Customer Success Associate

Job Summary

A company is looking for a Customer Success Senior Associate who will blend customer support, sales, and project management to ensure client success.

Key Responsibilities

• Project manage client onboarding and ensure a smooth transition to services
• Manage and grow relationships within a segmented book of business
• Execute core customer success activities, including business reviews and renewals

Required Skills & Qualifications

• Basic understanding of corporate financial operations and financial statements
• Basic proficiency in Excel, spreadsheets, and data analysis
• Ability to manage multiple tasks and projects simultaneously; project management certification is a plus
• Bachelor's Degree is required; experience in accounting or finance is advantageous
• Adaptable, proactive, curious, and ambitious personal attributes