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Client Success Associate

Virtual Wizards
Full-time
Remote
Worldwide
$1,200 - $1,400 USD monthly
Customer Service Roles

Client Success Associate

Company: Apex Event & Party Rentals

Location: Remote (Latin America)

Type: Full-Time

Reports To: Owner


About Apex Event & Party Rentals

Apex Event & Party Rentals is a fast-growing Florida-based event rental company entering its busy season. We support weddings, corporate events, private parties, and large-scale gatherings.

We are not hiring a “task-taker.”

We are hiring someone who can own outcomes.

This is a revenue-driving, operations-accountable role that combines sales, coordination, customer experience, and quality control.


Role Overview

The Client Success Lead owns the entire client journey from first inquiry to post-event follow-up.

You will:

  • Handle 30+ inbound calls per day during peak season
  • Respond quickly and professionally to inquiries
  • Build accurate quotes
  • Upsell and increase average order value
  • Coordinate execution with warehouse and dispatch
  • Ensure every event runs smoothly
  • Protect and elevate the company’s reputation

This is a profit-center role, not administrative support.


What Success Looks Like

Within the first 60–90 days, you should:

  • Respond to new leads within defined SLAs (ideally under 5 minutes during business hours)
  • Increase close rates
  • Increase average order value
  • Maintain a clean, disciplined CRM pipeline
  • Reduce service errors through better coordination
  • Generate more 5-star Google reviews
  • Operate independently with clear decision-making authority

Key Responsibilities

1. Sales & Revenue Ownership

  • Respond to inbound leads via phone, email, and CRM
  • Conduct discovery (guest count, venue, logistics, budget, aesthetic preferences)
  • Build accurate and consultative quotes
  • Upsell premium items (chairs, linens, tents, accessories, delivery upgrades)
  • Follow up consistently until closed or disqualified
  • Maintain clean CRM stages and next steps
  • Track pipeline performance and revenue metrics

2. Client Lifecycle & Operations Coordination

  • Act as the single point of contact from inquiry to pickup
  • Ensure contracts, waivers, and payments are completed
  • Translate client needs into clear instructions for warehouse and dispatch
  • Confirm delivery windows and logistics alignment
  • Troubleshoot changes and handle exceptions
  • Operate within defined escalation rules

3. Quality Control & Reputation Management

  • Conduct post-event follow-ups
  • Convert satisfied clients into Google reviews
  • Handle service recovery within defined authority limits
  • Log recurring issues and propose process improvements

4. Digital & Social Proof

  • Curate event photos
  • Write on-brand captions
  • Coordinate photo collection and posting cadence
  • Support consistent social proof generation

Ideal Candidate Profile

We are hiring a process owner, not a warm body.

Required Traits

  • Near-native professional English (spoken and written)
  • Strong customer service mindset
  • Sales-oriented and commercially aware
  • Comfortable handling 30+ calls daily
  • Independent problem solver
  • Stress-tolerant in time-sensitive situations
  • Decisive and accountable
  • Highly organized and CRM-disciplined

Nice-to-Have Background

  • Event rentals
  • Hospitality
  • Logistics
  • Service businesses
  • Experience owning both sales and coordination
  • CRM experience (HubSpot, Goodshuffle, or similar)
  • Familiarity with integrated VoIP systems

Authority & Decision-Making

You will operate with:

  • Defined discount authority
  • Defined service recovery authority
  • Clear escalation thresholds

We are screening for people who can own outcomes without escalating everything.