Customer Success Associate

Job Summary

A company is looking for a Customer Success Associate to assist venture capital firms in maximizing the use of their tools.

Key Responsibilities

• Manage relationships with a portfolio of investor customers from onboarding through renewal
• Leverage customer data to configure instances for account onboardings and lead ongoing strategy sessions
• Track customer health, engagement, and outcomes while creating scalable resources tailored to investor use cases

Required Qualifications

• 2+ years of experience in Customer Success, Account Management, or related roles
• Experience working 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
• Bonus points for experience in high-growth B2B SaaS, venture capital, or financial services