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.