Associate Client Success Manager
Job Description:
• Execute 1:many lifecycle programs including onboarding journeys, adoption campaigns, and targeted outreach.
• Work with marketing to create clear, concise, customer-ready written communications (emails, campaigns, in-product messaging) that drive adoption and engagement.
• Monitor customer data (usage, engagement, health scores) to identify risks, gaps, and trends.
• Surface insights to improve campaigns, content, and lifecycle programs.
• Deliver light-touch customer interactions (email, pooled outreach, webinars, office hours) to reinforce best practices.
• Guide customers to self-service resources and enablement content aligned to their lifecycle stage.
• Track customer progression against key milestones and flag deviations.
• Maintain accurate CRM and CS platform documentation, including activity tracking and RAID logs.
• Ensure customer engagement, risks, and value signals are documented to support renewal readiness.
• Escalate complex or high-risk scenarios to appropriate stakeholders.
• Capture recurring customer feedback to inform improvements to product and scaled programs.
Requirements:
• 1–2 years in a customer-facing or operational role (Customer Success, Support, Onboarding, or similar).
• Strong writing skills with the ability to communicate clearly and drive action in digital-first, 1:many formats.
• Foundational data literacy (ability to read dashboards and identify meaningful trends).
• Basic understanding of the SaaS customer lifecycle (onboarding, adoption, renewal).
• Ability to manage work across a high-volume customer segment with strong organization and attention to detail.
• Comfortable working within structured processes, playbooks, and automation tools.
• Familiarity with CRM and Customer Success platforms (Salesforce preferred).
• Bachelor’s degree or equivalent experience preferred.
Benefits:
• Medical
• Dental
• Vision
• Flexible Spending Accounts
• PTO
• Paid and Floating Holidays
• 401k with Company match and immediate vesting
• Company-funded Life Insurance
• Employee Assistance Programs
• No-cost Mental Health Benefits
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• Execute 1:many lifecycle programs including onboarding journeys, adoption campaigns, and targeted outreach.
• Work with marketing to create clear, concise, customer-ready written communications (emails, campaigns, in-product messaging) that drive adoption and engagement.
• Monitor customer data (usage, engagement, health scores) to identify risks, gaps, and trends.
• Surface insights to improve campaigns, content, and lifecycle programs.
• Deliver light-touch customer interactions (email, pooled outreach, webinars, office hours) to reinforce best practices.
• Guide customers to self-service resources and enablement content aligned to their lifecycle stage.
• Track customer progression against key milestones and flag deviations.
• Maintain accurate CRM and CS platform documentation, including activity tracking and RAID logs.
• Ensure customer engagement, risks, and value signals are documented to support renewal readiness.
• Escalate complex or high-risk scenarios to appropriate stakeholders.
• Capture recurring customer feedback to inform improvements to product and scaled programs.
Requirements:
• 1–2 years in a customer-facing or operational role (Customer Success, Support, Onboarding, or similar).
• Strong writing skills with the ability to communicate clearly and drive action in digital-first, 1:many formats.
• Foundational data literacy (ability to read dashboards and identify meaningful trends).
• Basic understanding of the SaaS customer lifecycle (onboarding, adoption, renewal).
• Ability to manage work across a high-volume customer segment with strong organization and attention to detail.
• Comfortable working within structured processes, playbooks, and automation tools.
• Familiarity with CRM and Customer Success platforms (Salesforce preferred).
• Bachelor’s degree or equivalent experience preferred.
Benefits:
• Medical
• Dental
• Vision
• Flexible Spending Accounts
• PTO
• Paid and Floating Holidays
• 401k with Company match and immediate vesting
• Company-funded Life Insurance
• Employee Assistance Programs
• No-cost Mental Health Benefits
Apply tot his job
Apply To this Job