Technical Client Success Specialist - Remote

Overview

ClearView CRM is seeking a Technical Client Success Specialist to manage a portfolio of nonprofit clients, providing expert guidance, high-level technical support, and strategic account management.

In Short

• Serve as the primary point of contact for client communications.
• Provide education, support, and communication to clients.
• Build and maintain strong client relationships.
• Deliver updates on support tickets and projects.
• Ensure responsiveness to client needs.
• Identify opportunities to optimize product use.
• Collect and document requirements for services.
• Assist in testing and validating custom work.
• Maintain accurate client account details.
• Provide Tier 1 and Tier 2 technical support.

Requirements

• Minimum two years of experience in client success or technical support.
• Proven analytical and problem-solving skills.
• Excellent customer service and interpersonal skills.
• Strong communication skills, both written and verbal.
• High attention to detail and strong documentation practices.
• Experience managing a portfolio of clients.
• Exceptional time management and organizational skills.
• Self-motivated and able to work independently.
• Eagerness to learn new tools and systems.
• Confidence discussing project scopes with clients.

Benefits

• Employee referral bonus program.
• Flexible paid vacation/personal time policy.
• 6 weeks paid parental leave.
• Discretionary bonuses and long-term incentives.
• Comprehensive total compensation package.