Client Success Lead
Posted 1ds ago
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Job Description
Client Success / Customer Experience Lead responsible for enhancing client experience in landscaping company. Managing communication and execution across operations for client requests.
Responsibilities:
- Communicate with commercial clients through email, phone, text, client portals, CRM systems, video updates, and virtual meetings.
- Respond to client messages quickly and professionally
- Send clear updates before clients have to chase us
- Explain what happened, what we are doing, who is responsible, and when the next update will happen
- Communicate delays, weather issues, scheduling changes, property concerns, and service updates
- Make clients feel heard without overpromising nonsense we cannot deliver
- Keep communication honest, calm, warm, and professional
- Make us feel like the most organized landscaping company they have ever worked with
- Own the communication loop until the item is completed.
- Capture the issue clearly.
- Ask good questions when the request is vague.
- Confirm property, location, priority, photos, timing, and client expectation.
- Assign or escalate the issue to the correct internal person.
- Track the status until completion.
- Update the client proactively.
- Confirm completion with notes, photos, or internal confirmation when possible.
- Help make sure the company has a clean system for tracking client requests, property issues, service updates, and internal follow-up.
- Create and update tasks.
- Keep CRM/client records clean.
- Track open issues by client/property.
- Prepare simple weekly reports on client issues, aging items, completed items, and recurring concerns.
- Record short Loom-style client updates.
- Show your face on camera while explaining an update.
- Sharing your screen to walk through photos, notes, schedules, open items, or reports.
- Join virtual meetings with clients and internal team meetings.
- Help create a more human, clear, and professional client experience.
- Write excellent English emails and updates.
- Speak clearly and professionally in English.
- Communicate effectively in Spanish.
Requirements:
- 5+ years of customer service, client success, account management, operations coordination, executive assistant, or client-facing admin experience
- 3+ years working directly with U.S.-based clients or U.S.-based companies
- 2+ years working remotely in a role that required independent ownership and follow-up
- Fluent written and spoken English at a professional, client-facing level
- Fluent or highly advanced Spanish communication skills
- Proven experience managing 50+ client/customer interactions, tickets, tasks, or follow-up items per week
- Proven experience tracking issues through a CRM, help desk, project management tool, spreadsheet, or similar system
- Ability to write clear client-facing updates with strong grammar, structure, and tone
- Comfortable recording video updates with yourself on camera
- Comfortable joining virtual client meetings
- Comfortable making phone calls or voice calls when needed
- Strong organization skills with a real personal system for tracking work
- Strong ability to identify problems, recommend solutions, and follow through
- Must be available during core U.S. business hours.













