About the Role
We’re looking for a Chat Support Specialist to join our customer success team. You’ll work with clients to ensure they’re getting the most value from our platform, identify growth opportunities, and help solve their key business challenges.
As a Chat Support Specialist, you’ll own the customer experience across a portfolio of accounts. You’ll focus on measurable outcomes, build strong relationships with stakeholders, and act as a bridge between customers and our product teams.
What You’ll Do
Customer Success & Growth
• Help customers realize value from our platform and achieve their business goals
• Identify opportunities to deepen customer engagement and support account growth
• Build and maintain strong relationships with multiple contacts within customer accounts
• Develop success plans tied to customer goals and long-term growth
• Conduct regular business reviews to track progress and plan next steps
Risk Management & Retention
• Monitor customer health and engagement to identify potential concerns early
• Develop action plans when customers show signs of dissatisfaction
• Work proactively to retain and grow existing customer relationships
Cross-Team Collaboration
• Partner with sales, implementation, and support teams to deliver excellent customer experiences
• Share customer feedback and insights with product and engineering teams to inform improvements
• Communicate customer needs to internal stakeholders
• Work across departments to remove barriers and deliver results
Data & Analytics
• Use customer data and dashboards to identify opportunities and track success
• Make decisions based on metrics and customer insights
• Monitor key performance indicators across your customer base
Skills and Background We’re Looking For
• Experience working with business software (B2B SaaS) — ideally in accounting, professional services, or similar fields
• Proven ability to manage customer relationships and drive account growth
• Strong communication skills; comfortable talking with business leaders and explaining return on investment
• Comfortable working with CRM systems, customer success platforms, and analytics tools
• Ability to work in a data-driven environment and make decisions based on metrics
• Strong organizational skills and ability to manage multiple customer accounts
• Experience working in distributed or remote teams
• Willingness to travel occasionally for customer meetings or industry events
No Prior Experience?
If you’re strong on communication, relationship-building, and problem-solving but don’t have all the experience listed above, we encourage you to apply. We provide full training and support to help you succeed in this role.
What We Offer
• Fully remote work — no office required, work from anywhere
• Competitive entry-level pay, details shared upon application
• Flexible time off and encouraged work-life balance
• Comprehensive health benefits
• Professional development and training opportunities
• Supportive, collaborative team environment
• Clear career growth opportunities within a growing company
• Work with an experienced, high-performing team
• Diversity and inclusion are core to our values
About Us
We’re a globally distributed company with team members across multiple countries and time zones. We build software that helps professionals work more efficiently and collaboratively. We’re growing rapidly, well-funded, and committed to creating a positive workplace where every team member can thrive.
Location
Open to applicants worldwide. This is a fully remote role.
Contract Length
Full Time, Permanent
Rate
Competitive entry-level pay, details shared upon application.
We’re committed to building a diverse and inclusive team. Research shows that underrepresented groups are less likely to apply unless they meet every single criterion. If you’re a good fit culturally and can learn quickly, we’d love to hear from you — even if your experience doesn’t perfectly match the description.
If you need any adjustments or accommodations during the application process, please let us know and we’ll do our best to help.
Ready to get started? Submit your application below.