Responsibilities of the Client Success Support:
Your responsibilities include:
AI & Chatbot Management:
Leverage AI tools to enhance client support and operational efficiency
Utilize and manage AI chatbots, ensuring seamless integration into daily workflows
Assist in the creation, optimization, and management of AI chatbot functions
Familiarity with at least one AI platform (e.g., ChatGPT, Gemini, Claude) and a strong eagerness to learn and implement AI-driven solutions
Outsourced Professional Supervision:
Track and manage team members’ activities, ensuring focus on a single assigned client
Monitor application and website usage, email exchanges, and activity levels to ensure efficiency and compliance
Conduct real-time performance checks, provide direct feedback, and send Slack messages to reinforce productivity
Document and track improvement plans, ensuring accountability through follow-ups and check-ins
Productivity Tracking & Compliance:
Review the previous day’s productivity using Teramind or other tracking tools, flagging any behavioral concerns
Prepare and compile monthly performance reports, identifying trends and actionable insights
Conduct random check-ins to ensure team members adhere to company policies and are not engaging in unauthorized work
Process Adherence & Coaching:
Ensure all OPs follow established workflows, guidelines, and company processes
Provide coaching and corrective guidance to align performance with company expectations
Proactively address process gaps and recommend improvements to enhance operational efficiency
Reporting & Client Communication
Generate detailed reports on team performance, highlighting key trends, concerns, and areas for improvement
Review end-of-day reports for accuracy and alignment with assigned tasks
Client Calls & Issue Resolution:
Conduct Teramind walkthroughs (Week 2 of onboarding) to familiarize clients with performance tracking
Join client calls to explain key performance issues, alerts, and data insights
Escalate unresolved or critical operational concerns to the Accounts Manager when necessary
Tech Stack
Must-have:
AI Software:
AI Chatbot N8N.io
ChatGPT
Gemini
Claude
Hunger and ferocity to learn AI Tools
Productivity Tracker:
Teramind (Highly Preferred)
Hubstaff
TimeDoctor
Nice-to-have:
Project Management Software:
ClickUp (preferred)
Asana
Trello
Monday.com
SalesForce
Slack
G-Suite
Compensation
Fixed Rate Range; $12,000 - 14,400/yr