US Job Finders is searching for a:

Client Success Support Specialist – Dental Marketing (Remote)

Location: Remote (South America or Central America)

Employment Type: Full-Time

Experience Required: 2+ years of customer service experience

Working Hours: Central Time (CST) business hours

Language Requirement: Fluent English (spoken and written)

Travel: Occasional travel, up to 10–20% of the time, for in-person team meetings

About the Role

US Job Finders is seeking an organized, tech-savvy Client Success Support Specialist to support the Client Success team at a U.S.-based marketing and technology company that serves dental practices. This is an entry-level, support-focused position. You will work alongside the Client Success Directors and the Client Onboarding team, helping them stay organized, prepared, and responsive so that clients stay happy and renew.

Day to day, you will keep projects and CRM records moving in Wrike and HubSpot, build client-facing presentations and product reports, keep the team’s resources organized, and step in as backup for onboarding and billing tasks. As you grow, you may also be assigned one or two client accounts of your own.

We are looking for someone who works well with busy senior leaders, learns new software quickly, and takes pride in clean, accurate, on-time work. Experience with dental practices is not required, but a background in customer service, client success, or marketing support will help you get up to speed fast.

Key Responsibilities

Client Success Team Support

• Support the Client Success Directors and their teams with day-to-day tasks, follow-ups, and requests from the COO and CS leadership.

• Assist with project management tasks in Wrike and CRM tasks in HubSpot, keeping records current and accurate.

• Support the New Client Onboarding team as needed.

• Maintain the Client Success team’s information repository in Google Drive so documents are easy to find and up to date.

• Provide “out of office” coverage for the CS Directors and the Client Onboarding Manager.

• Plan and coordinate travel arrangements for in-person team meetings.

• Handle one or two assigned client accounts, with guidance from the CS Directors.

Presentations, Reporting & Proposals

• Learn the company’s marketing products and be able to explain them clearly.

• Prepare client-facing slide decks on marketing analytics and on dental practice operations for the CS team.

• Create product-specific reports for OTT, Pre-Roll, and Direct Mail campaigns.

• Help prepare renewal proposals and other sales decks.

Practice Assessment Tool & Data Connections

• Learn the Practice Assessment Tool and Fee Schedule Review so you can support clients and teammates with them.

• Maintain training materials for these tools, including courses hosted on the Teachable platform.

• Assist the Onboarding team with installing Veritas data connections between client practices and the company’s software, including client communication when needed.

• Check that Veritas data connections stay current for existing clients and coordinate re-installs when needed.

CRM Tracking (HubSpot)

• Become the team’s go-to person for HubSpot.

• Track churn, renewals, and upsells (actual and forecasted) in HubSpot.

• Attend the weekly CS leadership churn meeting and keep the HubSpot dashboard accurate in real time.

Billing Backup

• Serve as backup to the client billing specialist.

• Update client billing subscriptions and apply bill credits as needed.

• Follow up on past-due accounts as part of the accounts receivable process.

• Train internal users on billing and payment gateway platforms.

Required Skills & Qualifications

• 2+ years of customer service experience.

• Fluent spoken and written English, with strong, professional communication skills.

• Intermediate skills in Microsoft Excel or Google Sheets and in CRM software.

• Strong organizational and analytical skills, with close attention to detail.

• Comfortable supporting busy senior leaders and responding quickly to requests.

• Quick learner who picks up new software and processes easily.

• Bachelor’s degree, or an equivalent combination of education and work experience.

• Ability to work Central Time business hours and travel up to 10–20% of the time.

• Experience in at least two of the following areas (more is better): customer service, client success, project management, CRM reporting, digital marketing, marketing analytics, dental practice management, payment processors or gateways.

Nice to Have

• Experience with dental practices or dental practice management software (not required).

• Hands-on HubSpot experience.

• Experience with Wrike or a similar project management tool.

• Experience building client-facing presentations in PowerPoint.

• Experience with digital marketing reporting (OTT, pre-roll, direct mail).

• Experience with billing platforms, subscriptions, or collections.

• Comfort using AI tools such as Claude to work faster and improve the quality of your work.

Technology & Systems

• HubSpot (CRM and dashboards)

• Wrike (project management)

• Google Drive, Google Sheets and Microsoft Excel

• PowerPoint (client-facing presentations)

• Claude (AI assistant)

• Teachable (training courses)

Working Hours

Central Time (CST) business hours. This is a full-time remote position. Occasional travel of up to 10–20% may be needed for in-person team meetings.

What We Offer

• Full-time, 100% remote position with a U.S.-based company

• Competitive compensation based on experience

• Hands-on training and support from the Client Success team

• Direct exposure to senior leaders and to the day-to-day work of a client success organization

• Quarterly performance reviews

• Room to grow as the team grows, including potential for more responsibility and client ownership

What Success Looks Like

• CS Directors and the onboarding team get fast, reliable support and spend less time on admin.

• HubSpot and Wrike records are accurate, current, and trusted by the team.

• Client decks, product reports, and renewal proposals are accurate, polished, and ready on time.

• New clients are onboarded quickly, and Veritas data connections stay up to date.

• Churn, renewal, and upsell tracking is clean, so leadership can rely on the dashboard.

• Clients stay with the company and have a smooth, responsive experience.