Customer Success Associate

1-2 years of experience in customer success, account management, operations, or project coordination, ideally within a SaaS or technology company. Passionate about client service, and energized by the challenge of solving complex problems. Curious and eager to learn how technology, partnerships, and business strategy come together to create impact. Comfortable working cross-functionally with teams like Product, Engineering, and Sales. Experience with the creation and delivery of polished, client-facing presentations. Strong executive communication skills and attention to detail. Strong research and analytical skills and ability to work with data. Bachelor’s degree in business administration, marketing, sales, or related field, or equivalent experience.

Support ongoing partner operations, including managing service level objectives (SLOs), reporting, and recurring deliverables across all customers. Coordinate and track due diligence requests, compliance documentation, and audit activities for carrier and distribution partners. Assist with scheduling and managing recurring meetings, workshops, and onsite visits, including agenda creation, activity planning, and logistics. Help maintain partner project plans and track progress against key milestones and deliverables. Manage triage and prioritization of enhancement and bug tickets in JIRA in partnership with Engineering and Product teams. Prepare and distribute partner updates, internal summaries, and presentations to ensure cross-functional alignment. Collaborate with internal teams to improve processes, streamline operations, and enhance the partner experience.