Technical Client Success Specialist (Remote- US Based)

Important Notice:
This job posting is exclusively for current Togetherwork employees. Applications from external candidates will not be considered at this time.

If you are not a Togetherwork employee interested in joining our team, please explore future opportunities on our public career page: https://www.togetherwork.com/careers/.

Job Summary 

ClearView CRM is seeking a Technical Client Success Specialist to manage a portfolio of nonprofit clients, providing expert guidance, high-level technical support, and strategic account management. In this role, you will educate clients on ClearView CRM’s robust feature set, support highly customized environments, and serve as a bridge between clients and internal teams.

You will collaborate on data conversions, customizations, and implementation projects, while ensuring an exceptional client experience throughout. As part of a fully remote team, you will work in a fast-paced environment that requires strong multitasking abilities, deep knowledge of client accounts, and a proactive approach to client satisfaction and retention.

 Responsibilities

• Serve as the primary point of contact for all communications between assigned clients and internal teams
• Provide proactive education, support, and communication to your client portfolio
• Build and maintain strong, trusted relationships with clients to drive product adoption and satisfaction
• Deliver consistent updates on the status of support tickets and professional services projects
• Ensure responsiveness to client needs, promoting retention and long-term success
• Identify opportunities to optimize product use and communicate feedback to internal stakeholders
• Collect and document requirements for new professional services work; coordinate client approval on statements of work
• Assist in testing and validating custom work prior to deployment in production environments
• Maintain accurate and current client contact and account details in internal systems
• Report on client metrics and portfolio trends using internal reporting tools
• Promote awareness of new features, training resources, professional services, and ClearView CRM releases
• Provide Tier 1 and Tier 2 technical support via Zendesk and related platforms
• Ensure all clients are running the latest version of the ClearView CRM platform
• Collaborate with peers to provide seamless coverage across the client portfolio

Requirements 

• Minimum two years of experience in client success, technical support, or account management, preferably in a SaaS or nonprofit technology environment
• Proven analytical and problem-solving skills; ability to resolve Tier 1 and Tier 2 technical issues independently
• Excellent customer service and interpersonal skills
• Strong written, verbal, and presentation communication skills
• High attention to detail and strong documentation practices
• Demonstrated experience managing a portfolio of clients with varying levels of customization and support needs
• Proven problem-solving ability and natural curiosity
• Exceptional time management and organizational skills
• Ability to manage multiple priorities and remain calm under pressure
• Self-motivated with the ability to work both independently and as part of a collaborative team
• Eagerness to learn new tools and systems quickly
• Confidence discussing project scopes and estimates with clients
• Strong initiative and passion for client and company success

Technical Skill

• Proficiency with Office 365 (Teams, Word, Excel, PowerPoint, OneDrive, Stream)
• Experience with Zendesk, Jira Service Desk, or other ticketing platforms
• Familiarity with Jira and Confluence
• Ability to write and understand basic SQL queries

Employee Referral Bonus

This position is eligible for a $1,000 employee referral

Access Referral Form Here

Salary Range Disclosure

The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.

Salary Range

US Remote: $50,000  USD per year