Client Success Associate

Onshore was founded to tackle a common problem: businesses wasting months chasing documents, risking audits or missing incentives. At Onshore, unlock valuable tax benefits like R&D Tax Credits, 179D Deductions, and Cost Segregation using innovative consulting and advanced AI technology. Our efforts have returned millions to clients by transforming untapped opportunities into tangible results. As we scale rapidly and seize massive growth potential, we are seeking confident, curious, and collaborative professionals to help drive our next phase of expansion.

Who we are looking for

• 0-3 years of experience in a Client Success, Account Management, or other customer-facing role.
• Exceptional communication and interpersonal skills.
• Ability to manage multiple clients and projects with strong attention to detail.
• Comfortable presenting to and training clients on software platforms.
• Problem-solver with a proactive mindset, and a “client-first” attitude.
• Ability to apply strong intuition and analytical skills to ensure complete and accurate understanding of client business operations.
• Bonus points for experience with CRM tools such as Salesforce and/or Asana.
• Bonus points for experience within the tax credits and incentives space.

Responsibilities

• Lead new client onboarding, ensuring a smooth and engaging transition onto our platform.
• Provide hands-on guidance and product walkthroughs tailored to each client’s needs.
• Build strong, trust-based relationships with clients to drive satisfaction and engagement.
• Serve as the client’s advocate and main point of contact for all platform-related needs.
• Coordinate and work cross-functionally with internal departments (e.g., Product, Sales, Engineering) to resolve client issues or requests.
• Continuously look for ways to improve client experience and increase client success.
• Provide subject matter expertise during client engagements, translating complex technical concepts into clear requirements that enable accurate and successful project delivery.
• Stay ahead of industry developments to proactively advise clients on new technologies, regulatory changes, and competitive dynamics.
• Lead technical discovery sessions, leveraging deep industry knowledge to identify gaps, risks, and optimization opportunities.
• Maintain clean, accurate project data while managing milestones and tasks to ensure transparent, organized, and on-track product delivery.

Benefits

• Rewarding Compensation Packages: The annual base salary for this position ranges from $100,000 - $120,000 with an additional bonus component.
• Healthcare Benefits: Comprehensive medical, dental, and vision plans along with FSA and HSA options.
• Unlimited Time Off: Unlimited PTO to support work-life balance and overall well-being.
• Paid Parental Leave: Dedicated paid leave to support new parents.
• Office Environment and Perks: Collaborative workspace in New York City with a fully stocked kitchen, regular company gatherings, and a vibrant culture.
• Personal and Professional Growth: Workshops, mentorship, and team-building activities in a diverse team environment.