Client Success Associate

ApTask

. Serve as a primary point of contact for clients throughout the customer journey .

Posted 9/15/2026full-timeRemote • Texas • United StatesJuniorMid-Level💰 $28 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management skills, ensuring effective communication and proactive support throughout the customer journey. Proficient in maintaining accurate records and utilizing CRM systems to enhance client interactions and service delivery.

Highest-signal resume keywords

Customer Service ExperienceExcellent Verbal And Written Communication SkillsStrong Organizational And Time Management AbilitiesCRM System FamiliarityAttention To Detail

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client SuccessAccount CoordinationInside SalesAccurate DocumentationProject Management

Soft Skills

ProfessionalismDependabilitySolution Orientation

Tools & Technologies

CRM PlatformsCommunication Software

Industry Keywords

RoofingConstructionHome ServicesInsuranceProperty Services

About the role

Key responsibilities & impact

Serve as a primary point of contact for clients throughout the customer journey
Respond promptly and professionally to client questions, requests, and concerns
Make outbound calls and follow up with clients regarding appointments, project updates, documentation, and next steps
Maintain accurate and timely records in company systems and CRM platforms
Coordinate communication between clients, sales, production, scheduling, and other internal teams
Monitor client needs and follow up proactively to prevent communication gaps or delays
Help resolve routine client concerns and escalate complex issues appropriately
Set clear expectations and provide accurate information regarding company processes and services
Maintain confidentiality and handle client information responsibly
Follow company procedures, communication standards, and quality expectations
Contribute to a positive client experience and help strengthen long term customer relationships

Requirements

What you’ll need

1+ year of experience in customer service, client success, account coordination, inside sales, or a related role
Excellent verbal and written communication skills
Strong organizational and time management abilities
Comfortable communicating with customers by phone, email, and text
Strong attention to detail and accurate documentation habits
Ability to manage multiple clients, priorities, and deadlines independently
Professional, dependable, solution oriented approach
Comfortable learning and using CRM, communication, and other business software
Reliable high speed internet and a professional, distraction minimized remote workspace
Preferred: Experience in roofing, construction, home services, insurance, property services, or a related industry
Preferred: Experience working in a remote customer facing position
Preferred: Familiarity with CRM systems and customer communication platforms

Benefits

Comp & perks

Fully remote work environment
Competitive compensation
Medical, dental, and vision insurance
401(k) and company match
Paid time off and paid holidays
Company paid or supplemental life/disability coverage
Home office or internet support, if applicable
Supportive team environment and structured onboarding
Opportunities for professional growth as the company continues to grow