Job Description
We're looking for a highly organized Customer Support Specialist to support our Client Success team with administrative and operational tasks. This role is ideal for someone who enjoys keeping processes organized, working behind the scenes to ensure a great client experience, and managing multiple priorities with accuracy and attention to detail.
Responsibilities
- Prepare and format client-facing quotes and renewal proposals based on Customer Success Manager (CSM) inputs.
- Generate contracts, order forms, and renewal agreements, and route documents for e-signature while tracking completion.
- Maintain accurate client records in Salesforce (or similar CRM), including opportunities, renewal dates, contract details, and activity logs.
- Support renewal and cancellation workflows by preparing documentation and coordinating with Client Success, Billing, and Finance teams.
- Draft and send routine client communications using approved templates.
- Organize and maintain shared proposal libraries, templates, and client documentation.
- Coordinate scheduling and meeting logistics, including calendar invites, reminders, and meeting materials.
- Proactively identify missing information, errors, or upcoming deadlines and follow up to keep projects moving.
- Assist with Client Kickoffs, Quarterly Business Reviews (QBRs), and Success Plan coordination.
Requirements
- 2+ years of experience in an administrative, sales operations, client success, customer support, or coordinator role.
- Exceptional attention to detail, particularly when working with pricing, contracts, and client information.
- Experience using CRM platforms such as Salesforce or HubSpot.
- Comfortable working with e-signature platforms (DocuSign, Adobe Sign, PandaDoc, etc.).
- Proficient with Microsoft Office and/or Google Workspace.
- Strong written communication skills with a professional, client-facing tone.
- Excellent organizational and time management skills with the ability to prioritize multiple requests.
- Able to work independently and maintain confidentiality when handling sensitive client and pricing information.
Ideal Candidate
- Process-oriented and enjoys keeping work organized.
- Proactive and dependable, with a strong sense of ownership.
- Comfortable supporting multiple stakeholders in a fast-paced environment.
- Takes pride in producing accurate, polished work and delivering a great internal and external customer experience.
Benefits
Hireframe provides nearshore and offshore staffing solutions, operating as a remote-first organization with team members located in the United States, Mexico, and the Philippines. Our robust benefits package includes:
- Permanent remote work flexibility
- Paid Time Off
- Health Maintenance Organization (HMO) coverage
- Annual performance bonuses
- Dedicated coaches offer an extra channel of support and skill-building
- Opportunities for professional growth
At Hireframe, we cultivate a supportive environment that fosters professional development and success, ensuring our team members thrive in their careers.
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