Enterprise Customer Success Analyst

Job Summary

Managing a portfolio of enterprise programs, the full-time remote Enterprise Customer Success Analyst will lead client relationships, drive measurable value, and ensure high-quality service delivery while supporting clients in maximizing their use of digital marketing and website platforms.

Key responsibilities

• Build and maintain trusted relationships with enterprise program administrators and stakeholders, facilitating client meetings and program reviews
• Serve as the central point of contact for client inquiries and technical escalations, coordinating resources to ensure timely resolution
• Deliver engaging training sessions for users, tailoring content to their specific needs and connecting platform features to real-world applications

Required qualifications

• Bachelor's degree preferred or equivalent combination of education and relevant work experience
• 5+ years of experience in Customer Success, Account Management, or a similar customer-facing role
• Experience in a SaaS, technology, digital marketing, or financial services environment
• Familiarity with digital marketing platforms and experience supporting clients in the wealth management sector is preferred
• Proven ability to work cross-functionally with Sales, Support, and other internal teams