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Client Success Agent Jobs (NOW HIRING)

Overview In the Client Success Agent II role, you'll bring courage into every conversation, empowering clients with the confidence to take control of their financial future. Your compassion and ...

We are seeking a detail-oriented and proactive Customer Success Agent to support our sales team by ... client preferences. * Maintain accurate and up-to-date records of all scheduled activities in the ...

We are seeking a detail-oriented and proactive Customer Success Agent to support our sales team by ... client preferences. * Maintain accurate and up-to-date records of all scheduled activities in the ...

We are seeking a detail-oriented and proactive Customer Success Agent to support our sales team by ... client preferences. * Maintain accurate and up-to-date records of all scheduled activities in the ...

By digitally capturing agent banks' data on a real-time basis, Versana provides unprecedented ... The Client Success Operations Associate reporting to the Head of Product, Client Success will ...

By digitally capturing agent banks' data on a real-time basis, Versana provides unprecedented ... The Client Success Operations Associate reporting to the Head of Product, Client Success will ...

Client Success Associate We are seeking a Client Success Associate to join our luxury real estate ... We cover Residential, Commercial, Agent and Town services across the Northeast. Work With Us Join ...

On-Site Position Overview The Client Success Specialist partners with agents and internal teams to ... Configure and tailor solutions to align with agent operations and requirements * Train agents and ...

On-Site Position Overview The Client Success Specialist partners with agents and internal teams to ... Share agent feedback and insights with internal teams to support continuous improvement * Maintain ...

Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In ... We cover Residential, Commercial, Agent and Town services across the Northeast. Work With Us Join ...

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Client Success Agent information

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How much do client success agent jobs pay per hour?

As of May 30, 2026, the average hourly pay for client success agent in the United States is $24.22, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $25.24 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Success Agent, and why are they important?

To thrive as a Client Success Agent, you need strong communication, problem-solving, and relationship management skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software such as Salesforce or HubSpot and proficiency with support ticketing systems are commonly required. Exceptional empathy, patience, and a proactive approach help build trust and rapport with clients. These capabilities are crucial for ensuring client satisfaction, retention, and long-term business growth.

What are some common challenges faced by Client Success Agents and how can they be addressed?

Client Success Agents often encounter challenges such as managing multiple client accounts with varying needs, handling difficult conversations when clients are dissatisfied, and balancing proactive support with reactive problem-solving. Success in this role often relies on strong organizational skills, effective communication, and the ability to prioritize tasks under pressure. Building solid relationships with clients and collaborating closely with sales, support, and product teams helps address client issues efficiently and ensures a positive client experience.

What does a Client Success Agent do?

A Client Success Agent is responsible for ensuring that customers have a positive experience with a company's products or services. They act as a main point of contact for clients, helping to address questions, resolve issues, and provide ongoing support. Their goal is to build strong relationships, encourage customer loyalty, and help clients achieve their desired outcomes. Client Success Agents may also provide training, gather feedback, and collaborate with internal teams to improve services.

What is the difference between Client Success Agent vs Customer Support Specialist?

AspectClient Success AgentCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften high school diploma or equivalent; technical knowledge may be preferred
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageUsed in SaaS, tech, and service industries focusing on retentionCommon across retail, telecom, and tech sectors for troubleshooting

The main difference is that Client Success Agents focus on proactive relationship management and client retention, while Customer Support Specialists primarily handle reactive issue resolution. Both roles require strong communication skills but serve different stages of the customer journey.

More about Client Success Agent jobs
What cities are hiring for Client Success Agent jobs? Cities with the most Client Success Agent job openings:
What states have the most Client Success Agent jobs? States with the most job openings for Client Success Agent jobs include:
Infographic showing various Client Success Agent job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 33% In-person, and 67% Remote job distribution, with an average salary of $50,369 per year, or $24.2 per hour.

Client Success Agent

Renaissance Historic Exteriors

Belvidere, IL • On-site

$20 - $25/hr

Full-time

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

Customer Success Agent (CSA)

Belvidere, IL | Full-Time | Monday–Friday, 8:00 AM – 5:00 PM
Job Overview
We are seeking a proactive and customer-focused Customer Success Agent (CSA) to serve as the front-line representative of our company. In this role, you will be the first point of contact for clients and prospects, responsible for delivering an exceptional customer experience while supporting sales, scheduling, and operational coordination.
Your ability to build trust, communicate value, and manage client relationships will directly contribute to company growth and long-term customer satisfaction.
Key Responsibilities:
Appointment Scheduling & Lead Conversion:
  • Answer inbound calls with professionalism and enthusiasm.
  • Qualify leads and gather customer information efficiently.
  • Educate prospects on services and communicate company value.
  • Convert inquiries into paid appointments for roofing specialists and technicians.
  • Process payments and schedule appointments based on client availability.
  • Maintain accurate records in CRM (HubSpot).
  • Follow up with clients before and after appointments to ensure satisfaction.
Client Communication & Project Coordination:
  • Contact clients after contract signing to confirm details and timelines.
  • Provide regular updates regarding project scheduling.
  • Communicate any changes promptly and professionally.
  • Coordinate with internal teams (sales, production, technicians).
  • Reinforce payment expectations and service timelines.
Client Care Program Support:
  • Schedule and coordinate Client Care Club visits.
  • Assist in preparing and delivering service reports.
  • Promote and sell maintenance programs to clients.
  • Track participation, invoicing, and engagement.
Customer Support & Issue Resolution:
  • Address client concerns and resolve issues efficiently.
  • Manage refund requests according to company guidelines.
  • Coordinate billing accuracy with accounting.
  • Follow up on outstanding invoices and collect payments.
  • Encourage satisfied clients to leave reviews and provide referrals.
Operational & Administrative Support:
  • Support daily office operations and team objectives.
  • Assist with proposal preparation and delivery.
  • Answer phones and manage messages, including after-hours coordination.
  • Maintain internal communication and assist team members as needed.
  • Keep accurate activity records and update performance scorecards.
Sales Tracking & Reporting:
  • Track and report on:
    • Appointments completed
    • Proposal values
    • Sales pipeline (“funnel”)
    • Close ratios and total sales
  • Ensure all sales activities are properly documented in CRM.
Qualifications:
  • Strong communication and interpersonal skills.
  • Customer-first mindset with a positive attitude.
  • Ability to multitask and stay organized in a fast-paced environment.
  • Sales or customer service experience preferred.
  • Proficiency with CRM systems (HubSpot or similar is a plus).
  • Problem-solving skills and attention to detail.
Compensation & Benefits:
  • Hourly position (overtime requires prior approval).
  • Paid Time Off (after eligibility period).
  • Holiday Pay (after 90 days).
  • Health Insurance (after 90 days).
  • 401(k) (after 1 year).
  • Participation in company programs.
Why Join Us?
You’ll play a critical role in shaping the customer experience while working alongside a supportive team dedicated to delivering high-quality service. This is a great opportunity for someone who enjoys helping people, thrives in a structured environment, and wants to grow within a service-driven organization.

About Renaissance Historic Exteriors:

Renaissance is a nationally recognized commercial and residential historical restoration company, specializing in traditional exterior historical building systems. Our craftsman work on roofing systems, structural and finish carpentry, masonry, architectural sheet metal and other historical systems not commonly found in current construction methods. Our clients include State Capitols, Churches, Universities, Libraries, Private Estates and properties of all types on the National Register of Historical Places. We have been awarded numerous local and national awards for our efforts. We have an industry leading safety program to protect our team members.