Junior Client Success Specialist

Job Summary

Detail-oriented and proactive, the full-time remote Junior Client Success Specialist will manage the creation, maintenance, and auditing of Budget to Actual (B2A) artifacts while supporting Client Success Management operations through administrative audits and process standardization.

Key Responsibilities

• Partner with Client Success Management Leadership to create and maintain B2A documentation for client accounts
• Perform regular audits of B2As to ensure alignment with client contracts and deliverable schedules
• Audit recurring administrative tasks across the CSM team to maintain quality control and recommend process improvements

Required Qualifications

• Bachelor's degree or equivalent professional experience
• 1-2 years of experience in an analytical, customer service, or administrative role
• Proficiency with Microsoft Office Suite and Google Workspace; familiarity with CRM systems is a plus
• Strong Excel/Google Sheets skills, including data entry and basic formulas
• Exceptional attention to detail and an analytical mindset for auditing documentation