Customer Service & Client Success Associate

Job Overview:

We’re looking for a service-driven and solutions-oriented Customer Service & Client Success Associate to help our clients. This role is about more than answering phones—you’ll be a key player in providing marketing support, generating new opportunities, and helping clients get the most out of our products and services.

You’ll use tools like Salesforce CRM a to track, analyze, and manage client relationships, while collaborating across departments to ensure a seamless experience from order to delivery. Candidates with a background or interest in real estate, printing, or marketing will thrive in this fast-paced, hands-on environment.

We offer competitive benefits including Medical, FSA, Dental, Vision, and 401(k).

Key Responsibilities:

• Provide outstanding service via phone, email, and chat—responding promptly and professionally to client inquiries


• Proactively manage assigned client orders follow up queue to ensure we get the orders out in a timely manner


• Guide clients through product options, marketing campaign tools, and printing services


• Use Salesforce to log interactions, manage customer records, and track leads


• Identify client needs and recommend solutions to support their marketing goals


• Partner with teams across Marketing, Production, and Sales to drive the best possible outcomes for our clients. 


• Resolve issues with urgency and a problem-solving mindset, ensuring every client feels valued

Qualifications:

• 2+ years in a customer service or client success role, preferably in a call center or B2B environment


• Familiarity with Salesforce CRM, Excel, and digital tools


• Strong knowledge or interest in real estate, marketing, or printing industry preferred


• Exceptional communication skills with an upbeat and professional attitude


• Strong ability to multitask, prioritize, and stay organized in a fast-paced setting


• Proven track record of meeting or exceeding performance goals


• Team-oriented with a passion for helping others succeed

Special Demands:

• Ability to lift materials, work occasionally in warehouse conditions with production/design teams


• May include prolonged standing and light travel (up to 25%)