Client Success Associate

ApTask

. Communicate professionally with clients by phone, email, text, and other approved communication channels .

Posted 9/21/2026full-timeRemote • Illinois • United StatesJuniorMid-Level💰 $30 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong client communication and organizational skills, ensuring timely responses and accurate documentation while managing multiple priorities. Proficient in using CRM and scheduling software to enhance client satisfaction and service quality.

Highest-signal resume keywords

Client CommunicationCRM Software ProficiencyTime ManagementOrganizational SkillsCustomer Service Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

CRM SoftwareProject Management SystemsAppointment CoordinationClient Record MaintenanceDocumentation Skills

Soft Skills

Excellent Written CommunicationVerbal Communication SkillsProfessional Telephone EtiquetteAttention to DetailFollow-Through

Tools & Technologies

Business SoftwareScheduling Software

Industry Keywords

Customer ServiceClient SuccessAdministrative SupportRoofingConstruction

About the role

Key responsibilities & impact

Communicate professionally with clients by phone, email, text, and other approved communication channels
Respond promptly to client questions, requests, concerns, and updates
Maintain accurate and timely client records, notes, appointments, and follow-up activities in company systems
Coordinate appointments, inspections, project updates, and other client-facing activities
Proactively follow up with clients regarding project status, next steps, and expectations
Identify potential client concerns early and work with the appropriate internal team to resolve them
Ensure clients receive consistent, accurate, and professional communication throughout their experience with Cook Roofing
Collaborate with sales, production, roofing crews, management, and administrative personnel
Document important client interactions and maintain confidentiality of company and customer information
Follow established procedures, communication standards, and quality expectations
Contribute ideas to improve client satisfaction, communication, efficiency, and overall service quality

Requirements

What you’ll need

1+ year of experience in customer service, client success, account coordination, administrative support, hospitality, sales support, or a related role
Excellent written and verbal communication skills
Strong organization, time management, and follow-through
Professional telephone and email etiquette
Ability to manage multiple priorities without losing attention to detail
Comfortable learning and using CRM, scheduling, communication, and other business software
Ability to work independently in a remote environment while remaining highly responsive and accountable
Reliable internet connection and a professional, distraction-minimized home workspace
Preferred: Experience in roofing, construction, home improvement, property services, insurance restoration, or a related industry
Preferred: Experience with CRM or project management systems
Preferred: Experience coordinating multiple customers, appointments, or active projects
Regular business hours with occasional flexibility required to meet client and operational needs

Benefits

Comp & perks

Fully remote work environment
Structured onboarding and training
Ongoing professional development and coaching
Collaborative support from experienced team members and leadership
Opportunities for professional growth
Company-provided systems and tools necessary to perform the role
Paid time off and company holidays, subject to company policy
Additional employee benefits may be available based on eligibility and applicable company plans
Competitive compensation based on experience and qualifications