Client Success Specialist
Mortgage Marketing Animals • Remote
Description
Remote - Full-Time Client Success Specialist
We’re looking for an enthusiastic, outgoing, and professional CRM/AI Client Success Specialist to join our team! You’ll play a crucial role in our client's experience. You will be responsible for creating an amazing onboarding experience, leading daily support calls for new and advanced members, and offering technical solutions and marketing strategies that can help them solve problems and achieve tangible results for their businesses. Job seekers should be technically savvy, take pride in their work, be passionate about helping others, have an interest in growing with our organization, and love being part of a team. If this sounds like you, apply now!
To be considered for this position, please apply, attach your resume, and complete the DISC profile. Once the application and DISC are completed, please also send an email to Amy@connectionincorporated.com with 3-5 sentences describing how you created and launched a workflow in Go High Level (GHL).
Responsibilities
- Main responsibilities will include helping the client's CRM set up, assisting with A2P approval, and launching customized campaigns in GHL.
- Lead daily live kickstart and CRM / AI customer support calls to assist new and advanced customer needs.
- Provide a quick response to all support requests and inquiries.
- Cultivate and maintain excellent client relationships with a focus on client retention.
- Provide support and training via phone, email, chat, & live Zoom calls.
- Provide support to clients and offer solutions that can help them solve problems in their business.
- Help with other desk tickets, chat support, and basic customer support as needed.
- Log customer activity cases, track activity, and report to the Support Team Director.
- Attend and participate in team and company meetings.
Qualifications
- Previous experience working with Go High Level (GHL) and Chat GPT.
- 2+ years of experience in software client support and retention roles.
- Previous experience working with CRMs and Artificial Intelligence.
- Passion for providing a superior client experience.
- Strong sense of urgency and ability to multitask.
- Experience effectively handling customer complaints and providing resolution for technical software issues.
- Ability to connect quickly and build relationships with clients.
- Comfortable with phone communication, messaging platforms, and leading calls on Zoom.
- Displays impeccable interpersonal, time management, organizational, and customer service skills.
- Proficient computer skills and knowledge of Microsoft Office.
- Enjoys being part of a team.
Compensation
$60,000/year
About Mortgage Marketing Animals
Mortgage Marketing Animals is one of the most respected coaching organizations in the mortgage industry. We help loan officers and branch managers build predictable, referral-based businesses through proven systems, accountability, and world-class coaching.
We are a high-performance, growth-focused team that believes in results, ownership, and constant improvement. Our members rely on us to help them grow their businesses — and we take that responsibility seriously.
If you love working with driven professionals, moving fast, solving problems, and winning as a team, you’ll thrive here.
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