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Client Success Agent Jobs in Texas (NOW HIRING)

o9 Solutions, Inc.

Client Management Director

Dallas, TX · On-site

$174K - $240K/yr

Guide clients on deploying o9's Agentic AI capabilities, including the Post-Game Agent. * Industry ... Document success stories and best practices to support institutional knowledge and pre-sales ...

o9 Solutions, Inc.

Client Management Director

Dallas, TX · On-site

$174K - $240K/yr

Guide clients on deploying o9's Agentic AI capabilities, including the Post-Game Agent. * Industry ... Document success stories and best practices to support institutional knowledge and pre-sales ...

o9 Solutions, Inc.

Client Management Director

Dallas, TX · On-site

$174K - $240K/yr

Guide clients on deploying o9's Agentic AI capabilities, including the Post-Game Agent. * Industry ... Document success stories and best practices to support institutional knowledge and pre-sales ...

o9 Solutions, Inc.

Client Management Director

Dallas, TX · On-site

$174K - $240K/yr

Guide clients on deploying o9's Agentic AI capabilities, including the Post-Game Agent. * Industry ... Document success stories and best practices to support institutional knowledge and pre-sales ...

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All JobsClient Success Agent JobsClient Success Agent Jobs in Texas

Client Success Agent information

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 are the key skills and qualifications needed to thrive as a client success agent?

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 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.

What are popular job titles related to Client Success Agent jobs in Texas?

For Client Success Agent jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Client Success Agent jobs in Texas look for?

The top searched job categories for Client Success Agent jobs in Texas are:

What cities in Texas are hiring for Client Success Agent jobs?

Cities in Texas with the most Client Success Agent job openings:

Client Success Agent jobs near you
Infographic showing various Client Success Agent job openings in Texas as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

Client Success Consultant

O'Connor & Associates

Houston, TX • On-site

Full-time

Posted 2 days ago

New

Key responsibilities

  • Serve as the primary point of contact for property tax clients via phone and email.

  • Manage a portfolio of client accounts, ensuring all necessary documents are collected and maintained, and provide clients with timely updates on hearing status and account activity.

  • Handle and resolve client service inquiries, concerns, or escalations promptly to maintain client trust.

Job description

Description:

Position Overview: 

We are seeking a motivated, customer service-driven professional to serve as the primary point of contact for a portfolio of residential property tax clients. This role is primarily phone and email based, focused on delivering exceptional client service, maintaining accurate account information, and ensuring clients are supported throughout the property tax appeal process.

The ideal candidate brings strong communication skills, a customer-first mindset, and the ability to manage a high volume of client accounts efficiently.


Key Responsibilities:


Client Communication & Relationship Management

  • Serve as the primary point of contact for property tax clients via phone and email.
  • Make proactive outbound calls to clients to provide updates, gather information, and ensure satisfaction throughout the appeal process.
  • Respond to inbound client inquiries in a timely, professional, and empathetic manner.
  • Maintain consistent client communication through routine account touches and timely updates on hearing progress.
  • Encourage client referrals, testimonials, and favorable Google reviews.

Portfolio & Account Management

  • Manage a portfolio of client accounts, ensuring all necessary documents (Authorization Forms, Client Services Agreements, etc.) are collected and maintained.
  • Add and onboard new accounts into existing client portfolios.
  • Maintain accurate and confidential client records within the company's CRM and account management systems.
  • Provide clients with timely updates on hearing status, account activity, and next steps.

Client Services & Retention

  • Handle and resolve client service inquiries, concerns, or escalations promptly to minimize risk and maintain client trust.
  • Educate clients on property tax services, the appeal process, and available resources in a clear, easy-to-understand manner.
  • Support retention efforts by delivering consistent, high-quality service touchpoints throughout the client lifecycle.

Cross-Functional Collaboration

  • Coordinate with the agent team to support smooth client onboarding and account transitions.
  • Communicate client feedback and trends to leadership to support continuous service improvement.
  • Assist with other duties and strategic initiatives as assigned.
Requirements:
  • 5+ years of experience in customer service, client relations, or account management. Property tax or real estate experience a plus but not required. 
  • Strong interpersonal skills with the ability to establish trust and rapport quickly.
  • Excellent organizational skills and attention to detail.
  • Strong communication skills (both written and verbal), with experience handling client-facing presentations or consultations.
  • Ability to travel as needed, including out-of-state, to meet client demands.
  • Background in property tax consulting, real estate, or financial analysis is a plus (training provided).

Preferred Skills (Not Required):

  • Knowledge of property valuation methodologies (income approach, cost approach, etc.).
  • Experience with CRM platforms, client portals, or similar account management tools.
  • Strong problem-solving and conflict resolution abilities.