csm assistant ( Work from Home)TSG Outsourcing

How to Apply:
Copy and Paste the Link below in the browser to generate the application form:
https://forms.gle/6jCzuQw2WhQsN3Kf8 
 
Rate: $7/hr and earn up to PHP70,000+/month 
Schedule: US Business Hours (EST/PST overlap) 
 
CSM Assistant (Work from Home)
 
About the Role
Each CSM Assistant is embedded directly with one or two enterprise or SMB Customer Success Managers. This is a named, visible role - you appear on account team rosters, join customer meetings, and own a defined slice of account coordination and health work end-to-end. This is a force multiplier role, not a note-taker role. The best performers own their slice without being asked twice and catch things the CSM would have missed.
 
Responsibilities:
Calendar & scheduling - Own meeting invite logistics for assigned CSMs. Send, update, and track invites. Handle rescheduling without escalating.
Meeting prep - Build structured agendas before every customer call. Pull account context from Gainsight and Salesforce. Distribute 24 hours in advance.
Live note-taking - Capture real-time notes in Gainsight during calls. Log action items, owners, and due dates. Notes filed within 30 minutes of call end.
Customer follow-ups - Draft and send post-call emails on behalf of the CSM. Confirm action items, track responses, escalate unresponsive threads within 48 hours.
Success and project plans - Maintain customer success plans and project trackers. Keep milestones current, flag slippage, coordinate cross-team inputs.
Notion deliverable cards - Create and groom scoping docs and deliverable cards. Cards must be accurate, assigned, and execution-ready before sprint cycles.
Weekly utilization reviews - Review product usage and credit consumption per account. Flag under-engaged accounts. Draft re-engagement outreach for CSM review.
Ticket grooming - Review open deliverable tickets 2-3x per week. Assemble and distribute cross-team update lists. Surface blockers and missing owners.
Must Have Qualifications:
Written English: advanced - customer-facing output must be polished with zero editing required
Gainsight: working proficiency - notes, timelines, health scores, CTAs
Salesforce: working proficiency - account/contact lookups, hygiene, activity logging
Notion: working proficiency - project docs, deliverable cards, scoping templates
Google Workspace or O365: proficient
CRM and data hygiene: strong - clean, consistent data entry is a daily expectation
Attention to detail: critical - near-zero error tolerance on grooming and reporting
Project coordination: solid - manage multiple accounts, async workstreams, and blockers simultaneously
Nice to Have Qualifications:
Prior experience in a SaaS CS or account coordination role • Familiarity with ChurnZero, Totango, or similar CS platforms • Exposure to Jira, Linear, or Asana
Experience supporting enterprise accounts with multiple stakeholders
Basic data fluency - able to read utilization dashboards and summarize trends