Posted 5d ago
At Near, we help top talent in Latin America find remote roles with U.S. companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.
Our client is an innovative software-driven company that builds custom internal tools to help small business owners (typically teams under 25 employees) operate more efficiently and grow. They work as a distributed team and rely heavily on async communication, strong ownership, and clear processes to deliver outstanding outcomes for their clients.
Overview
We’re looking for a Client Success Specialist to support the Client Success team with a variety of administrative, technical, and process-driven tasks.
This role is ideal for someone who enjoys working with software platforms, learning new tools quickly, and keeping systems organized behind the scenes. You’ll be responsible for supporting the full Client Life Cycle and setup processes, managing information across multiple systems, assisting with CRM-related tasks, directing and evaluating AI-generated content, and helping ensure day-to-day operations within Client Success run smoothly.
This position is focused on client management, operational execution, systems management, and supporting the team through technology and process-driven work.
Responsibilities
Support internal Client Success and Client onboarding processes working alongside the CS teams.
Work within GoHighLevel, and other CRM or business platforms to manage and organize information.
Collect, organize, and input client data into company systems and workflows.
Assist with account setup and configuration across different platforms and software tools.
Support website, domain, and account-related administrative tasks.
Direct, review and evaluate AI-generated outputs using established quality standards and guidelines.
Use AI tools such as Claude Code and ChatGPT to assist with Client Success workflows and administrative tasks.
Maintain accurate records, documentation, and process tracking.
Follow established SOPs while identifying opportunities for greater efficiency.
Learn and navigate custom internal software tools.
Troubleshoot basic platform and system issues and escalate when necessary.
Collaborate closely with internal team members to ensure tasks are completed accurately and on time.
Engage with Clients in strategy, delivery, onboarding and ongoing support through all stages of the client lifecycle.
Skills & Qualifications
2+ years of experience in Client Success, Virtual Assistance, Administrative Support, Project Coordination, or similar roles.
Experience working with CRM platforms and business software tools.
Hands-on experience with GoHighLevel.
Experience dealing with Business Owners and clients.
Strong organizational skills and exceptional attention to detail.
Comfortable learning and adapting to new software quickly.
Experience using Google Workspace and Slack.
Excellent written English communication skills.
Ability to manage multiple priorities and work independently in a remote environment.
Proactive mindset with strong problem-solving abilities.
Comfort using AI tools such as ChatGPT, Claude code, or similar platforms to improve efficiency and complete daily tasks.
Experience with HubSpot, Salesforce, Pipedrive, or other CRM platforms.
Familiarity with website domains, DNS settings, website integrations, and account setup processes.
Experience working in startups, agencies, or fast-paced remote companies.
Experience creating or improving SOPs and operational processes.
Exposure to automation tools such as Zapier, Make, or similar platforms.
Experience supporting Client Success, Marketing Operations, or Revenue Operations teams.
Schedule
Full-time, Monday–Friday, strong overlap with PST.
Perks — What’s in it for you?
Unlimited PTO (Within Reason and pending approval from direct manager)
12 U.S. public holidays (final list to be confirmed with the client)
Year-end bonus typically equivalent to 1 month’s salary (for team members with at least 3 months tenure and subject to company performance)