Client Success Team Assistant

About You
You are looking for a full-time remote position working 8 a.m.—5 p.m. US Eastern Standard Time. You are excited about working with a high-growth global team to provide general administrative and organizational assistance in support of our clients.

Working closely with the Client Success and Operational teams, you will be responsible for assisting with client follow-up, transcribing call recordings, coordinating action items, and providing general administrative support to the team as needed. An organizational pro, you thrive in the routine and in helping your teaUpgrade to see actual infombers prioritize and organize their client-related tasks so that we can provide exemplary service to clients.

As an experienced Assistant, you can independently prioritize tasks and use these prioritization skills to assist other teaUpgrade to see actual infombers with their priority matters. A skilled “friendly firm” communicator, you can adapt your communications to emphasize importance without causing offense.

Responsibilities
Monitor the Client Success inbox that receives inbound messages from our clients.
Triage incoming messages, communicating with the team in the appropriate channel depending on the urgency of the message.
Respond to clients in a timely manner, acknowledging their requests and providing them with the assurance of our assistance based on standard process timelines and the urgency of the communication.
Review call recordings for client meetings and transcribe notes into Asana.
Task action items in Asana from both client call recordings and inbound emails.
Follow-up with teaUpgrade to see actual infombers as needed so that priority matters are handled by deadlines.
Assist with monthly report distribution.
Collaborate with sales, finance, and operational teams to help keep projects on track.
Assist with creating or maintaining process documentation.

Mandatory Skills
2-3 years of routine administrative experience, which involved data entry, written client communications, and overall organizational assistance.
Strong spoken and written English communication skills
Experience with project management tools similar to Asana, Notion
Experience with communication tools such as Slack, Teams
Experience scheduling calls on Google Meet & Zoom
Enjoyment in routine - some of the more repetitive tasks that others may find monotonous, you find enjoyable
Excellent organizational skills and attention to detail
Ability to work independently
Highly motivated and have a positive attitude
Ability to shift priorities quickly when necessary

Preferred but Not Required
Experience with digital marketing, allowing for familiarity with services & terminology
Familiarity with using AI to generate communications - allowing for efficiency without too much repetition in messages.
Experience providing quality assurance of written communications and client-facing documentation.

How to Apply:
In order to be considered for the role, please complete the online application - Upgrade to see actual info.