Associate Client Success Manager
New
C
Consumer EdgeData Analytics
Remote - U.S. (ET), ETFull-TimeEntry
Salary80,000 - 110,000 USD per year
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Job Details
- Experience
- One to three years
- Required Skills
- Data AnalysisSalesforceMicrosoft ExcelAccount ManagementCRMPowerPoint
Requirements
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- One to three years of experience in a client-facing environment role, ideally in financial services.
- A collaborative and team-oriented working style.
- Expertise with Excel, PowerPoint, and Salesforce.
- Strong verbal and written communication skills.
- Analytical mindset with the ability to interpret data and spot patterns.
- Strong organization and time management skills.
- Eagerness to learn CE’s products, data, and client use cases in depth.
Responsibilities
- Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues.
- Educate customers to ensure adoption and optimal usage of CE’s offerings.
- Track key deliverables, follow up on open items, and ensure client and internal stakeholders are aligned on next steps and timelines.
- Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.
- Prepare materials for client meetings, including account summaries, usage reports, and presentation content.
- Monitor engagement and basic account health indicators, and flag notable changes to senior team members.
- Help respond to client requests by coordinating with Insights, Product, Data, and Support.
- Contribute to client-facing resources such as guides, FAQs, and onboarding checklists.
- Identify ways to streamline workflows and improve internal processes.
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