Associate Client Success Manager
Job Description:
- Execute 1:many lifecycle programs including onboarding journeys, adoption campaigns, and targeted outreach.
- Work with marketing to create clear, concise, customer-ready written communications (emails, campaigns, in-product messaging) that drive adoption and engagement.
- Monitor customer data (usage, engagement, health scores) to identify risks, gaps, and trends.
- Surface insights to improve campaigns, content, and lifecycle programs.
- Deliver light-touch customer interactions (email, pooled outreach, webinars, office hours) to reinforce best practices.
- Guide customers to self-service resources and enablement content aligned to their lifecycle stage.
- Track customer progression against key milestones and flag deviations.
- Maintain accurate CRM and CS platform documentation, including activity tracking and RAID logs.
- Ensure customer engagement, risks, and value signals are documented to support renewal readiness.
- Escalate complex or high-risk scenarios to appropriate stakeholders.
- Capture recurring customer feedback to inform improvements to product and scaled programs.
Requirements:
- 1–2 years in a customer-facing or operational role (Customer Success, Support, Onboarding, or similar).
- Strong writing skills with the ability to communicate clearly and drive action in digital-first, 1:many formats.
- Foundational data literacy (ability to read dashboards and identify meaningful trends).
- Basic understanding of the SaaS customer lifecycle (onboarding, adoption, renewal).
- Ability to manage work across a high-volume customer segment with strong organization and attention to detail.
- Comfortable working within structured processes, playbooks, and automation tools.
- Familiarity with CRM and Customer Success platforms (Salesforce preferred).
- Bachelor’s degree or equivalent experience preferred.
Benefits:
- Medical
- Dental
- Vision
- Flexible Spending Accounts
- PTO
- Paid and Floating Holidays
- 401k with Company match and immediate vesting
- Company-funded Life Insurance
- Employee Assistance Programs
- No-cost Mental Health Benefits
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