Client Success Associate
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Job Summary
Supporting a consistent, high-quality experience for employer clients, the remote Client Success Associate will manage day-to-day operations for assigned accounts, coordinate client deliverables, and contribute to client engagement and retention efforts.
Key Responsibilities
- Own the day-to-day management of assigned Micro to Mid-Market clients and support Large Market accounts as needed
- Monitor client goals and engagement, contributing insights to Business Reviews and supporting outreach for disengaged clients
- Coordinate account planning and client meetings, including preparation of materials and tracking of action items
Required Qualifications
- At least 2 years of experience in client success, account management, or a related client-facing role
- Experience coordinating projects and managing multiple stakeholder workstreams
- Proficiency in Microsoft Excel and PowerPoint; familiarity with Salesforce or similar CRM is preferred
- Bachelor's degree or equivalent relevant experience
Complete Job Description
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