Client Success Assistant - NEW

PLEASE READ: Due to an overwhelming number of applications, we have d ---------- to change the application process. If you are interested in applying, please email the following to ---------- Client Success Assistant - [YOUR NAME]
Include a 100-word write-up for why you would be a strong fit for the position and please include a brief video introduction as well.

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### **Background on AppraiseItNow**

AppraiseItNow is a tech-enabled appraisal services company that streamlines the valuation process for individuals, businesses, and institutions. We deliver USPAP-compliant appraisals across a wide range of asset types through a network of independent appraisers; everything from fine art and furniture to inventory and equipment. Our goal is to provide fast, accurate, and legally defensible valuation reports without requiring in-person visits.

The company was founded in 2022 and recently acquired by an existing minority partner in November 2024. Since the acquisition 13 months ago, the business has grown by 8X through improved sales processes and systems. The business is highly automated and invests aggressively in building new technology on both the sales & fulfillment sides.

Up until this point, the owner has been the only full-time employee, and they are now looking to bring on an entrepreneurial, sales- and detail-oriented Client Success Assistant to support our Client Success Manager from when a new lead submits a request to when the final appraisal report is delivered.

### **About the Role**

As a Client Success Assistant, you will be a core part of our appraisal fulfillment team. You’ll be responsible for supporting the team on managing incoming leads, reviewing client information, reviewing and polishing appraisal reports in Google Docs, and maintaining data integrity within our CRM and project management systems. Your goal will be to improve the speed of our appraisal fulfillment.

You will work directly and closely with the owner of our company, and report into our Client Success Manager; this will be an ideal learning opportunity for someone looking for experience building a business from the ground up.

### **Core Work & KPIs**

- ***Project Management (50%)***
- Review client submission to ensure all necessary data is synced properly
- Fielding inbound client notes and updating client files accordingly
- Assigning projects to contractors based on detailed instructions
- Set fees and deadlines
- Approve appraiser bids
- Follow up with appraisers as needed to ensure reports are submitted on time
- Reviewing & formatting appraisal reports
- Approving & Sending Appraisal Reports
- ***Client Support (25%)***
- Respond to questions from new leads
- Support sales team with administrative tasks to improve close rates
- ***Additional Admin (25%)***
- Supporting with sales, finance, marketing, and operations tasks

### **Our Tech Stack**

- Attio for CRM
- Airtable for Project Management
- Google Drive for File Management
- Google Docs for Appraisal Reports
- Missive for Collaborative Email & SMS