Client Success Assistant

Employer based in · Remote

Hiring talent from: all countries

Client Success Assistant Key Responsibilities: • Email Management - Filtering, categorization and cleanup • Calendar management - Schedule meetings, send invites and reminders • Answering phone calls - Both personal and business- related • Client Care - Follow-up, sending thank you, gifts and other reminder emails • Manage and organize files (Google sheet and Google drive) • Creating basic reports - weekly, monthly and annual reports, deliverables and sales • CRM Management - Data entry, clean up, updating notes and information • Taking down notes for minutes of meetings • Manage day-to-day client communication and follow-ups • Track outstanding requirements, deadlines, deliverables, and next steps • Maintain accurate client statuses and notes in Salesforce and internal trackers • Coordinate document collection, intake forms, questionnaires, surveys, and agreements • Follow up on signatures, invoices, payments, and outstanding documentation • Coordinate with Client Success, Fulfillment, Finance, Sales, and other internal teams • Schedule client calls and coordinate internal availability • Monitor accounts for stalled items, missed follow-ups, or communication gaps and proactively flag them • Draft clear and professional client and service-partner communications • Escalate client concerns, deadline risks, or unclear requests promptly • Maintain organized records of client communications and project progress • Assist with pipeline updates, reporting, and other Client Success administrative needs Qualifications & Experience Strong written and verbal communication skills Highly organized, detail-oriented, proactive, and reliable Experience in client success, customer support, administrative support, or virtual assistance Comfortable communicating professionally with clients, service partners, and internal teams Strong follow-through and ability to manage multiple clients and deadlines simultaneously Good judgment in client-facing communication and knowing when an issue should be escalated Experience managing client follow-ups and tracking multiple projects through different stages Experience with CRMs, spreadsheets, document management, and client tracking Salesforce experience is strongly preferred Experience in tax, accounting, financial services, or other professional services is a plus Comfortable working remotely with a distributed team List of tools or apps that you would like your VA to be familiar with Salesforce Adobe Gmail Google Workspace Slack Marq Sharefile