Client Success & Account Manager

About Assistantly

Assistantly places elite Unicorns into high-performing client environments where expectations are clear, the bar is high, and the support is real.

Our team members are embedded directly with growth-stage businesses and leadership teams who need technically strong, independent operators. You'll have ongoing coaching, clear standards, and a dedicated Success Manager behind you so you can focus on doing excellent work and growing in the role.

This is not freelance or short-term work. It's a dedicated, full-time role designed for meaningful impact, stability, and professional growth.

About the Role

We are seeking a proactive, detail-oriented Client Success & Account Manager to own the client relationship end-to-end — from onboarding through steady-state support.

This role involves guiding new clients through setup, monitoring account and inventory health, spotting risks before clients notice them, and working fluently inside Shopify and internal account tools to keep every account running smoothly.

If you excel at building client trust, are fluent in Shopify and DTC/e-commerce workflows, and can stay three steps ahead of a client's next problem, this role is perfect for you.

Requirements

• Own end-to-end client onboarding, guiding new e-commerce brands through account setup, Shopify integration, and initial fulfillment workflows.

• Serve as primary point of contact for a portfolio of client accounts, managing the relationship from onboarding through ongoing steady-state support.

• Proactively monitor inventory levels across client accounts, flagging restock risk and nudging clients ahead of potential stockouts.

• Manage and troubleshoot Shopify storefronts and integrations on behalf of clients, resolving day-to-day platform issues.

• Track account health using internal account management tools, logging open issues, statuses, and follow-ups.

• Coordinate with internal ops and warehouse teams to resolve client-facing fulfillment issues quickly and clearly.

• Communicate fluently in DTC/e-commerce terminology (SKUs, inventory turns, fulfillment SLAs, restock cadence) when advising clients.

• Surface upsell and expansion signals to the sales team; note that CRM usage is sales-owned, not account-management-owned.

• Document account processes and client preferences to maintain continuity across the client lifecycle.

• Report on account health metrics, escalating at-risk accounts before they churn.

• Deliver clear, professional communication across email, chat, and calls with a consistently high service standard.

Qualifications

• 3+ years in client account management, customer success, or CX, ideally in e-commerce or logistics (must-have)

• Proficiency with Shopify (must-have)

• Familiarity with DTC/e-commerce workflows and terminology (must-have)

• Experience proactively managing client relationships end-to-end, not just reactive support (must-have)

• Exceptional written and spoken English communication skills (must-have)

• Comfortable working across internal dashboards and account-tracking tools (must-have)

• Experience in logistics, freight, or fulfillment industries preferred

• Experience with account-health or CX platforms preferred

Tools You'll Use

• E-commerce Platforms: Shopify (must-have)

• Account Management: Internal account management and account-health tools (must-have)

• CRM: Sales-owned CRM (for reference/handoff, not day-to-day account use) (nice-to-have)

• Communication: Email, chat, and video conferencing tools (must-have)

Benefits

• Competitive salary

• Paid US holidays

• Paid wellness days

• Health & wellness allowance

• Monthly profit sharing

• Long-term placement with real growth

• Continuous upskilling in AI, Operations, and Leadership

• Dedicated success coaching and support through Assistantly