Customer Success Associate

The Customer Success Associate is responsible for helping customers reclaim their time and reduce the stress of everyday hassles. This role is ideal for someone who enjoys solving problems and isn’t afraid to pick up the phone. You will support customer requests by contacting, interviewing, and vetting providers (contractors, repair shops, healthcare offices, pet services, travel support, etc.), gathering key information, and documenting your findings clearly so the customer can make quick, confident decisions.

• →Act as the face of the LifeConcierge service by supporting customer requests with empathy, speed, and accuracy
• →Call providers to request quotes, confirm details, and assess fit (availability, responsiveness, pricing, services, etc.)
• →Vet providers using a consistent approach (reviews, license/insurance, responsiveness, customer experience, professionalism)
• →Gather and document critical details from provider calls in clear, structured notes that are easy for teammates and customers to understand
• →Communicate updates and next steps to customers via chat, email, and/or phone
• →Proactively identify missing information, ask thoughtful follow-up questions, and remove friction for customers
• →Manage multiple requests at once while maintaining quality, urgency, and attention to detail
• →Partner with the broader Customer Success team to improve playbooks, workflows, and provider vetting standards
• →Meet or exceed team KPIs related to response time, productivity, documentation quality, and customer satisfaction

• Fluent in English (spoken and written)

• Confident and professional on the phone — able to build rapport quickly and ask direct questions
• Excellent note-taking and documentation skills (you capture details accurately, clearly, and fast)

• Strong critical thinking and problem-solving skills

• Open to feedback and motivated to continuously improve quality, accuracy, and efficiency
• Inquisitive mindset: you naturally ask “what else?” and dig deeper when something doesn’t add up
• Proactive and resourceful: you take ownership and drive requests to completion

• Tech-curious and comfortable learning new tools and systems

• Reliable, punctual, and organized; able to manage time well in a fast-paced environment
• Calm, empathetic communicator — even in urgent or stressful customer situations
• Experience in customer support, concierge, operations, or provider/vendor management Bilingual English/Spanish
• Experience working with contractors, service professionals, or service marketplaces

• Familiarity with CRMs, ticketing tools, or chat support tools

At Clark Outsourcing, we’re redefining what it means to work in a BPO. This isn’t your regular office setup - it’s where careers flourish, friendships grow, and fun is always part of the deal. Our culture is unmatched (seriously, our team swears by it), and we promise you’ll have to experience it yourself to believe it.

Here’s what’s in store for you:

At CO, it’s not just about work - it's about loving where you work. Ready to experience the best workplace ever? We can’t wait to welcome you to the team!