Precision Talent

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Category Customer Support

Vestige: Client Relations Specialist (Full Time Contractor)

Headquarters: BVI

URL: https://vestigeholdingsgroup.com/

The Client Relations Specialist is a highly client-facing role responsible for managing real-time communication, onboarding, and ongoing support for both prospective and active clients.

Reporting to the Vice President and working closely with the Head of Client Relations, this individual serves as a primary point of contact across all communication channels — email, phone, text, and video — ensuring a seamless, responsive, and high-touch client experience.

This role is deeply embedded in the client lifecycle, frequently joining sales calls to initiate onboarding, supporting transaction requests, conducting client check-ins, and proactively following up to ensure all client activity — including deposits, withdrawals, broker requests, portal access, and event participation — is completed accurately and efficiently.

The ideal candidate is highly responsive, client-first, and brings a positive, solutions-oriented approach to every interaction, ensuring clients feel supported and confident at all times.

 


 

Key Responsibilities

Client Engagement & Communication

  • Serve as a primary, front-line point of contact for both prospective and active clients.

  • Communicate with clients throughout the day via email, phone, text, and video calls.

  • Be readily available to support clients in real time, including while they are at the bank initiating wires or requesting account actions.

  • Provide immediate guidance on wire instructions, funding confirmations, withdrawal processes, and portal access.

  • Join live sales calls (often without advance notice) to introduce onboarding and begin the account setup process immediately upon client commitment.

  • Conduct proactive client outreach, including check-ins to ensure client satisfaction and engagement.

  • Contact clients to confirm attendance for firm events and ensure a strong client experience.

  • Deliver a high-touch, patient, and professional experience — confidently guiding clients through questions and processes with clarity and positivity.

  • Adhere to all company communication standards, SLAs, and established processes.

 


 

Client Onboarding & Account Activation

  • Lead the onboarding process from initial introduction through account activation with each client.

  • Guide clients in real-time through onboarding steps, documentation, and account setup.

  • Collect and verify KYC documentation; coordinate directly with brokers for application processing and funding.

  • Coordinate with the tech team to provision and troubleshoot client portal access during onboarding.

  • Ensure a seamless transition from sales to active client with minimal friction or delay.

 


 

Client Support, Follow-Up & Retention

  • Proactively follow up with clients on outstanding requests, documentation, account actions, and portal access needs.

  • Track and follow up on deposit activity, including wires not yet received by the broker.

  • Coordinate withdrawal requests, including submission, tracking, and ongoing follow-ups with brokers.

  • Manage and fulfill broker document requests for active client accounts, ensuring timely collection and submission of required materials.

  • Coordinate with the tech team to resolve client portal access issues and ensure a smooth user experience.

  • Communicate clearly with clients regarding any additional documentation or system access needed to maintain or service their accounts.

  • Conduct regular client check-ins to ensure satisfaction and identify any issues early.

  • Ensure all client requests are completed accurately, efficiently, and with clear communication.

 


 

Transaction Support & Tracking

  • Act as the central point of coordination for all client transaction activity.

  • Track deposits, withdrawals, and account funding status from initiation through completion.

  • Liaise with brokers and internal teams to ensure timely processing and issue resolution.

  • Maintain clear visibility and communication with clients regarding transaction timelines and status.

 


 

Client Communications & Inbox Management

  • Manage onboarding and client support inboxes as high-volume communication channels.

  • Monitor, triage, and respond to incoming client and prospect inquiries in real time.

  • Respond to introducer-related emails within the support inbox and coordinate with the Vice President as needed.

  • Escalate urgent or complex issues to the Vice President or coordinate internally as needed.

  • Maintain communication logs and ensure no client or introducer request goes unaddressed.

  • Follow all company communication standards, SLAs, and response protocols.

 


 

Broker & Internal Coordination

  • Work directly with partner brokers to coordinate account setup, deposits, withdrawals, and ongoing account maintenance.

  • Track and manage broker requests, including documentation, updates, and compliance-related items for active clients.

  • Collaborate with the Head of Client Relations on outreach, follow-ups, and overall client experience.

  • Coordinate with the tech team on client portal access, permissions, and issue resolution.

  • Coordinate with Sales and Trading teams to ensure alignment across the client lifecycle.

  • Maintain organized records of all client interactions, transactions, and documentation.

 


 

Executive & Operational Support

  • Support the Vice President with additional tasks, client-related initiatives, and operational needs as requested.

  • Assist with tracking, reporting, and follow-ups tied to client activity and firm initiatives.

  • Maintain accurate CRM records, onboarding data, and client documentation.

  • Ensure all processes are compliant, documented, and audit-ready.

 


 

Qualifications

  • 2–4 years of experience in a client-facing role (client services, onboarding, account management, or similar; financial services preferred).

  • Strong communication skills with confidence speaking to clients across phone, video, and written channels.

  • Comfortable being highly available and responsive throughout the day for real-time client needs.

  • Naturally positive, patient, and client-focused with the ability to guide clients through questions with clarity and professionalism.

  • Highly organized with strong attention to detail and follow-through.

  • Ability to manage multiple conversations, requests, and priorities simultaneously.

  • Proficiency in CRM systems, Google Workspace, and communication tools.

  • Experience working cross-functionally with technical teams or supporting client-facing platforms is a plus.

  • Professional demeanor with high integrity and discretion in handling client information.

  • Internet and phone access required

 


 

Position Details

  • Hiring Location: Canada

  • Type: Full Time Contractor

  • Time Zone: Central Time (or comfortably work in Central)

  • Travel: 2-3x per year

  • Language: English (required) and French (preferred)

  • Compensation: $65,000 USD + $150 USD per new onboarded and funded account

 

To apply: https://weworkremotely.com/remote-jobs/vestige-client-relations-specialist-full-time-contractor

Vestige: Client Relations Specialist (Full Time Contractor)

Headquarters: BVI

URL: https://vestigeholdingsgroup.com/

The Client Relations Specialist is a highly client-facing role responsible for managing real-time communication, onboarding, and ongoing support for both prospective and active clients.

Reporting to the Vice President and working closely with the Head of Client Relations, this individual serves as a primary point of contact across all communication channels — email, phone, text, and video — ensuring a seamless, responsive, and high-touch client experience.

This role is deeply embedded in the client lifecycle, frequently joining sales calls to initiate onboarding, supporting transaction requests, conducting client check-ins, and proactively following up to ensure all client activity — including deposits, withdrawals, broker requests, portal access, and event participation — is completed accurately and efficiently.

The ideal candidate is highly responsive, client-first, and brings a positive, solutions-oriented approach to every interaction, ensuring clients feel supported and confident at all times.

 


 

Key Responsibilities

Client Engagement & Communication

  • Serve as a primary, front-line point of contact for both prospective and active clients.

  • Communicate with clients throughout the day via email, phone, text, and video calls.

  • Be readily available to support clients in real time, including while they are at the bank initiating wires or requesting account actions.

  • Provide immediate guidance on wire instructions, funding confirmations, withdrawal processes, and portal access.

  • Join live sales calls (often without advance notice) to introduce onboarding and begin the account setup process immediately upon client commitment.

  • Conduct proactive client outreach, including check-ins to ensure client satisfaction and engagement.

  • Contact clients to confirm attendance for firm events and ensure a strong client experience.

  • Deliver a high-touch, patient, and professional experience — confidently guiding clients through questions and processes with clarity and positivity.

  • Adhere to all company communication standards, SLAs, and established processes.

 


 

Client Onboarding & Account Activation

  • Lead the onboarding process from initial introduction through account activation with each client.

  • Guide clients in real-time through onboarding steps, documentation, and account setup.

  • Collect and verify KYC documentation; coordinate directly with brokers for application processing and funding.

  • Coordinate with the tech team to provision and troubleshoot client portal access during onboarding.

  • Ensure a seamless transition from sales to active client with minimal friction or delay.

 


 

Client Support, Follow-Up & Retention

  • Proactively follow up with clients on outstanding requests, documentation, account actions, and portal access needs.

  • Track and follow up on deposit activity, including wires not yet received by the broker.

  • Coordinate withdrawal requests, including submission, tracking, and ongoing follow-ups with brokers.

  • Manage and fulfill broker document requests for active client accounts, ensuring timely collection and submission of required materials.

  • Coordinate with the tech team to resolve client portal access issues and ensure a smooth user experience.

  • Communicate clearly with clients regarding any additional documentation or system access needed to maintain or service their accounts.

  • Conduct regular client check-ins to ensure satisfaction and identify any issues early.

  • Ensure all client requests are completed accurately, efficiently, and with clear communication.

 


 

Transaction Support & Tracking

  • Act as the central point of coordination for all client transaction activity.

  • Track deposits, withdrawals, and account funding status from initiation through completion.

  • Liaise with brokers and internal teams to ensure timely processing and issue resolution.

  • Maintain clear visibility and communication with clients regarding transaction timelines and status.

 


 

Client Communications & Inbox Management

  • Manage onboarding and client support inboxes as high-volume communication channels.

  • Monitor, triage, and respond to incoming client and prospect inquiries in real time.

  • Respond to introducer-related emails within the support inbox and coordinate with the Vice President as needed.

  • Escalate urgent or complex issues to the Vice President or coordinate internally as needed.

  • Maintain communication logs and ensure no client or introducer request goes unaddressed.

  • Follow all company communication standards, SLAs, and response protocols.

 


 

Broker & Internal Coordination

  • Work directly with partner brokers to coordinate account setup, deposits, withdrawals, and ongoing account maintenance.

  • Track and manage broker requests, including documentation, updates, and compliance-related items for active clients.

  • Collaborate with the Head of Client Relations on outreach, follow-ups, and overall client experience.

  • Coordinate with the tech team on client portal access, permissions, and issue resolution.

  • Coordinate with Sales and Trading teams to ensure alignment across the client lifecycle.

  • Maintain organized records of all client interactions, transactions, and documentation.

 


 

Executive & Operational Support

  • Support the Vice President with additional tasks, client-related initiatives, and operational needs as requested.

  • Assist with tracking, reporting, and follow-ups tied to client activity and firm initiatives.

  • Maintain accurate CRM records, onboarding data, and client documentation.

  • Ensure all processes are compliant, documented, and audit-ready.

 


 

Qualifications

  • 2–4 years of experience in a client-facing role (client services, onboarding, account management, or similar; financial services preferred).

  • Strong communication skills with confidence speaking to clients across phone, video, and written channels.

  • Comfortable being highly available and responsive throughout the day for real-time client needs.

  • Naturally positive, patient, and client-focused with the ability to guide clients through questions with clarity and professionalism.

  • Highly organized with strong attention to detail and follow-through.

  • Ability to manage multiple conversations, requests, and priorities simultaneously.

  • Proficiency in CRM systems, Google Workspace, and communication tools.

  • Experience working cross-functionally with technical teams or supporting client-facing platforms is a plus.

  • Professional demeanor with high integrity and discretion in handling client information.

  • Internet and phone access required

 


 

Position Details

  • Hiring Location: Canada

  • Type: Full Time Contractor

  • Time Zone: Central Time (or comfortably work in Central)

  • Travel: 2-3x per year

  • Language: English (required) and French (preferred)

  • Compensation: $65,000 USD + $150 USD per new onboarded and funded account

 

To apply: https://weworkremotely.com/remote-jobs/vestige-client-relations-specialist-full-time-contractor

Vestige: Client Relations Specialist (Full Time Contractor)

Headquarters: BVI

URL: https://vestigeholdingsgroup.com/

The Client Relations Specialist is a highly client-facing role responsible for managing real-time communication, onboarding, and ongoing support for both prospective and active clients.

Reporting to the Vice President and working closely with the Head of Client Relations, this individual serves as a primary point of contact across all communication channels — email, phone, text, and video — ensuring a seamless, responsive, and high-touch client experience.

This role is deeply embedded in the client lifecycle, frequently joining sales calls to initiate onboarding, supporting transaction requests, conducting client check-ins, and proactively following up to ensure all client activity — including deposits, withdrawals, broker requests, portal access, and event participation — is completed accurately and efficiently.

The ideal candidate is highly responsive, client-first, and brings a positive, solutions-oriented approach to every interaction, ensuring clients feel supported and confident at all times.

 


 

Key Responsibilities

Client Engagement & Communication

  • Serve as a primary, front-line point of contact for both prospective and active clients.

  • Communicate with clients throughout the day via email, phone, text, and video calls.

  • Be readily available to support clients in real time, including while they are at the bank initiating wires or requesting account actions.

  • Provide immediate guidance on wire instructions, funding confirmations, withdrawal processes, and portal access.

  • Join live sales calls (often without advance notice) to introduce onboarding and begin the account setup process immediately upon client commitment.

  • Conduct proactive client outreach, including check-ins to ensure client satisfaction and engagement.

  • Contact clients to confirm attendance for firm events and ensure a strong client experience.

  • Deliver a high-touch, patient, and professional experience — confidently guiding clients through questions and processes with clarity and positivity.

  • Adhere to all company communication standards, SLAs, and established processes.

 


 

Client Onboarding & Account Activation

  • Lead the onboarding process from initial introduction through account activation with each client.

  • Guide clients in real-time through onboarding steps, documentation, and account setup.

  • Collect and verify KYC documentation; coordinate directly with brokers for application processing and funding.

  • Coordinate with the tech team to provision and troubleshoot client portal access during onboarding.

  • Ensure a seamless transition from sales to active client with minimal friction or delay.

 


 

Client Support, Follow-Up & Retention

  • Proactively follow up with clients on outstanding requests, documentation, account actions, and portal access needs.

  • Track and follow up on deposit activity, including wires not yet received by the broker.

  • Coordinate withdrawal requests, including submission, tracking, and ongoing follow-ups with brokers.

  • Manage and fulfill broker document requests for active client accounts, ensuring timely collection and submission of required materials.

  • Coordinate with the tech team to resolve client portal access issues and ensure a smooth user experience.

  • Communicate clearly with clients regarding any additional documentation or system access needed to maintain or service their accounts.

  • Conduct regular client check-ins to ensure satisfaction and identify any issues early.

  • Ensure all client requests are completed accurately, efficiently, and with clear communication.

 


 

Transaction Support & Tracking

  • Act as the central point of coordination for all client transaction activity.

  • Track deposits, withdrawals, and account funding status from initiation through completion.

  • Liaise with brokers and internal teams to ensure timely processing and issue resolution.

  • Maintain clear visibility and communication with clients regarding transaction timelines and status.

 


 

Client Communications & Inbox Management

  • Manage onboarding and client support inboxes as high-volume communication channels.

  • Monitor, triage, and respond to incoming client and prospect inquiries in real time.

  • Respond to introducer-related emails within the support inbox and coordinate with the Vice President as needed.

  • Escalate urgent or complex issues to the Vice President or coordinate internally as needed.

  • Maintain communication logs and ensure no client or introducer request goes unaddressed.

  • Follow all company communication standards, SLAs, and response protocols.

 


 

Broker & Internal Coordination

  • Work directly with partner brokers to coordinate account setup, deposits, withdrawals, and ongoing account maintenance.

  • Track and manage broker requests, including documentation, updates, and compliance-related items for active clients.

  • Collaborate with the Head of Client Relations on outreach, follow-ups, and overall client experience.

  • Coordinate with the tech team on client portal access, permissions, and issue resolution.

  • Coordinate with Sales and Trading teams to ensure alignment across the client lifecycle.

  • Maintain organized records of all client interactions, transactions, and documentation.

 


 

Executive & Operational Support

  • Support the Vice President with additional tasks, client-related initiatives, and operational needs as requested.

  • Assist with tracking, reporting, and follow-ups tied to client activity and firm initiatives.

  • Maintain accurate CRM records, onboarding data, and client documentation.

  • Ensure all processes are compliant, documented, and audit-ready.

 


 

Qualifications

  • 2–4 years of experience in a client-facing role (client services, onboarding, account management, or similar; financial services preferred).

  • Strong communication skills with confidence speaking to clients across phone, video, and written channels.

  • Comfortable being highly available and responsive throughout the day for real-time client needs.

  • Naturally positive, patient, and client-focused with the ability to guide clients through questions with clarity and professionalism.

  • Highly organized with strong attention to detail and follow-through.

  • Ability to manage multiple conversations, requests, and priorities simultaneously.

  • Proficiency in CRM systems, Google Workspace, and communication tools.

  • Experience working cross-functionally with technical teams or supporting client-facing platforms is a plus.

  • Professional demeanor with high integrity and discretion in handling client information.

  • Internet and phone access required

 


 

Position Details

  • Hiring Location: Canada

  • Type: Full Time Contractor

  • Time Zone: Central Time (or comfortably work in Central)

  • Travel: 2-3x per year

  • Language: English (required) and French (preferred)

  • Compensation: $65,000 USD + $150 USD per new onboarded and funded account

 

To apply: https://weworkremotely.com/remote-jobs/vestige-client-relations-specialist-full-time-contractor

Homecare Pro: Customer Success Associate

Headquarters:

URL: https://homecarepro.io

JD – Customer Success Associate

Location: Remote

Type: Full-time

About Homecare Pro

Homecare Pro is the HR automation platform for home care agencies. Our vision is a world where care teams focus on delivering in-home care without the burden of administrative HR work. We combine caregiver onboarding, credentialing, and HR compliance into a blended SaaS and managed services platform, helping agencies recruit faster and expand their capacity to deliver high-quality care.

In less than two years, our small and fully remote team has grown to serve over 500 home care locations. Our profitable, bootstrapped growth comes from customer-obsession and moving quickly to meet this segment’s unique needs.

Why should you be part of our success story?

At Homecare Pro, we expect one another to operate with outsized ownership and adapt as the company grows. We believe in empowerment, earning trust, and making an impact. Joining Homecare Pro means becoming part of a collaborative, fast-moving team where your work directly enables care delivery. This is a unique opportunity to:

  • Work alongside serial founders with multiple successful exits at an early stage.

  • Gain transparency into the inner workings of a profitable and rapidly growing small business.

  • Take on meaningful responsibility early, with room to grow your role and scope over time.

  • Enjoy competitive salaries paired with above-market equity.

About you

  • You are early in your career and excited to build a foundation in customer success at a fast-growing company. This may be your first full-time job out of college. What matters most is the energy, curiosity, and learning mindset you bring.

  • You care deeply about helping customers succeed. You follow through, notice details others might miss, and take pride in being helpful, responsive, and reliable. You are an exceptional written and verbal communicator who can build trust with people across different backgrounds, roles, and levels of technical comfort.

  • Service is a fundamental part of Homecare Pro’s service; the way we respond, guide, and partner with agencies makes them feel supported and view us as essential to their success. In this role, you will strive to deliver that experience every day.

  • To succeed in this role, you will need to be organized, adaptable, and eager to improve. You welcome feedback, learn quickly, and bring a thoughtful approach to your work. You are excited by the opportunity to become a trusted partner to customers while developing a strong understanding of how our product works and how home care agencies operate.

This role is ideal for someone who wants to grow quickly at the intersection of service, operations, and technology. Over time, you will have the opportunity to take on more ownership, deepen your product expertise, and help shape how Homecare Pro scales its customer success function.

Responsibilities

  • Serve as a day-to-day point of contact for customers, delivering thoughtful, timely, and high-quality support across email, calls, and other communication channels.

  • Support new customers through onboarding, account setup, training, and follow-through on key implementation steps.

  • Build trusted relationships with agency users by understanding their goals, answering questions clearly, and helping them use Homecare Pro with confidence.

  • Learn the Homecare Pro platform in depth so you can guide customers on workflows, troubleshoot issues, and recommend practical next steps.

  • Own customer questions and problems from start to finish, coordinating internally when needed and ensuring customers feel supported throughout the process.

  • Escalate bugs, product gaps, and complex issues with clear documentation so internal teams can act quickly and effectively.

  • Identify themes in customer questions, challenges, and feedback, and share insights that help improve the product, training materials, and internal processes.

  • Create and maintain internal playbooks, help center content, and reusable customer resources that make support more consistent and scalable.

  • Monitor customer engagement and account health, proactively following up when customers may be stuck, underusing the platform, or at risk of frustration.

  • Partner cross-functionally with operations, product, and leadership to ensure the voice of the customer is reflected in how Homecare Pro evolves.

  • Contribute to continuous improvement by finding ways to make the customer experience smoother, the team more effective, and the business better over time.

Qualifications

  • Willing and able to work US Western Time hours.

  • Bachelor’s degree or equivalent practical experience.

  • 0–2 years of professional experience.

  • Excellent written and verbal communication skills, with the ability to build trust with people from different backgrounds, roles, and levels of technical comfort.

  • Strong interpersonal skills and a genuine desire to help customers succeed.

  • Empathy, patience, and a service-oriented mindset.

  • Eagerness to learn quickly, absorb feedback, and build deep knowledge of the product, customers, and home care industry over time.

  • Highly organized and detail-oriented, with the ability to manage follow-up, keep track of multiple workstreams, and consistently close loops.

  • A proactive, resourceful approach to problem-solving, including the ability to investigate issues thoughtfully and escalate clearly when needed.

  • Comfort learning and working within software platforms, workflows, and internal tools in a fast-paced environment.

  • Ability to adapt as processes evolve and the company grows while maintaining a high standard of quality and responsiveness.

  • Bonus: prior internship, part-time, or full-time experience in a customer-facing role such as customer success, support, sales, operations, teaching, recruiting, hospitality, retail, or community management.

  • Bonus: experience creating documentation, training materials, or written resources for customers or internal teams.

Diverse teams build better products and stronger companies. Homecare Pro welcomes people of every background, identity, and experience. If you’re excited about the role but don’t meet every qualification, we still encourage you to apply.

To apply: https://weworkremotely.com/remote-jobs/homecare-pro-customer-success-associate

Vestige: Client Relations Specialist (Full Time Contractor)

Headquarters: BVI

URL: https://vestigeholdingsgroup.com/

The Client Relations Specialist is a highly client-facing role responsible for managing real-time communication, onboarding, and ongoing support for both prospective and active clients.

Reporting to the Vice President and working closely with the Head of Client Relations, this individual serves as a primary point of contact across all communication channels — email, phone, text, and video — ensuring a seamless, responsive, and high-touch client experience.

This role is deeply embedded in the client lifecycle, frequently joining sales calls to initiate onboarding, supporting transaction requests, conducting client check-ins, and proactively following up to ensure all client activity — including deposits, withdrawals, broker requests, portal access, and event participation — is completed accurately and efficiently.

The ideal candidate is highly responsive, client-first, and brings a positive, solutions-oriented approach to every interaction, ensuring clients feel supported and confident at all times.

 


 

Key Responsibilities

Client Engagement & Communication

  • Serve as a primary, front-line point of contact for both prospective and active clients.

  • Communicate with clients throughout the day via email, phone, text, and video calls.

  • Be readily available to support clients in real time, including while they are at the bank initiating wires or requesting account actions.

  • Provide immediate guidance on wire instructions, funding confirmations, withdrawal processes, and portal access.

  • Join live sales calls (often without advance notice) to introduce onboarding and begin the account setup process immediately upon client commitment.

  • Conduct proactive client outreach, including check-ins to ensure client satisfaction and engagement.

  • Contact clients to confirm attendance for firm events and ensure a strong client experience.

  • Deliver a high-touch, patient, and professional experience — confidently guiding clients through questions and processes with clarity and positivity.

  • Adhere to all company communication standards, SLAs, and established processes.

 


 

Client Onboarding & Account Activation

  • Lead the onboarding process from initial introduction through account activation with each client.

  • Guide clients in real-time through onboarding steps, documentation, and account setup.

  • Collect and verify KYC documentation; coordinate directly with brokers for application processing and funding.

  • Coordinate with the tech team to provision and troubleshoot client portal access during onboarding.

  • Ensure a seamless transition from sales to active client with minimal friction or delay.

 


 

Client Support, Follow-Up & Retention

  • Proactively follow up with clients on outstanding requests, documentation, account actions, and portal access needs.

  • Track and follow up on deposit activity, including wires not yet received by the broker.

  • Coordinate withdrawal requests, including submission, tracking, and ongoing follow-ups with brokers.

  • Manage and fulfill broker document requests for active client accounts, ensuring timely collection and submission of required materials.

  • Coordinate with the tech team to resolve client portal access issues and ensure a smooth user experience.

  • Communicate clearly with clients regarding any additional documentation or system access needed to maintain or service their accounts.

  • Conduct regular client check-ins to ensure satisfaction and identify any issues early.

  • Ensure all client requests are completed accurately, efficiently, and with clear communication.

 


 

Transaction Support & Tracking

  • Act as the central point of coordination for all client transaction activity.

  • Track deposits, withdrawals, and account funding status from initiation through completion.

  • Liaise with brokers and internal teams to ensure timely processing and issue resolution.

  • Maintain clear visibility and communication with clients regarding transaction timelines and status.

 


 

Client Communications & Inbox Management

  • Manage onboarding and client support inboxes as high-volume communication channels.

  • Monitor, triage, and respond to incoming client and prospect inquiries in real time.

  • Respond to introducer-related emails within the support inbox and coordinate with the Vice President as needed.

  • Escalate urgent or complex issues to the Vice President or coordinate internally as needed.

  • Maintain communication logs and ensure no client or introducer request goes unaddressed.

  • Follow all company communication standards, SLAs, and response protocols.

 


 

Broker & Internal Coordination

  • Work directly with partner brokers to coordinate account setup, deposits, withdrawals, and ongoing account maintenance.

  • Track and manage broker requests, including documentation, updates, and compliance-related items for active clients.

  • Collaborate with the Head of Client Relations on outreach, follow-ups, and overall client experience.

  • Coordinate with the tech team on client portal access, permissions, and issue resolution.

  • Coordinate with Sales and Trading teams to ensure alignment across the client lifecycle.

  • Maintain organized records of all client interactions, transactions, and documentation.

 


 

Executive & Operational Support

  • Support the Vice President with additional tasks, client-related initiatives, and operational needs as requested.

  • Assist with tracking, reporting, and follow-ups tied to client activity and firm initiatives.

  • Maintain accurate CRM records, onboarding data, and client documentation.

  • Ensure all processes are compliant, documented, and audit-ready.

 


 

Qualifications

  • 2–4 years of experience in a client-facing role (client services, onboarding, account management, or similar; financial services preferred).

  • Strong communication skills with confidence speaking to clients across phone, video, and written channels.

  • Comfortable being highly available and responsive throughout the day for real-time client needs.

  • Naturally positive, patient, and client-focused with the ability to guide clients through questions with clarity and professionalism.

  • Highly organized with strong attention to detail and follow-through.

  • Ability to manage multiple conversations, requests, and priorities simultaneously.

  • Proficiency in CRM systems, Google Workspace, and communication tools.

  • Experience working cross-functionally with technical teams or supporting client-facing platforms is a plus.

  • Professional demeanor with high integrity and discretion in handling client information.

  • Internet and phone access required

 


 

Position Details

  • Hiring Location: Canada

  • Type: Full Time Contractor

  • Time Zone: Central Time (or comfortably work in Central)

  • Travel: 2-3x per year

  • Language: English (required) and French (preferred)

  • Compensation: $65,000 USD + $150 USD per new onboarded and funded account

 

To apply: https://weworkremotely.com/remote-jobs/vestige-client-relations-specialist-full-time-contractor

Homecare Pro: Customer Success Associate

Headquarters:

URL: https://homecarepro.io

JD – Customer Success Associate

Location: Remote

Type: Full-time

About Homecare Pro

Homecare Pro is the HR automation platform for home care agencies. Our vision is a world where care teams focus on delivering in-home care without the burden of administrative HR work. We combine caregiver onboarding, credentialing, and HR compliance into a blended SaaS and managed services platform, helping agencies recruit faster and expand their capacity to deliver high-quality care.

In less than two years, our small and fully remote team has grown to serve over 500 home care locations. Our profitable, bootstrapped growth comes from customer-obsession and moving quickly to meet this segment’s unique needs.

Why should you be part of our success story?

At Homecare Pro, we expect one another to operate with outsized ownership and adapt as the company grows. We believe in empowerment, earning trust, and making an impact. Joining Homecare Pro means becoming part of a collaborative, fast-moving team where your work directly enables care delivery. This is a unique opportunity to:

  • Work alongside serial founders with multiple successful exits at an early stage.

  • Gain transparency into the inner workings of a profitable and rapidly growing small business.

  • Take on meaningful responsibility early, with room to grow your role and scope over time.

  • Enjoy competitive salaries paired with above-market equity.

About you

  • You are early in your career and excited to build a foundation in customer success at a fast-growing company. This may be your first full-time job out of college. What matters most is the energy, curiosity, and learning mindset you bring.

  • You care deeply about helping customers succeed. You follow through, notice details others might miss, and take pride in being helpful, responsive, and reliable. You are an exceptional written and verbal communicator who can build trust with people across different backgrounds, roles, and levels of technical comfort.

  • Service is a fundamental part of Homecare Pro’s service; the way we respond, guide, and partner with agencies makes them feel supported and view us as essential to their success. In this role, you will strive to deliver that experience every day.

  • To succeed in this role, you will need to be organized, adaptable, and eager to improve. You welcome feedback, learn quickly, and bring a thoughtful approach to your work. You are excited by the opportunity to become a trusted partner to customers while developing a strong understanding of how our product works and how home care agencies operate.

This role is ideal for someone who wants to grow quickly at the intersection of service, operations, and technology. Over time, you will have the opportunity to take on more ownership, deepen your product expertise, and help shape how Homecare Pro scales its customer success function.

Responsibilities

  • Serve as a day-to-day point of contact for customers, delivering thoughtful, timely, and high-quality support across email, calls, and other communication channels.

  • Support new customers through onboarding, account setup, training, and follow-through on key implementation steps.

  • Build trusted relationships with agency users by understanding their goals, answering questions clearly, and helping them use Homecare Pro with confidence.

  • Learn the Homecare Pro platform in depth so you can guide customers on workflows, troubleshoot issues, and recommend practical next steps.

  • Own customer questions and problems from start to finish, coordinating internally when needed and ensuring customers feel supported throughout the process.

  • Escalate bugs, product gaps, and complex issues with clear documentation so internal teams can act quickly and effectively.

  • Identify themes in customer questions, challenges, and feedback, and share insights that help improve the product, training materials, and internal processes.

  • Create and maintain internal playbooks, help center content, and reusable customer resources that make support more consistent and scalable.

  • Monitor customer engagement and account health, proactively following up when customers may be stuck, underusing the platform, or at risk of frustration.

  • Partner cross-functionally with operations, product, and leadership to ensure the voice of the customer is reflected in how Homecare Pro evolves.

  • Contribute to continuous improvement by finding ways to make the customer experience smoother, the team more effective, and the business better over time.

Qualifications

  • Willing and able to work US Western Time hours.

  • Bachelor’s degree or equivalent practical experience.

  • 0–2 years of professional experience.

  • Excellent written and verbal communication skills, with the ability to build trust with people from different backgrounds, roles, and levels of technical comfort.

  • Strong interpersonal skills and a genuine desire to help customers succeed.

  • Empathy, patience, and a service-oriented mindset.

  • Eagerness to learn quickly, absorb feedback, and build deep knowledge of the product, customers, and home care industry over time.

  • Highly organized and detail-oriented, with the ability to manage follow-up, keep track of multiple workstreams, and consistently close loops.

  • A proactive, resourceful approach to problem-solving, including the ability to investigate issues thoughtfully and escalate clearly when needed.

  • Comfort learning and working within software platforms, workflows, and internal tools in a fast-paced environment.

  • Ability to adapt as processes evolve and the company grows while maintaining a high standard of quality and responsiveness.

  • Bonus: prior internship, part-time, or full-time experience in a customer-facing role such as customer success, support, sales, operations, teaching, recruiting, hospitality, retail, or community management.

  • Bonus: experience creating documentation, training materials, or written resources for customers or internal teams.

Diverse teams build better products and stronger companies. Homecare Pro welcomes people of every background, identity, and experience. If you’re excited about the role but don’t meet every qualification, we still encourage you to apply.

To apply: https://weworkremotely.com/remote-jobs/homecare-pro-customer-success-associate

Vestige: Client Relations Specialist (Full Time Contractor)

Headquarters: BVI

URL: https://vestigeholdingsgroup.com/

The Client Relations Specialist is a highly client-facing role responsible for managing real-time communication, onboarding, and ongoing support for both prospective and active clients.

Reporting to the Vice President and working closely with the Head of Client Relations, this individual serves as a primary point of contact across all communication channels — email, phone, text, and video — ensuring a seamless, responsive, and high-touch client experience.

This role is deeply embedded in the client lifecycle, frequently joining sales calls to initiate onboarding, supporting transaction requests, conducting client check-ins, and proactively following up to ensure all client activity — including deposits, withdrawals, broker requests, portal access, and event participation — is completed accurately and efficiently.

The ideal candidate is highly responsive, client-first, and brings a positive, solutions-oriented approach to every interaction, ensuring clients feel supported and confident at all times.

 


 

Key Responsibilities

Client Engagement & Communication

  • Serve as a primary, front-line point of contact for both prospective and active clients.

  • Communicate with clients throughout the day via email, phone, text, and video calls.

  • Be readily available to support clients in real time, including while they are at the bank initiating wires or requesting account actions.

  • Provide immediate guidance on wire instructions, funding confirmations, withdrawal processes, and portal access.

  • Join live sales calls (often without advance notice) to introduce onboarding and begin the account setup process immediately upon client commitment.

  • Conduct proactive client outreach, including check-ins to ensure client satisfaction and engagement.

  • Contact clients to confirm attendance for firm events and ensure a strong client experience.

  • Deliver a high-touch, patient, and professional experience — confidently guiding clients through questions and processes with clarity and positivity.

  • Adhere to all company communication standards, SLAs, and established processes.

 


 

Client Onboarding & Account Activation

  • Lead the onboarding process from initial introduction through account activation with each client.

  • Guide clients in real-time through onboarding steps, documentation, and account setup.

  • Collect and verify KYC documentation; coordinate directly with brokers for application processing and funding.

  • Coordinate with the tech team to provision and troubleshoot client portal access during onboarding.

  • Ensure a seamless transition from sales to active client with minimal friction or delay.

 


 

Client Support, Follow-Up & Retention

  • Proactively follow up with clients on outstanding requests, documentation, account actions, and portal access needs.

  • Track and follow up on deposit activity, including wires not yet received by the broker.

  • Coordinate withdrawal requests, including submission, tracking, and ongoing follow-ups with brokers.

  • Manage and fulfill broker document requests for active client accounts, ensuring timely collection and submission of required materials.

  • Coordinate with the tech team to resolve client portal access issues and ensure a smooth user experience.

  • Communicate clearly with clients regarding any additional documentation or system access needed to maintain or service their accounts.

  • Conduct regular client check-ins to ensure satisfaction and identify any issues early.

  • Ensure all client requests are completed accurately, efficiently, and with clear communication.

 


 

Transaction Support & Tracking

  • Act as the central point of coordination for all client transaction activity.

  • Track deposits, withdrawals, and account funding status from initiation through completion.

  • Liaise with brokers and internal teams to ensure timely processing and issue resolution.

  • Maintain clear visibility and communication with clients regarding transaction timelines and status.

 


 

Client Communications & Inbox Management

  • Manage onboarding and client support inboxes as high-volume communication channels.

  • Monitor, triage, and respond to incoming client and prospect inquiries in real time.

  • Respond to introducer-related emails within the support inbox and coordinate with the Vice President as needed.

  • Escalate urgent or complex issues to the Vice President or coordinate internally as needed.

  • Maintain communication logs and ensure no client or introducer request goes unaddressed.

  • Follow all company communication standards, SLAs, and response protocols.

 


 

Broker & Internal Coordination

  • Work directly with partner brokers to coordinate account setup, deposits, withdrawals, and ongoing account maintenance.

  • Track and manage broker requests, including documentation, updates, and compliance-related items for active clients.

  • Collaborate with the Head of Client Relations on outreach, follow-ups, and overall client experience.

  • Coordinate with the tech team on client portal access, permissions, and issue resolution.

  • Coordinate with Sales and Trading teams to ensure alignment across the client lifecycle.

  • Maintain organized records of all client interactions, transactions, and documentation.

 


 

Executive & Operational Support

  • Support the Vice President with additional tasks, client-related initiatives, and operational needs as requested.

  • Assist with tracking, reporting, and follow-ups tied to client activity and firm initiatives.

  • Maintain accurate CRM records, onboarding data, and client documentation.

  • Ensure all processes are compliant, documented, and audit-ready.

 


 

Qualifications

  • 2–4 years of experience in a client-facing role (client services, onboarding, account management, or similar; financial services preferred).

  • Strong communication skills with confidence speaking to clients across phone, video, and written channels.

  • Comfortable being highly available and responsive throughout the day for real-time client needs.

  • Naturally positive, patient, and client-focused with the ability to guide clients through questions with clarity and professionalism.

  • Highly organized with strong attention to detail and follow-through.

  • Ability to manage multiple conversations, requests, and priorities simultaneously.

  • Proficiency in CRM systems, Google Workspace, and communication tools.

  • Experience working cross-functionally with technical teams or supporting client-facing platforms is a plus.

  • Professional demeanor with high integrity and discretion in handling client information.

  • Internet and phone access required

 


 

Position Details

  • Hiring Location: Canada

  • Type: Full Time Contractor

  • Time Zone: Central Time (or comfortably work in Central)

  • Travel: 2-3x per year

  • Language: English (required) and French (preferred)

  • Compensation: $65,000 USD + $150 USD per new onboarded and funded account

 

To apply: https://weworkremotely.com/remote-jobs/vestige-client-relations-specialist-full-time-contractor

Homecare Pro: Customer Success Associate

Headquarters:

URL: https://homecarepro.io

JD – Customer Success Associate

Location: Remote

Type: Full-time

About Homecare Pro

Homecare Pro is the HR automation platform for home care agencies. Our vision is a world where care teams focus on delivering in-home care without the burden of administrative HR work. We combine caregiver onboarding, credentialing, and HR compliance into a blended SaaS and managed services platform, helping agencies recruit faster and expand their capacity to deliver high-quality care.

In less than two years, our small and fully remote team has grown to serve over 500 home care locations. Our profitable, bootstrapped growth comes from customer-obsession and moving quickly to meet this segment’s unique needs.

Why should you be part of our success story?

At Homecare Pro, we expect one another to operate with outsized ownership and adapt as the company grows. We believe in empowerment, earning trust, and making an impact. Joining Homecare Pro means becoming part of a collaborative, fast-moving team where your work directly enables care delivery. This is a unique opportunity to:

  • Work alongside serial founders with multiple successful exits at an early stage.

  • Gain transparency into the inner workings of a profitable and rapidly growing small business.

  • Take on meaningful responsibility early, with room to grow your role and scope over time.

  • Enjoy competitive salaries paired with above-market equity.

About you

  • You are early in your career and excited to build a foundation in customer success at a fast-growing company. This may be your first full-time job out of college. What matters most is the energy, curiosity, and learning mindset you bring.

  • You care deeply about helping customers succeed. You follow through, notice details others might miss, and take pride in being helpful, responsive, and reliable. You are an exceptional written and verbal communicator who can build trust with people across different backgrounds, roles, and levels of technical comfort.

  • Service is a fundamental part of Homecare Pro’s service; the way we respond, guide, and partner with agencies makes them feel supported and view us as essential to their success. In this role, you will strive to deliver that experience every day.

  • To succeed in this role, you will need to be organized, adaptable, and eager to improve. You welcome feedback, learn quickly, and bring a thoughtful approach to your work. You are excited by the opportunity to become a trusted partner to customers while developing a strong understanding of how our product works and how home care agencies operate.

This role is ideal for someone who wants to grow quickly at the intersection of service, operations, and technology. Over time, you will have the opportunity to take on more ownership, deepen your product expertise, and help shape how Homecare Pro scales its customer success function.

Responsibilities

  • Serve as a day-to-day point of contact for customers, delivering thoughtful, timely, and high-quality support across email, calls, and other communication channels.

  • Support new customers through onboarding, account setup, training, and follow-through on key implementation steps.

  • Build trusted relationships with agency users by understanding their goals, answering questions clearly, and helping them use Homecare Pro with confidence.

  • Learn the Homecare Pro platform in depth so you can guide customers on workflows, troubleshoot issues, and recommend practical next steps.

  • Own customer questions and problems from start to finish, coordinating internally when needed and ensuring customers feel supported throughout the process.

  • Escalate bugs, product gaps, and complex issues with clear documentation so internal teams can act quickly and effectively.

  • Identify themes in customer questions, challenges, and feedback, and share insights that help improve the product, training materials, and internal processes.

  • Create and maintain internal playbooks, help center content, and reusable customer resources that make support more consistent and scalable.

  • Monitor customer engagement and account health, proactively following up when customers may be stuck, underusing the platform, or at risk of frustration.

  • Partner cross-functionally with operations, product, and leadership to ensure the voice of the customer is reflected in how Homecare Pro evolves.

  • Contribute to continuous improvement by finding ways to make the customer experience smoother, the team more effective, and the business better over time.

Qualifications

  • Willing and able to work US Western Time hours.

  • Bachelor’s degree or equivalent practical experience.

  • 0–2 years of professional experience.

  • Excellent written and verbal communication skills, with the ability to build trust with people from different backgrounds, roles, and levels of technical comfort.

  • Strong interpersonal skills and a genuine desire to help customers succeed.

  • Empathy, patience, and a service-oriented mindset.

  • Eagerness to learn quickly, absorb feedback, and build deep knowledge of the product, customers, and home care industry over time.

  • Highly organized and detail-oriented, with the ability to manage follow-up, keep track of multiple workstreams, and consistently close loops.

  • A proactive, resourceful approach to problem-solving, including the ability to investigate issues thoughtfully and escalate clearly when needed.

  • Comfort learning and working within software platforms, workflows, and internal tools in a fast-paced environment.

  • Ability to adapt as processes evolve and the company grows while maintaining a high standard of quality and responsiveness.

  • Bonus: prior internship, part-time, or full-time experience in a customer-facing role such as customer success, support, sales, operations, teaching, recruiting, hospitality, retail, or community management.

  • Bonus: experience creating documentation, training materials, or written resources for customers or internal teams.

Diverse teams build better products and stronger companies. Homecare Pro welcomes people of every background, identity, and experience. If you’re excited about the role but don’t meet every qualification, we still encourage you to apply.

To apply: https://weworkremotely.com/remote-jobs/homecare-pro-customer-success-associate

Vestige: Client Relations Specialist (Full Time Contractor)

Headquarters: BVI

URL: https://vestigeholdingsgroup.com/

The Client Relations Specialist is a highly client-facing role responsible for managing real-time communication, onboarding, and ongoing support for both prospective and active clients.

Reporting to the Vice President and working closely with the Head of Client Relations, this individual serves as a primary point of contact across all communication channels — email, phone, text, and video — ensuring a seamless, responsive, and high-touch client experience.

This role is deeply embedded in the client lifecycle, frequently joining sales calls to initiate onboarding, supporting transaction requests, conducting client check-ins, and proactively following up to ensure all client activity — including deposits, withdrawals, broker requests, portal access, and event participation — is completed accurately and efficiently.

The ideal candidate is highly responsive, client-first, and brings a positive, solutions-oriented approach to every interaction, ensuring clients feel supported and confident at all times.

 


 

Key Responsibilities

Client Engagement & Communication

  • Serve as a primary, front-line point of contact for both prospective and active clients.

  • Communicate with clients throughout the day via email, phone, text, and video calls.

  • Be readily available to support clients in real time, including while they are at the bank initiating wires or requesting account actions.

  • Provide immediate guidance on wire instructions, funding confirmations, withdrawal processes, and portal access.

  • Join live sales calls (often without advance notice) to introduce onboarding and begin the account setup process immediately upon client commitment.

  • Conduct proactive client outreach, including check-ins to ensure client satisfaction and engagement.

  • Contact clients to confirm attendance for firm events and ensure a strong client experience.

  • Deliver a high-touch, patient, and professional experience — confidently guiding clients through questions and processes with clarity and positivity.

  • Adhere to all company communication standards, SLAs, and established processes.

 


 

Client Onboarding & Account Activation

  • Lead the onboarding process from initial introduction through account activation with each client.

  • Guide clients in real-time through onboarding steps, documentation, and account setup.

  • Collect and verify KYC documentation; coordinate directly with brokers for application processing and funding.

  • Coordinate with the tech team to provision and troubleshoot client portal access during onboarding.

  • Ensure a seamless transition from sales to active client with minimal friction or delay.

 


 

Client Support, Follow-Up & Retention

  • Proactively follow up with clients on outstanding requests, documentation, account actions, and portal access needs.

  • Track and follow up on deposit activity, including wires not yet received by the broker.

  • Coordinate withdrawal requests, including submission, tracking, and ongoing follow-ups with brokers.

  • Manage and fulfill broker document requests for active client accounts, ensuring timely collection and submission of required materials.

  • Coordinate with the tech team to resolve client portal access issues and ensure a smooth user experience.

  • Communicate clearly with clients regarding any additional documentation or system access needed to maintain or service their accounts.

  • Conduct regular client check-ins to ensure satisfaction and identify any issues early.

  • Ensure all client requests are completed accurately, efficiently, and with clear communication.

 


 

Transaction Support & Tracking

  • Act as the central point of coordination for all client transaction activity.

  • Track deposits, withdrawals, and account funding status from initiation through completion.

  • Liaise with brokers and internal teams to ensure timely processing and issue resolution.

  • Maintain clear visibility and communication with clients regarding transaction timelines and status.

 


 

Client Communications & Inbox Management

  • Manage onboarding and client support inboxes as high-volume communication channels.

  • Monitor, triage, and respond to incoming client and prospect inquiries in real time.

  • Respond to introducer-related emails within the support inbox and coordinate with the Vice President as needed.

  • Escalate urgent or complex issues to the Vice President or coordinate internally as needed.

  • Maintain communication logs and ensure no client or introducer request goes unaddressed.

  • Follow all company communication standards, SLAs, and response protocols.

 


 

Broker & Internal Coordination

  • Work directly with partner brokers to coordinate account setup, deposits, withdrawals, and ongoing account maintenance.

  • Track and manage broker requests, including documentation, updates, and compliance-related items for active clients.

  • Collaborate with the Head of Client Relations on outreach, follow-ups, and overall client experience.

  • Coordinate with the tech team on client portal access, permissions, and issue resolution.

  • Coordinate with Sales and Trading teams to ensure alignment across the client lifecycle.

  • Maintain organized records of all client interactions, transactions, and documentation.

 


 

Executive & Operational Support

  • Support the Vice President with additional tasks, client-related initiatives, and operational needs as requested.

  • Assist with tracking, reporting, and follow-ups tied to client activity and firm initiatives.

  • Maintain accurate CRM records, onboarding data, and client documentation.

  • Ensure all processes are compliant, documented, and audit-ready.

 


 

Qualifications

  • 2–4 years of experience in a client-facing role (client services, onboarding, account management, or similar; financial services preferred).

  • Strong communication skills with confidence speaking to clients across phone, video, and written channels.

  • Comfortable being highly available and responsive throughout the day for real-time client needs.

  • Naturally positive, patient, and client-focused with the ability to guide clients through questions with clarity and professionalism.

  • Highly organized with strong attention to detail and follow-through.

  • Ability to manage multiple conversations, requests, and priorities simultaneously.

  • Proficiency in CRM systems, Google Workspace, and communication tools.

  • Experience working cross-functionally with technical teams or supporting client-facing platforms is a plus.

  • Professional demeanor with high integrity and discretion in handling client information.

  • Internet and phone access required

 


 

Position Details

  • Hiring Location: Canada

  • Type: Full Time Contractor

  • Time Zone: Central Time (or comfortably work in Central)

  • Travel: 2-3x per year

  • Language: English (required) and French (preferred)

  • Compensation: $65,000 USD + $150 USD per new onboarded and funded account

 

To apply: https://weworkremotely.com/remote-jobs/vestige-client-relations-specialist-full-time-contractor

Homecare Pro: Customer Success Associate

Headquarters:

URL: https://homecarepro.io

JD – Customer Success Associate

Location: Remote

Type: Full-time

About Homecare Pro

Homecare Pro is the HR automation platform for home care agencies. Our vision is a world where care teams focus on delivering in-home care without the burden of administrative HR work. We combine caregiver onboarding, credentialing, and HR compliance into a blended SaaS and managed services platform, helping agencies recruit faster and expand their capacity to deliver high-quality care.

In less than two years, our small and fully remote team has grown to serve over 500 home care locations. Our profitable, bootstrapped growth comes from customer-obsession and moving quickly to meet this segment’s unique needs.

Why should you be part of our success story?

At Homecare Pro, we expect one another to operate with outsized ownership and adapt as the company grows. We believe in empowerment, earning trust, and making an impact. Joining Homecare Pro means becoming part of a collaborative, fast-moving team where your work directly enables care delivery. This is a unique opportunity to:

  • Work alongside serial founders with multiple successful exits at an early stage.

  • Gain transparency into the inner workings of a profitable and rapidly growing small business.

  • Take on meaningful responsibility early, with room to grow your role and scope over time.

  • Enjoy competitive salaries paired with above-market equity.

About you

  • You are early in your career and excited to build a foundation in customer success at a fast-growing company. This may be your first full-time job out of college. What matters most is the energy, curiosity, and learning mindset you bring.

  • You care deeply about helping customers succeed. You follow through, notice details others might miss, and take pride in being helpful, responsive, and reliable. You are an exceptional written and verbal communicator who can build trust with people across different backgrounds, roles, and levels of technical comfort.

  • Service is a fundamental part of Homecare Pro’s service; the way we respond, guide, and partner with agencies makes them feel supported and view us as essential to their success. In this role, you will strive to deliver that experience every day.

  • To succeed in this role, you will need to be organized, adaptable, and eager to improve. You welcome feedback, learn quickly, and bring a thoughtful approach to your work. You are excited by the opportunity to become a trusted partner to customers while developing a strong understanding of how our product works and how home care agencies operate.

This role is ideal for someone who wants to grow quickly at the intersection of service, operations, and technology. Over time, you will have the opportunity to take on more ownership, deepen your product expertise, and help shape how Homecare Pro scales its customer success function.

Responsibilities

  • Serve as a day-to-day point of contact for customers, delivering thoughtful, timely, and high-quality support across email, calls, and other communication channels.

  • Support new customers through onboarding, account setup, training, and follow-through on key implementation steps.

  • Build trusted relationships with agency users by understanding their goals, answering questions clearly, and helping them use Homecare Pro with confidence.

  • Learn the Homecare Pro platform in depth so you can guide customers on workflows, troubleshoot issues, and recommend practical next steps.

  • Own customer questions and problems from start to finish, coordinating internally when needed and ensuring customers feel supported throughout the process.

  • Escalate bugs, product gaps, and complex issues with clear documentation so internal teams can act quickly and effectively.

  • Identify themes in customer questions, challenges, and feedback, and share insights that help improve the product, training materials, and internal processes.

  • Create and maintain internal playbooks, help center content, and reusable customer resources that make support more consistent and scalable.

  • Monitor customer engagement and account health, proactively following up when customers may be stuck, underusing the platform, or at risk of frustration.

  • Partner cross-functionally with operations, product, and leadership to ensure the voice of the customer is reflected in how Homecare Pro evolves.

  • Contribute to continuous improvement by finding ways to make the customer experience smoother, the team more effective, and the business better over time.

Qualifications

  • Willing and able to work US Western Time hours.

  • Bachelor’s degree or equivalent practical experience.

  • 0–2 years of professional experience.

  • Excellent written and verbal communication skills, with the ability to build trust with people from different backgrounds, roles, and levels of technical comfort.

  • Strong interpersonal skills and a genuine desire to help customers succeed.

  • Empathy, patience, and a service-oriented mindset.

  • Eagerness to learn quickly, absorb feedback, and build deep knowledge of the product, customers, and home care industry over time.

  • Highly organized and detail-oriented, with the ability to manage follow-up, keep track of multiple workstreams, and consistently close loops.

  • A proactive, resourceful approach to problem-solving, including the ability to investigate issues thoughtfully and escalate clearly when needed.

  • Comfort learning and working within software platforms, workflows, and internal tools in a fast-paced environment.

  • Ability to adapt as processes evolve and the company grows while maintaining a high standard of quality and responsiveness.

  • Bonus: prior internship, part-time, or full-time experience in a customer-facing role such as customer success, support, sales, operations, teaching, recruiting, hospitality, retail, or community management.

  • Bonus: experience creating documentation, training materials, or written resources for customers or internal teams.

Diverse teams build better products and stronger companies. Homecare Pro welcomes people of every background, identity, and experience. If you’re excited about the role but don’t meet every qualification, we still encourage you to apply.

To apply: https://weworkremotely.com/remote-jobs/homecare-pro-customer-success-associate

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