Advanced Agent Marketing Client Success Support Specialist (Job ID: TIMDEE2)

✨ IMPORTANT ✨ WATCH THIS QUICK LOOM VIDEO ON HOW TO GET HIRED: https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0 C1 ENGLISH LEVEL IS REQUIRED. THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR ENTIRE SHIFT. PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH Advanced Agent Marketing Client Success Support Specialist 🆔 Job ID: TIMDEE2 🏢 Industry: Financial and Advisory Services 🌎 Location: LATAM 🕒 Job Status: Full Time ⏰ Work Schedule: The Client Success Support Specialist must be available during Eastern Standard Time business hours, especially during the hours when clients are actively taking apps, attending appointments, and submitting support requests. (9:00am to 5:00pm EST) 💰 Salary: This role pays approximately $10/hour, depending on experience and fit. 🚀 Target Start Date: ROLE OVERVIEW We are looking for a Client Success Support Specialist to support our Customer Success Managers with client communication, technical questions, CRM updates, app/order tracking, refund and credit-back requests, and basic conflict resolution. This role is ideal for someone who is tech-savvy, highly organized, strong in written English, and comfortable helping clients work through process or technology-related questions. The right person will be able to communicate clearly, keep accurate records, follow up consistently, and make good decisions without needing step-by-step direction for every situation.

Key Responsibilities

The Client Success Support Specialist will assist the Customer Success team by answering client tech questions, helping clients understand apps and internal processes, and making sure client information is accurately updated in the CRM. This person will help monitor client availability, check integrations, track app/order status, and make sure clients understand how many apps they have remaining in their order. This role will also help quality-check disposition calls, confirm that clients are following the correct appointment process, and make sure clients complete required Google Sheets or tracking forms after calls. The specialist will communicate with internal team members about apps that have been requested for credit-back, refund review, or additional follow-up. In addition, this person will support offboarding, document client concerns, and help de-escalate frustrated clients in a professional manner. Common client situations may include refund requests, app credit-back requests, clients saying they were not looking for an annuity, did not want a specific state, had a poor call experience, did not want to join Zoom, or are already working with another advisor. Core Responsibilities Client Support Answer client questions, provide written support, and help resolve basic client issues. Technical Assistance Help clients with app-related questions, tool access, integrations, and process confusion. CRM Updates Update client records, track availability, document issues, and maintain clean client data. App & Order Tracking Make sure clients receive apps on time and understand how many apps remain in their order. Credit-Back & Refund Support Track requests, communicate status internally, and gather context needed for review. Process Follow-Up Ensure clients follow the appointment process and complete required Google Sheets after calls. Conflict Resolution Help diffuse client frustration and escalate issues appropriately when needed. Offboarding Support Assist with client offboarding, documentation, and final communication steps. Required Skills and Experience The ideal candidate must be comfortable working across multiple systems and communicating quickly with both clients and internal team members. Experience with GoHighLevel/GHL and Slack is required. Strong written English is also important because this role involves client communication, internal updates, and accurate documentation. We are not looking for someone who is simply “point and shoot.” This person needs to understand the situation, use good judgment, and decide when to resolve an issue directly versus when to escalate it to a Customer Success Manager or backend closer. Apply To This Job