed and a proactive approach to relationship management.</li></ul><p>Remote Work Requirements</p><p>To be successful in this remote role, you must have:</p><ul><li>A Dedicated Workspace: A quiet, professional home office environment free from background noise.</li><li>Stable Connection: High-speed landline internet (Recommended: 20 Mbps Download / 2 Mbps Upload).</li><li>Hardware: Your own reliable laptop and a high-quality headset.</li></ul><p>Additional Details</p><ul><li>Industry: Outsourcing and Offshoring Consulting</li><li>Employment Type: Full-time</li><li>Location: 100% Remote</li></ul><p>Job Type: Full-time</p><p>Pay: E&pound;150.00 - E&pound;250.00 per hour</p><p>Experience:</p><ul><li>Customers success : 1 year (Preferred)</li><li>Saas : 2 years (Required)</li></ul><p>Language:</p><ul><li>English  (Required)</li></ul>

Customer success specialist

Cain Watters & Associates

<div><p><b>Summary/Objective</b></p><p>
Reporting to the Client Success Supervisor, the Client Success Coordinator is responsible for assisting the Client Success Specialists with gathering and providing new client data to the financial planning department (balance sheets, GLs, investment statements, etc.) while maintaining confidentiality of client information.</p><p></p><p><b><br>
Essential Functions</b></p><ul><li>
Maintain various financial planning systems by entering new and updated client account information which may include financial statements, investment holdings, debt schedule, personal lifestyles, and insurance policies</li><li>
Maintain client confidence and protects the Firm by keeping information confidential</li><li>
 Maintain data entry requirements by following Firm processes and procedures</li><li>
Communicate with Client Success Specialist to ensure information is accurate and up to date</li></ul><p></p><p><b><br>
Responsibilities and Duties</b></p><ul><li>
 Review client documents and prepare source data for computer entry by compiling and sorting information</li><li>
 Process client and account source documents by reviewing data for deficiencies</li><li>
 Verify entered client and account data by reviewing, correcting, deleting, or reentering data</li><li>
 Purge files as needed to eliminate duplication of data</li><li>
 Assist Client Success Specialist as needed with communication to securely submit information to third parties</li><li>
 Execute administrative tasks required when the Client Success Team receives new clients</li><li>
 Maintain client database by adding new clients and updating existing client &amp; entity information</li></ul><p></p><p><br>
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.</p><p><b><br>
Education and Experience</b></p><ul><li>
High School diploma or equivalent</li><li>
Established ability to quickly learn new technologies and accurately input data</li><li>
Proficient in Microsoft Office; particularly Microsoft Excel</li><li>
Proven ability to maintain confidentiality</li><li>
Strong organizational and analytical skills</li><li>
Extreme thoroughness and attention to detail</li><li>
Ability to work independently and manage multiple priorities</li><li>
Must be highly motivated and have a positive attitude</li></ul><p></p><p><b><br>
Travel</b></p><p>
No travel is expected for this position.</p><p></p><p><b><br>
Work Environment</b></p><p>
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.</p><p></p><p><b><br>
Physical Demands</b></p><p>
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.</p><p></p><p><b><br>
Position Type and Expected Hours of Work</b></p><p>
This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours and ability to work remotely may be allowed based on management&rsquo;s approval.</p><p></p><p><b>
Job Compensation &amp; Benefits</b><br>
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.</p><p><b><br>
Compensation</b><br>
Minimum: $20.00/hr - Maximum: $25.00/hr USD</p><p></p><p><b>
Benefits</b></p><p>
Heavily subsidized medical insurance options</p><p>
Generous employer HSA contributions</p><p>
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health</p><p>
Dental and Vision plans</p><p>
Unlimited PTO</p><p>
Organization-paid holidays, including an extended Winter Break</p><p>
Safe Harbor 401k Plan</p><p>
Employer-paid professional dues, licenses, and renewals</p><p>
Continuing Education resources</p><p>
Family Planning Assistance Program and Paid Parental Leave</p><p>
Subsidized fitness programs</p><p></p><p><b><br>
CWA has consistently been recognized from rating services and publications such as:</b></p><p>
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)</p><p>
Top Workplaces - Financial Services (2024)</p><p>
Top Workplaces - Culture Excellence (2024)</p><p>
Accounting Today - Top Firm by AUM (2024)</p><p>
USA Today - Top Workplaces (2024, 2025)</p><p>
Accounting Today - Top 100 Firms (2022, 2023)</p><p>
Forbes America's Best Tax &amp; Accounting Firms (2022, 2023)</p><p>
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)</p><p>
Dallas Morning News - Top Workplace (2022, 2023)</p><p>
Accounting Today - Beyond Top 100: Firms to Watch (2020)</p><p>
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)</p><p>
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)</p><p>
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)</p><p></p><p><i>
Cain Watters &amp; Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at </i>hr@cainwatters.com<i>. Your concerns will be handled with the utmost confidentiality and care.</i></p></div>

Client Success Coordinator

PulseMediaNL (LATAM REGION)

<div>
 Position Overview
 <br/>
 <br/>
 We are seeking a proactive and relationship-driven Customer Success Specialist to support and nurture client relationships in a fully remote environment. This role is ideal for professionals who are committed to ensuring customers achieve value from products or services while maintaining high levels of satisfaction and engagement.
 <br/>
 <br/>
 In this position, you will act as a strategic partner to customers, guiding onboarding, monitoring account health, and identifying opportunities to enhance the overall client experience. Your ability to communicate clearly, analyze customer needs, and collaborate across teams will directly contribute to retention and long-term growth.
 <br/>
 <br/>
 This opportunity is well suited for individuals who enjoy building relationships, solving problems, and supporting measurable customer outcomes.
 <br/>
 <br/>
 Key Responsibilities
 <br/>
 <br/>
 <ul>
  <li>
   Serve as a primary point of contact for assigned customer accounts
  </li>
  <li>
   Guide clients through onboarding and product adoption processes
  </li>
  <li>
   Monitor customer engagement and identify opportunities to improve usage
  </li>
  <li>
   Address concerns proactively to reduce churn and increase satisfaction
  </li>
  <li>
   Collaborate with sales, support, and product teams to resolve issues
  </li>
  <li>
   Conduct check-ins, performance reviews, or account updates as needed
  </li>
  <li>
   Track customer health metrics and maintain accurate CRM documentation
  </li>
  <li>
   Identify upsell or expansion opportunities when appropriate
   <br/>
   <br/>
  </li>
 </ul>
 Your work will directly influence customer retention, satisfaction, and overall lifetime value.
 <br/>
 <br/>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Previous experience in customer success, account management, or client services preferred
  </li>
  <li>
   Strong written and verbal communication skills
  </li>
  <li>
   Excellent relationship-building and interpersonal abilities
  </li>
  <li>
   Analytical mindset with the ability to interpret customer metrics
  </li>
  <li>
   Familiarity with CRM systems and customer success platforms
  </li>
  <li>
   Strong organizational and time management skills
  </li>
  <li>
   Comfortable working independently in a remote environment
  </li>
  <li>
   Problem-solving mindset with a proactive approach
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   <br/>
  </li>
 </ul>
 Experience in SaaS, subscription-based services, or B2B environments is a plus.
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 Work Structure
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 <ul>
  <li>
   Fully remote role
  </li>
  <li>
   Flexible scheduling aligned with customer needs and team collaboration
  </li>
  <li>
   Clearly defined performance goals and retention metrics
  </li>
  <li>
   Ongoing professional development and support resources
   <br/>
   <br/>
  </li>
 </ul>
 Engagement Terms
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 <ul>
  <li>
   Independent contractor or employee classification depending on placement
  </li>
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   Weekly payments through supported platforms
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  <li>
   Performance-based incentives may be available
  </li>
  <li>
   Role scope may evolve based on customer portfolio and business needs
   <br/>
   <br/>
  </li>
 </ul>
 Key Skills
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 Customer Success, Account Management, Client Retention, Customer Engagement, CRM Systems, Salesforce, HubSpot, Customer Onboarding, Relationship Management, Customer Satisfaction (CSAT), Net Promoter Score (NPS), Churn Reduction, Upselling, Cross-Selling, Business Communication, Data Analysis, Performance Tracking, Customer Experience (CX), Remote Work, Strategic Planning, Problem Solving, Stakeholder Management
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 Application Process
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 <ul>
  <li>
   Submit your updated resume highlighting relevant customer success or account management experience
  </li>
  <li>
   Qualified candidates can expect follow-up communication within a few business days
   <br/>
   <br/>
  </li>
 </ul>
 We are looking for customer-focused professionals who are passionate about driving client satisfaction, retention, and long-term partnership success in a remote environment.
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Customer Success Specialist - Remote

DIGITAL ERA PROFESSIONAL

<p>DEP LLC is hiring a Bilingual Customer Support Specialist <i><b>(Spanish &amp; English)</b></i> who can maintain strong relationships with existing clients, manage monthly recurring services, and identify upselling opportunities.</p><p>You will play a key role in client retention, satisfaction, and revenue growth.</p><p><i><b>Your Responsibilities</b></i></p><ul><li>Provide customer support to Spanish-speaking and English-speaking clients</li><li>Manage monthly recurring service accounts</li><li>Respond to client inquiries via calls, messages, and emails</li><li>Maintain strong relationships with clients</li><li>Identify opportunities to upsell additional services</li><li>Coordinate with internal teams (SEO, Marketing, Development)</li><li>Maintain records of communication in CRM</li><li>Ensure high customer satisfaction and retention</li></ul><p><i><b>Work Environment at DEP LLC</b></i></p><ul><li>Dinner provided by the company</li><li>Two daily breaks (1 hour + 30 minutes)</li><li>Gaming arena (PS4, Table Tennis, Chess, etc.)</li><li>Female staff drop service</li><li>Separate prayer area</li><li>Cafeteria &amp; team sitting areas</li><li>Free bike parking &amp; on-site security</li><li>Friendly, professional work environment</li></ul><p><i><b>Job Requirements / Specifications</b></i></p><ul><li><b>Education:</b> O/A Levels, Intermediate, or above</li><li><b>Languages:</b> Excellent command over <b>English and Spanish</b> (spoken and written)</li><li>Strong <b>customer service and communication skills</b></li><li>Proficiency in <b>MS Office</b>, especially <b>Microsoft Excel</b></li><li>Ability to manage <b>client communication and recurring service accounts</b></li><li>Strong <b>problem-solving and critical thinking skills</b></li><li>High level of <b>emotional intelligence</b> when dealing with clients</li><li><b>Customer-centric attitude</b> with focus on satisfaction and retention</li><li>Ability to identify <b>upselling opportunities</b> while assisting clients</li><li><b>Self-motivated, assertive, and responsive</b> personality</li><li>Ability to work in a <b>fast-paced team environment</b></li><li><b>Flexibility and adaptability</b> to handle different client situations</li></ul><p><b>Plus Point:</b></p><ul><li>Experience in <b>Customer Support / Client Success</b></li><li>Basic understanding of <b>Digital Marketing services (SEO, Social Media, Google Ads, Websites)</b></li></ul><p><i><b>Growth Opportunity</b></i></p><p>This role can grow into Customer Success Manager / Account Manager positions with higher responsibilities and incentives.</p><p>Job Type: Full-time</p><p>Pay: Rs40,000.00 - Rs50,000.00 per month</p><p>Application Question(s):</p><ul><li>Are you fluent in Spanish?</li><li>Have you handled international clients before?</li></ul><p>Education:</p><ul><li>Intermediate (Required)</li></ul><p>Experience:</p><ul><li>Customer Support: 1 year (Preferred)</li></ul><p>Location:</p><ul><li>Lahore (Required)</li></ul><p>Work Location: In person</p>

Bilingual Customer Support Specialist (Spanish & English) — Onsite, Lahore

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