Customer Success Senior Associate

Remote

Employment Type: Full-Time

Compensation:
$68,885 – $81,041 per year
Approximately $33.10 – $38.95 per hour (based on a 40-hour workweek)

Benefits: Medical, Dental, Vision, 401(k) with company match, PTO, Paid Holidays, Paid Parental Leave

About the Role

This is a client-facing Customer Success role focused on onboarding, relationship management, and long-term account success. You will work closely with clients and internal teams to ensure a smooth onboarding experience, consistent engagement, and measurable outcomes.

The role combines customer success, account management, and project coordination. You’ll act as a trusted partner to your clients, helping them get the most value from services while identifying opportunities for expansion and renewal.

Key Responsibilities

• Manage client onboarding projects to ensure a seamless transition into services
• Own a segmented book of business and maintain strong client relationships
• Conduct regular client check-ins, Quarterly Business Reviews (QBRs), and renewal discussions
• Serve as a primary point of contact for escalations and client concerns
• Identify growth opportunities including add-on services and partnerships
• Coordinate internally to ensure client goals and expectations are met

Required Skills & Qualifications

• Basic understanding of corporate finance and financial statements
• Comfort working with spreadsheets, Excel, and basic data analysis
• Strong project management and task prioritization skills
• Excellent written and verbal communication skills
• Highly organized with the ability to manage multiple client accounts
• Strong listening, note-taking, and follow-up capabilities
• Ability to handle client escalations with professionalism and empathy
• Problem-solving mindset with a proactive, entrepreneurial approach

Education & Experience

• Bachelor’s degree required
• Previous experience in accounting, finance, or professional services is a plus

What Success Looks Like

• Consistently delivering on commitments and client expectations
• Maintaining strong, long-term client relationships
• Demonstrating ownership, accountability, and resilience
• Collaborating effectively across teams
• Continuously improving client experience and outcomes

Benefits & Perks

• Company-paid medical, dental, and vision insurance
• Short-term and long-term disability coverage
• Unlimited paid time off and 11 paid company holidays
• Paid parental leave
• Fully remote work environment
• Company-provided equipment and $250 home office stipend
• 401(k) plan with employer match