Remote Client Success Administration

This role can be performed anywhere in the US

The Client Success Admin role will help support the Client Success team by completing administrative work during the PST hours of 9AM to 5PM. This role is perfect for someone looking for a remote admin role in the cannabis industry.

The Client Success Administration will be expected to complete tasks pertaining but not limited to the responsibilities and expectations listed below.


Contact clients via phone, text, and email to discuss questions, concerns, and service information. Effectively and independently prioritize projects

Administrative duties included but not limited to; document management, report tracking, and tasks relevant to meeting company goals

Partner with internal teams to ensure client's needs are being met promptly

Input and track client notes and activity in Hubspot, Canopy/ProConnect, and QuickBooks Online, and accurately log outcomes of customer discussions

Own the customer feedback survey process and reporting to share with Management, Sales and Marketing teams

Work as part of a collaborative team to ensure our client’s needs are met quickly and with great care Answer the company's main 1-800 number and identify serious leads. Track and log all calls in CRM software.

Comfortable seeking feedback on their performance and suggesting new ways of doing things to increase efficiency.

Physical Requirements

No description provided.

Working Environment


This role is open to any US location but will require work to be completed from 9AM to 5PM PST/PDT

This role will start at $15/hour and is 1099 Contract Role with the ability to promote into a future opening with firm


Our ideal Client Success Admin is enthusiastic about solving problems and answering questions while not always having the answers available. This role will require a person that is driven to learn and solve problems on their own and be comfortable asking questions. We are looking for someone that has amazing communication skills, a positive attitude, and wants to work closely with our team to provide excellent customer service to our clients. Candidates with previous experience working in a tax firm, financial institution, or a law firm are desired. The following are the skills and attributes we are seeking for this role:

Comfortable talking to clients throughout the day (via phone and zoom) and the ability to critically think through their issues to problem solve effectively Highly organized and able to multitask Able to prioritize effectively on their own and find the most efficient workflow possible. Naturally self-driven and proactive. Excellent communication and interpersonal skills High computer literacy and the ability to learn new software quickly Knowledge of customer success processes Experience in document creation and retention Patient and an active listener Passion for service


High School Diploma

About Green Growth CPAs

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