Client Success Associate

Location: Remote

Compensation: Salary

Reviewed: Fri, Jan 16, 2026

This job expires in: 30 days

Job Category: Account Management

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

A company is looking for a Client Success Associate in the Midwest.

Key Responsibilities

Lead implementations for new institutional clients and tailor configurations
Monitor client engagement and drive strong renewal outcomes
Deliver webinars and training sessions to promote platform adoption

Required Qualifications

5+ years in Customer/Client Success within FinTech or B2B SaaS
Strong familiarity with investment management
Solid understanding of API integrations
SQL experience preferred for querying and reporting
Bachelor's degree in technology or related field

COMPLETE JOB DESCRIPTION

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