Remote Position
[Remote] Remote Customer Success Specialist
🌍 Remote · United States
💼 Full-time
Note: The job is a remote job and is open to candidates in USA. NextLevel CRM is hiring a Customer Success Specialist to support insurance agents using its CRM. The role focuses on onboarding agents, setting up accounts, resolving account issues, and responding to support requests through tickets, email, and Zoom.
Responsibilities
- Run onboarding Zoom calls with new agents
- Set up new agent accounts inside the CRM
- Register business phone numbers so agents can text their leads (A2P texting registration)
- Work the support ticket queue
- Run support Zoom calls with agents who need help
- Answer support emails
- Fix and correct account problems
Skills
- A bachelor's degree
- 2+ years in customer support, customer success, or account management
- Experience supporting customers on a software product, helping them set up or fix things inside the software
- Excellent written and spoken communication
- A calm, professional manner, even with a frustrated customer
- Strong attention to detail. Small mistakes in account setup cause big problems later
- You must live in the United States and be authorized to work here without sponsorship
- Experience with GoHighLevel (HighLevel) or a similar CRM
- Experience in the insurance industry, or an insurance license
- Experience with Meta (Facebook) Ads Manager
Benefits
- 100% remote within the United States
- Paid time off
- Paid holidays
Company Overview