[Remote] Technical Customer Success Manager (Remote - USA Preferred)

Remote Full-time
Note: The job is a remote job and is open to candidates in USA. Insurance Life Advisors is seeking a Technical Customer Success Manager to enhance their customer support and onboarding operations as they scale. The role involves troubleshooting technical issues, leading a support team, and improving customer experience through automation and AI.ResponsibilitiesHandle complex customer issues escalated by our support teamJoin client calls and Zoom meetings when neededBuild trust with clients and help them get maximum value from our platformResolve issues quickly and professionallyDiagnose and resolve CRM, automation, workflow, and integration issuesTroubleshoot:CRM workflowsWebhooksDomains and DNS recordsEmail and SMS delivery issuesCalendar integrationsLead routing and automationsEscalate development issues when necessary, but own the investigation processManage and support our customer support teamProvide guidance, coaching, and escalation supportEnsure support SLAs are maintainedDrive accountability and continuous improvementAssist with client onboardingTrain clients on platform functionality and best practicesHelp clients adopt new features and workflowsImprove support processes and documentationBuild and maintain SOPsHelp implement AI and automation within the support functionIdentify opportunities to reduce tickets and improve efficiencySkillsExperience administering or supporting a CRM platformExperience with workflows, automations, integrations, or marketing technologyStrong troubleshooting and problem-solving abilityExcellent written and verbal communication skillsAbility to manage multiple priorities without dropping the ballStrong sense of ownership and accountabilityComfortable working directly with clientsGoHighLevel experienceHubSpot experienceSalesforce administration experienceMarketing automation experienceZapier, Make, or webhook experienceMeta advertising knowledgeCustomer Success leadership experienceBenefitsCompetitive salary based on experience.For exceptional candidates with the right combination of technical ability, customer success experience, and leadership capability, we are prepared to pay accordingly.ImportantThis is a long-term W-2 employee role.Company Overview It was founded in undefined, and is headquartered in Miami, FL, US, with a workforce of 2-10 employees. Its website is https://meetcassi.com/.

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