Associate Client Success Manager
New
Based in the United StatesFull-TimeEntry
Salary80,000 - 110,000 USD per year
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Job Details
- Experience
- 1–3 years
- Required Skills
- Data AnalysisSalesforceMicrosoft ExcelAccount ManagementCRMSaaSPowerPointHubSpot
Requirements
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- 1–3 years of experience in a client-facing role, ideally within financial services, SaaS, or data-driven environments.
- Strong proficiency in Excel and PowerPoint.
- Experience with Salesforce required and HubSpot is a plus.
- Excellent communication skills, both written and verbal.
- Strong organizational and multitasking abilities.
- Analytical mindset with the ability to interpret data.
- Collaborative, team-oriented approach.
- Eagerness to learn complex data products and financial services use cases.
Responsibilities
- Support day-to-day management of assigned client accounts in partnership with senior Client Success and Account Management teams.
- Assist in onboarding and ongoing client engagement to ensure strong platform adoption and value realization.
- Track deliverables, follow up on action items, and maintain alignment between clients and internal stakeholders on timelines and priorities.
- Maintain accurate CRM records, including client interactions, usage data, renewal timelines, and engagement notes.
- Prepare materials for client meetings such as account summaries, performance reports, and presentation decks.
- Monitor client engagement and account health indicators, escalating trends or risks to senior team members when needed.
- Coordinate with internal teams (Product, Data, Insights, Support) to respond to client requests accurately and efficiently.
- Contribute to the development of client-facing resources such as onboarding guides, FAQs, and best practice documentation.
- Identify opportunities to improve internal workflows, reporting processes, and client success operations.
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