Customer Success Associate

Customer Success AssociateAs a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring customers are engaged and satisfied, acting as an essential resource for troubleshooting and enhancements.Responsibilities:Proactively support the onboarding process for new customers.Address and resolve a broader range of customer inquiries and issues.Assist with customer renewals and upselling opportunities.Monitor and analyze customer performance and engagement data.Provide intermediate-level training and guidance to customers.Ensure implementation schedules, targets, and budgets are met.Collaborate with internal teams on customer feedback to improve products/services.Document detailed customer interactions and updates in CRM.Identify potential areas for service/product improvement based on customer feedback.Maintain and enhance strong client relationships.Skills:Enhanced Communication: Improved verbal and written communication capabilities.Intermediate Problem-Solving: Ability to tackle a wider range of issues.Analytical Skills: Basic analytical skills to track and interpret customer data.Technical Proficiency: Stronger understanding of products/services.Advanced CRM: More proficient use of CRM tools for streamlined customer management.Customer Focus: Deepened empathy and focus on customer needs.Collaboration: Enhanced team collaboration and coordination.Feedback Implementation: Ability to implement customer feedback effectively.Qualifications:Bachelor’s degree from an accredited college/university or equivalent B2B client service experience.Strongly preferred minimum of two years of business-to-business (B2B) client/customer service experience; preferably consultative customer service experience working within the banking, insurance, hospitality, retail, and/or legal industry.Preferred Knowledge, Skills or Abilities: * Strong organizational, time management and multi-tasking skills * Ability to absorb product knowledge quickly and process information to apply to customer needs * Ability to make sound business decisions and exercise discretion and judgment * Experience generating add-on sales revenue preferred * Strong analytical and problem-solving skills * Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint and Outlook

Created: 2025-06-22