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Customer Success Support

hace 2 meses


Ciudad de México, Ciudad de México Sagan A tiempo completo

Job Title: Customer Success Support - LATAM
Location:
Remote (CST Time zone)Salary Range: up to 2500 USD

Work Schedule: Monday-Friday, 8:30 AM to 5:30 PM CSTMornings are usually the busiest as the team reviews overnight work.

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Discover a world of career possibilities with Sagan.

Client Overview:

We represent a company dedicated to delivering exceptional customer success support services. We pride ourselves on our commitment to quality, innovation, and excellence in customer satisfaction.

Position Overview:

The Customer Success Support role is integral to ensuring our clients receive the best possible service. The position involves generating job takeoffs, writing estimates, reviewing job costs, documenting processes, and putting together SOPs. The successful candidate will work closely with the Customer Success Manager (CSM), to ensure all tasks are completed accurately and efficiently. The ideal candidate is a detail-oriented and analytical individual with strong organizational skills and proficiency in Google Suite and QuickBooks. They should have excellent English communication abilities and the ability to quickly learn new software tools such as and QuickBooks.

Key Responsibilities:

  • Generating Job Takeoffs: Create initial assessments and documentation for new projects.
  • Writing Estimates: Draft estimates for review by the CSM.
  • Reviewing Job Costs: Analyze completed job costs and calculate profit margins.
  • Tracking Material Costs: Maintain records of common material costs for easy reference.
  • Populating Job Photos: Compile and organize photos of completed jobs into customer-facing documents.
  • Scheduling Assistance: Assist in the scheduling of projects and tasks.
  • Documenting Processes: Develop and document Standard Operating Procedures (SOPs).
  • Job Tracking and Analysis: Maintain and analyze job tracking Excel sheets to identify areas of improvement.

Qualifications:

  • Previous experience as a Customer Success Support or similar role.
  • Strong proficiency in Google Suite (Slides, Sheets).
  • Excellent English language ability.
  • Attention to detail and strong organizational skills.
  • Basic knowledge of AI tools (nice-to-have).

Nice-to-Haves:

  • Proficiency in and QuickBooks (both can be learned on the job).
  • Familiarity with additional project management software.