Client Success Associate

Job description

Most “customer support” jobs are reactive. This isn’t that. This role is for someone who keeps things from slipping, keeps clients informed, and keeps execution moving. You are the operational backbone behind the client relationship. Our Client Success Managers lead strategy and outcomes with business owners. Your job is to make sure the plan actually gets executed. If you like structure, follow-through, and making sure nothing falls through the cracks, you’ll do well here. If you struggle with organization, documentation, or fast communication, this role will feel overwhelming. About Yellowstone Local Yellowstone Local is the recruiting partner for skilled trade companies. We help HVAC, plumbing, electrical, and other blue-collar businesses hire better people with systems that work. We are not a staffing agency, and we do not charge big placement fees. We run the full recruiting engine for our clients, then hold the line on process so hires actually happen. We’re profitable, cash-flow positive, and built to scale. Fully remote team. High accountability. Low drama. Why this role exists Our clients rely on consistent execution. Recruiting campaigns, candidate pipelines, interview coordination, and hiring processes all depend on operational follow-through. Without that follow-through, even the best strategy fails. The Client Success Associate exists to keep the operational side of client success running smoothly. You support the Client Success Manager by managing communication, documentation, follow-ups, and internal coordination so the client experience stays organized and responsive. You are not responsible for owning the client relationship or leading the strategy. You are responsible for making sure execution stays tight, and the CSM has the information, follow-ups, and operational support they need to drive results. What we value in a CSA here We hire for a few core “quotients.” You do not need to be perfect in all of them, but you must come in strong and be able to learn fast. Operational Discipline You lead. You do not poll clients for preferences when you already know best practice. You recommend what they need, explain tradeoffs, and hold the line. Trust is earned through competence, then used to drive outcomes. Responsiveness and Communication Clarity You respond quickly, communicate clearly, and ensure clients always know what’s happening. When issues arise, you escalate them early so they can be resolved quickly. Technology Competence Our work runs through tools like Slack, HubSpot, Google Workspace, recruiting platforms, and AI tools. You are comfortable navigating systems, maintaining clean data, and documenting work accurately. Coordination and Follow-through You work closely with your Client Success Manager and coordinate across recruiting, sales, and support teams to keep work moving. You ensure action items are completed, deadlines are met, and internal teams stay aligned. What you’ll do Client Communication and Support Act as an operational point of contact for client communication alongside the CSM. Respond to client inquiries through async channels and maintain clear, professional communication that reflects Yellowstone Local standards. Client Onboarding Support Assist with onboarding logistics by gathering required documentation, preparing systems, and coordinating with internal teams to ensure new clients are properly set up and supported. Operational Execution and Follow-ups Track deliverables, manage follow-ups, and ensure commitments made during client calls are completed. Maintain organized documentation of communications and account activity. Data management and reporting Maintain accurate client records in HubSpot, track engagement data, and support the preparation of reports that help the CSM monitor client performance and outcomes. Internal coordination Work across recruiting and support teams to ensure client-related tasks are completed on time and properly documented. Client health monitoring Track engagement signals, timelines, and operational performance indicators. Surface potential risks or concerns early so the CSM can intervene when necessary. Retention and expansion support Assist the CSM by identifying potential opportunities for additional services and preparing supporting documentation or insights for retention and growth discussions. Who this is for This role fits someone who is: Highly organized and detail-oriented Strong in written communication Reliable with follow-through and task management Comfortable working in fast-moving, asynchronous environments Collaborative and coachable Motivated by helping teams execute effectively This role is not for someone who prefers loosely structured work or struggles with organization, documentation, or deadlines. Compensation and Benefits Compensation $1,280 USD per month starting pay Performance review after 90 days with compensation adjustment based on performance. Benefits Flexible PTO after 90 days Fully remote work from anywhere in the Philippines Long-term stability. The company is profitable with consistent growth. Opportunity for promotion and career advancement Paid via direct deposit with no platform transfer fees How to apply Apply, complete a short screening, and then interview with leadership. We move fast when it’s a fit. Must-have 1–2 years in customer support, client success, account coordination, or operations roles Strong written communication skills (you will communicate heavily through Slack and email) Strong organizational and task management skills Experience using CRM or SaaS tools such as HubSpot, Salesforce, or similar Ability to manage multiple tasks and follow-ups across several clients simultaneously Strongly preferred Experience working in a remote or asynchronous environment Experience supporting SMB clients Familiarity with recruiting, hiring processes, or staffing workflows Experience coordinating cross-functional teams or projects Core Competencies Operational organization Clear written communication Attention to detail Responsiveness and reliability Team collaboration Problem-solving mindset Work Environment & Expectations Remote role with structured accountability High communication and coordination across teams Fast-moving client environment with operational deadlines Growth opportunity into Client Success Manager or other client experience roles Yellowstone Local is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status.