Senior Associate, Customer Success

Job Summary

To enhance customer engagement and software adoption, the full-time Senior Associate, Customer Success will manage client renewals, support customer requests for customizations, and conduct regular outreach while working remotely.

Key responsibilities:

• Initiate and support the renewal process, providing pricing and addressing customer inquiries
• Conduct regular customer outreach, including follow-ups, feedback requests, and consulting calls
• Build quotes and statements of work, managing pricing for existing customers

Required qualifications:

• Bachelor's degree in accounting, business, or a related field, or relevant experience in Customer Success
• Knowledge of SaaS business models and metrics
• 3 years of experience in customer success or sales within the SaaS industry
• Familiarity with CRM systems, particularly Salesforce
• Experience with accounting is a plus