Customer Success Associate

Job Summary

A company is looking for a Customer Success Associate to support venture capital firms in utilizing their tools effectively.

Key Responsibilities

• Manage relationships with investor customers from onboarding through renewal
• Conduct onboarding calls and ongoing strategy sessions with customer teams
• Create scalable resources tailored to investor and fund use cases

Required Qualifications

• 2+ years of experience in Customer Success, Account Management, or related roles
• Experience with investment firms, finance teams, or investor-focused products
• Highly organized with the ability to manage multiple accounts simultaneously
• Empathy for customers and a problem-solving mindset
• Familiarity with portfolio company reporting is a plus