Client Success Associate | Part-time 20h/week | Proofreading, Inbox Management, Customer Support
Only freelancers located in the U.S. may apply.U.S. located freelancers only
Background on AppraiseItNow AppraiseItNow is a tech-enabled appraisal services company that streamlines the valuation process for individuals, businesses, and institutions. We deliver USPAP-compliant appraisals across a wide range of asset types through a network of independent appraisers; everything from fine art and furniture to inventory and equipment. Our goal is to provide fast, accurate, and legally defensible valuation reports. The company was founded in 2022 and was acquired by an existing minority partner in November 2024. Since the acquisition, the business has grown 8X through improved sales processes, systems, and automation. We invest aggressively in technology on both the sales and fulfillment sides, and much of our day-to-day work is supported by AI agents that handle repetitive tasks like data entry, project routing, and communication drafting. This means our team spends its time on judgment, quality, and client relationships rather than busywork. About the Role As a Client Success Associate, you will be a core part of our Client Success team. You'll be responsible for reviewing and proofreading appraisal reports in Google Docs, managing our shared client inbox, and keeping projects moving through assignment, follow-up, and data integrity across our CRM and project management systems. Your goal will be to improve the speed and quality of our appraisal fulfillment. Because our workflows are highly automated, this role is unusually leveraged: AI agents surface the work, prep context, and flag exceptions, and you act as the human decision layer that keeps everything accurate and moving. You'll learn how a modern, AI-native services business actually runs. You will work directly and closely with the owner of our company and report into our Client Success Manager. This is an ideal opportunity for someone who wants hands-on experience building a business from the ground up. Why You'll Love It Here Fast-moving environment. We ship improvements weekly, not quarterly. You'll never be stuck waiting on layers of approval to make things better. Real ownership and autonomy. You'll own your workflows end to end. If you see a broken process, you're empowered to fix it. Growth opportunity. We're growing quickly. As the company scales, so does your role; strong performers here take on more responsibility fast. Fully remote, flexible hours. Work from anywhere and structure your day around your life. We care about output more than when you are online. Core Work & KPIs Inbox Management (35%) Field inbound client emails and texts, and update client files accordingly Respond to questions from new leads Triage and route messages to the right owner (sales, appraisers, management) Support the sales team with administrative tasks to improve close rates Appraisal Report Review & Proofreading (35%) Review appraisal reports for accuracy, completeness, and consistency with client submissions Proofread for grammar, formatting, and presentation quality Flag substantive issues back to appraisers for correction Approve and send final appraisal reports to clients Project Management (30%) Review client submissions to ensure all necessary data is synced properly Assign projects to contract appraisers based on detailed instructions Set fees and deadlines Approve appraiser bids Follow up with appraisers as needed to ensure reports are submitted on time Maintain data integrity across systems
- More than 30 hrs/weekHourly
- 6+ monthsDuration
- Entry levelExperience Level
$15.00
-
$25.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:15 to 20
- Last viewed by client:3 weeks ago
- Interviewing:16
- Invites sent:27
- Unanswered invites:13
About the client
- United StatesBrooklyn2:11 AM
- $5K total spent27 hires, 3 active
- 133 hours
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by