Technical Client Success Specialist, Togetherwork
$50k
More information about location
Mission-critical software & payments solutions
Job no longer available
Mission-critical software & payments solutions
201-500 employees
Job no longer available
$50k
More information about location
201-500 employees
Company mission
To ignite the spirit of unity, empower collective growth, and propel communities toward extraordinary achievements.
Role
Who you are
- Minimum two years of experience in client success, technical support, or account management, preferably in a SaaS or nonprofit technology environment
- Proven analytical and problem-solving skills; ability to resolve Tier 1 and Tier 2 technical issues independently
- Excellent customer service and interpersonal skills
- Strong written, verbal, and presentation communication skills
- High attention to detail and strong documentation practices
- Demonstrated experience managing a portfolio of clients with varying levels of customization and support needs
- Proven problem-solving ability and natural curiosity
- Exceptional time management and organizational skills
- Ability to manage multiple priorities and remain calm under pressure
- Self-motivated with the ability to work both independently and as part of a collaborative team
- Eagerness to learn new tools and systems quickly
- Confidence discussing project scopes and estimates with clients
- Strong initiative and passion for client and company success
- Proficiency with Office 365 (Teams, Word, Excel, PowerPoint, OneDrive, Stream)
- Experience with Zendesk, Jira Service Desk, or other ticketing platforms
- Familiarity with Jira and Confluence
- Ability to write and understand basic SQL queries
What the job involves
- ClearView CRM is seeking a Technical Client Success Specialist to manage a portfolio of nonprofit clients, providing expert guidance, high-level technical support, and strategic account management
- In this role, you will educate clients on ClearView CRM’s robust feature set, support highly customized environments, and serve as a bridge between clients and internal teams
- You will collaborate on data conversions, customizations, and implementation projects, while ensuring an exceptional client experience throughout
- As part of a fully remote team, you will work in a fast-paced environment that requires strong multitasking abilities, deep knowledge of client accounts, and a proactive approach to client satisfaction and retention
- Serve as the primary point of contact for all communications between assigned clients and internal teams
- Provide proactive education, support, and communication to your client portfolio
- Build and maintain strong, trusted relationships with clients to drive product adoption and satisfaction
- Deliver consistent updates on the status of support tickets and professional services projects
- Ensure responsiveness to client needs, promoting retention and long-term success
- Identify opportunities to optimize product use and communicate feedback to internal stakeholders
- Collect and document requirements for new professional services work; coordinate client approval on statements of work
- Assist in testing and validating custom work prior to deployment in production environments
- Maintain accurate and current client contact and account details in internal systems
- Report on client metrics and portfolio trends using internal reporting tools
- Promote awareness of new features, training resources, professional services, and ClearView CRM releases
- Provide Tier 1 and Tier 2 technical support via Zendesk and related platforms
- Ensure all clients are running the latest version of the ClearView CRM platform
- Collaborate with peers to provide seamless coverage across the client portfolio
Our take
Togetherwork specializes in providing software and payment solutions tailored for member-based organizations. The company offers a suite of tools designed to enhance group management, member engagement and financial operations.
The company has built a strong reputation for supporting organizations in their growth and operational needs. With solutions that are crafted to simplify membership management, improve communication and optimise payment processes, organizations can deliver high-quality services to their members and constituents.
The company has secured good funding in the past which has supported the company's plans to enhance its capabilities and expand its reach. In 2026 it moved HQ to Austin, TX, from which it will continue its mission to strengthen member-based organizations and contribute to their growth and success.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Medical, dental, and vision insurance options
- 100% employer-paid short/long-term disability
- Basic Life Insurance
- 401(k) with 100% company match up to 4%
- Flexible paid personal/vacation time built on mutual trust and accountability
- 10 sick days annually
- 10 company-paid holidays
- 6 weeks paid parental leave
Company HQ
South River City, Austin, TX
Leadership
Brent Warrington
(CEO)Experienced CEO with a demonstrated history of building winning global software companies across many verticals serving clients big and small.
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