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Customer Success Associate

Remote: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
Philippines

Offer summary

Qualifications:

2+ years in customer support or concierge role, Proficiency in Airtable and support tools, Excellent written communication skills, Strong emotional intelligence, Resourceful and proactive in customer satisfaction.

Key responsabilities:

  • Engage with clients via email, live chat, and social media
  • Guide customers through their Courtly journey with personalized support
  • Maintain knowledge of services to address inquiries
  • Follow up with customers to meet needs
  • Collaborate on improving customer service processes
Aviaras logo
Aviaras Investment Management Startup https://www.aviaras.com/
11 - 50 Employees
About Aviaras
Aviaras is a boutique family office and staffing firm.‍We provide bookkeeping, recruiting, entity admin, due diligence, market research, and full-time executive assistants for successful founders, executives, and families who wish to direct their personal finances and businesses themselves. Our staff is based in the Philippines and Latin Americas, and comes from such as McKinsey, JP Morgan, and Deloitte.‍Traditional family offices force fee-based asset management as a prerequisite to accessing the services that clients actually want. Frustrated by this, our founders created Aviaras to take the best parts of an office and offer them a la carte so each family can tailor them to their specific needs. We make money by doing great work, not by managing your money.‍We look forward to serving you and your family.
See more Aviaras offers

Job description

Responsibilities

  • Must be available starting each day at 9am MDT US Time
  • Serve as the voice and ambassador of the Courtly brand, engaging with clients through email, live chat, and social media
  • Guide customers through every step of their Courtly journey, providing proactive, personalized support
  • Maintain in-depth knowledge of Courtly’s services to address and troubleshoot customer inquiries effectively
  • Take initiative to follow up with customers and ensure their needs are met in a timely manner
  • Keep detailed and organized records of customer interactions
  • Collaborate with the team to create and improve customer service processes, including documentation
  • Meet and exceed customer experience KPIs set by Customer Success Managers
  • Assist in building a community of loyal Courtly customers

Requirements

  • 2+ years of experience in a customer support or concierge role, preferably within a fast-paced, high-touch environment
  • Proficiency in Airtable and support tools like Intercom or similar platforms
  • Excellent written communication skills with a detail-oriented approach
  • Strong emotional intelligence and a genuine passion for helping others
  • Initiative, resourcefulness, and a proactive attitude in ensuring customer satisfaction
  • Ability to work independently while contributing to the team’s success

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Investment Management
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

IntercomCustomer SupportAirtableProject CollaborationCustomer EngagementOnline Communication

Other Skills

  • Emotional Intelligence
  • Problem Solving
  • Record Keeping
Are you interested?

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