[Remote] Technical Customer Success Manager (Remote - USA Preferred)

Note The job is a remote job and is open to candidates in USA. Insurance Life Advisors is seeking a Technical Customer Success Manager to enhance their customer support and onboarding operations as they scale. The role involves troubleshooting technical issues, leading a support team, and improving customer experience through automation and AI. Responsibilities Handle complex customer issues escalated by our support team Join client calls and Zoom meetings when needed Build trust with clients and help them get maximum value from our platform Resolve issues quickly and professionally Diagnose and resolve CRM, automation, workflow, and integration issues Troubleshoot CRM workflows Webhooks Domains and DNS records Email and SMS delivery issues Calendar integrations Lead routing and automations Escalate development issues when necessary, but own the investigation process Manage and support our customer support team Provide guidance, coaching, and escalation support Ensure support SLAs are maintained Drive accountability and continuous improvement Assist with client onboarding Train clients on platform functionality and best practices Help clients adopt new features and workflows Improve support processes and documentation Build and maintain SOPs Help implement AI and automation within the support function Identify opportunities to reduce tickets and improve efficiency Skills Experience administering or supporting a CRM platform Experience with workflows, automations, integrations, or marketing technology Strong troubleshooting and problem-solving ability Excellent written and verbal communication skills Ability to manage multiple priorities without dropping the ball Strong sense of ownership and accountability Comfortable working directly with clients GoHighLevel experience HubSpot experience Salesforce administration experience Marketing automation experience Zapier, Make, or webhook experience Meta advertising knowledge Customer Success leadership experience Benefits Competitive salary based on experience. For exceptional candidates with the right combination of technical ability, customer success experience, and leadership capability, we are prepared to pay accordingly. ImportantThis is a long-term W-2 employee role. Company Overview It was founded in undefined, and is headquartered in Miami, FL, US, with a workforce of 2-10 employees. Its website is https//meetcassi.com/.

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