Client Success Associate
Progyny, Inc. · New York, NY · 4 wk ago
Finance$70k–$80k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real specific content. We must not repeat job title. Must not include Job ID etc. Must remove boilerplate, navigation, legal, EEO, scam warning, duplicated lines, application instructions. Must preserve all substantive info.
We need to parse the posting.
Content:
Opening paragraph: "Thank you for considering Progyny! As a Client Success Associate, you will support the efficient management of a large portfolio of clients in a lower-touch service model. In this role, you will work collaboratively with peers and cross-functional partners to ensure client needs are addressed accurately, consistently, and in a timely manner. This role is ideal for someone who is highly organized, responsive, detail-oriented, and comfortable balancing multiple client requests while maintaining a strong service experience. The Client Success Associate will play an important role in supporting day-to-day client administration, monitoring client needs, coordinating issue resolution, and ensuring clients receive reliable support across routine interactions. Success in this role requires strong communication skills, sound judgment, operational discipline, and the ability to prioritize effectively in a fast-paced environment."
Then "What You’ll Do..." list of duties.
Then "About You..." list of qualifications/requirements.
Then "Please note: This is not a digital nomad or remote international position; candidates must be based in the United States. Progyny is unable to provide visa sponsorship for this position. Candidates must be authorized to work in United States without the need for sponsorship, now or in the future."
Then "About Progyny:" description of company.
Then "Our perks:" list of benefits.
Then salary range: "In compliance with New York City's Wage Transparency Law, the annual salary [wage] range for NYC-based applicants is: $70,000 - $80,000. There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. Progyny offers a total compensation package comprised of base salary, cash bonus, and equity."
Then EEO etc (remove). Also "If you are an individual with a disability..." remove.
We need sections: About the role (intro paragraph), Responsibilities (What You’ll Do list), Requirements (About You list maybe plus note about location/authorization?), Qualifications (maybe education?), Skills (maybe communication etc), Benefits (Our perks), Pay (salary range), Schedule (maybe not present? There's no explicit schedule; there is "Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office." That's schedule info: "Flex days (3 days a week in the office)". So we can include Schedule section with that detail.
We must not create sections with filler like "commensurate with experience". We have actual content.
We need to decide which sections to include.
- About the role: intro paragraph (first paragraph). Good.
- Responsibilities: list under "What You’ll Do...". Use
- .
- Requirements: maybe combine "About You..." and note about location/authorization. Could be Requirements section.
- Qualifications: maybe education requirement (Bachelor’s degree or relevant experience). Could be separate but we could combine with Requirements. However we need to avoid thin sections. Could put education under Requirements.
- Skills: maybe list of skills like communication, organized, detail-oriented, etc. Could be separate but we could incorporate into Requirements. But we need to follow instruction: "Prefer a few substantive sections over many thin ones." So we might combine similar content.
We have Benefits: "Our perks:" list.
Pay: salary range.
Schedule: "Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office." Also maybe mention location? Not schedule.
We also have company description (About Progyny) - could be omitted? It's substantive but not a required heading. Could be placed under About the role? But we already have About the role intro. Could add a separate section "About the Company" but not in allowed headings list. The allowed headings are only those listed. So we should not add extra headings. We could incorporate company description into About the role? But that might be stray. However instruction: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., meaning those are examples; we could also use other headings? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect only those headings. So we should not add other headings like About Progyny. We could omit that paragraph entirely? But we must preserve ALL substantive information; do NOT invent or summarize away detail. So we need to include company description somewhere. Where can we put it without a heading? Could be a
under About the role? But About the role is about the role, not company. However we could add a paragraph after About the role before Responsibilities that describes company. That would be part of About the role section? Might be okay. Alternatively we could put company description under a generic
without heading, but that might be considered stray content. The instruction: "Output ONLY the HTML fragment — no /, no markdown code fences." It didn't forbid extra paragraphs without headings. It said use
for section headings (e.g...). It didn't say you cannot have other headings, but they gave examples. Safer to stick to those headings and put any extra prose under the most relevant heading. Thus we can put company description under About the role as a paragraph after the intro. Now Benefits: list from "Our perks:" includes many items. We'll make
- .
Pay: salary range paragraph.
Schedule: "Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office." That's schedule info.
Also note about location: "Please note: This is not a digital nomad or remote international position; candidates must be based in the United States. Progyny is unable to provide visa sponsorship for this position. Candidates must be authorized to work in United States without the need for sponsorship, now or in the future." This could go under Requirements or maybe a separate section like "Eligibility". But we don't have that heading. Could put under Requirements.
Now we need to ensure we don't include boilerplate like EEO etc. Remove those paragraphs.
Now let's extract substantive lists.
**What You’ll Do...** list:
- Manage day-to-day requests across a large book of business, ensuring timely, accurate, and professional follow-up.
- Work collaboratively with Client Success peers to support a scalable, consistent client experience across a lower-touch portfolio.
- Triage client inquiries, determine appropriate next steps, and coordinate with internal teams to resolve issues efficiently.
- Track client requests, open items, and escalations to ensure follow-through and clear communication.
- Maintain accurate client records, documentation, and activity tracking within client management tools.
- Support routine client reporting, client health checks, and administrative updates as needed.
- Identify recurring client questions, process gaps, or service trends and share insights with the broader team.
- Partner with Sales, Product, Operations, Member Services, and other internal teams to support client needs and resolution timelines.
- Communicate clearly and professionally with clients, ensuring they feel supported even within a lower-touch engagement model.
- Balance competing priorities across multiple clients while maintaining strong attention to detail and service quality.
**About You...** list:
- Bachelor’s degree or relevant experience in a client-facing, customer support, operations, or business-related role.
- Strong responsiveness and follow-through, with a commitment to timely and high-quality client service.
- Highly organized, detail-oriented, and able to manage a large volume of requests across multiple clients.
- Comfortable working in a fast-paced environment with competing priorities and evolving needs.
- Strong written and verbal communication skills, with the ability to be clear, concise, and professional.
- Collaborative mindset and ability to work effectively with peers and cross-functional partners.
- Sound judgment and problem-solving skills, including knowing when to escalate issues appropriately.
- Proficiency or willingness to learn CRM software, client management tools, and internal reporting systems.
- Operational mindset with a focus on efficiency, consistency, and process improvement.
- Positive, service-oriented attitude and willingness to contribute to a team-based client support model.
Additionally location/authorization note:
- Please note: This is not a digital nomad or remote international position; candidates must be based in the United States. Progyny is unable to provide visa sponsorship for this position. Candidates must be authorized to work in United States without the need for sponsorship, now or in the future.
We could incorporate that as a paragraph under Requirements.
**About Progyny** description: We'll add as a paragraph under About the role maybe after intro.
**Our perks:** list:
- Family friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents’ Employee Affiliation Group
- Menopause and midlife care
- Health, dental, vision and life insurance options for employees and family
- Free in-person, virtual and text-based mental health and wellness support
- Paid time off, including vacation, sick leave, personal days and summer flex time
- Company equity
- Bonus program
- 401(k) plan with company match
- Access to on-demand legal and financial advice
- Learning and development programs to help you grow professionally and a mentorship program
- Company social events to include annual volunteer day and donation matching
- Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office
Note: The last item about Flex days also appears as schedule; we might duplicate. We'll keep it under Benefits but also maybe schedule separate. However we should not duplicate content? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Duplication is okay if it's in original. But we could separate schedule: "Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office." That's a benefit as well as schedule. We'll keep it under Benefits and also maybe under Schedule? Might be duplication but okay. However we could move it to Schedule only and keep Benefits without that line. But the original list includes it as a perk. To preserve all info, we should keep it under Benefits. For Schedule we could note something else? There's no other schedule info. So maybe we don't need a Schedule section if the only schedule info is already in Benefits. But the instruction says: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does state schedule info (Flex days...). So we should create a Schedule section with that info. It's okay if it's also mentioned elsewhere; we still preserve it.
Thus Benefits section will include all perks except maybe we keep the Flex days line also there; it's okay.
Now Pay section: salary range paragraph plus note about total compensation package (base salary, cash bonus, equity). We'll include that.
Now we need to ensure we don't include any boilerplate like "Progyny is proud to be an Equal Opportunity..." etc. Remove.
Now produce HTML.
Structure:
About the role
Intro paragraph + company description.
Responsibilities
- ...
Requirements
- ...
Location/auth note.
Skills
maybe we could extract skills from About You list? But we already have Requirements covering many. Could we make Skills separate for communication, organized, etc? Might be thin. Better to combine. But we need to follow headings list; we can omit Skills if not substantive distinct. However we have skills like "Strong written and
- .
Pay: salary range paragraph.
Schedule: "Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office." That's schedule info.
Also note about location: "Please note: This is not a digital nomad or remote international position; candidates must be based in the United States. Progyny is unable to provide visa sponsorship for this position. Candidates must be authorized to work in United States without the need for sponsorship, now or in the future." This could go under Requirements or maybe a separate section like "Eligibility". But we don't have that heading. Could put under Requirements.
Now we need to ensure we don't include boilerplate like EEO etc. Remove those paragraphs.
Now let's extract substantive lists.
**What You’ll Do...** list:
- Manage day-to-day requests across a large book of business, ensuring timely, accurate, and professional follow-up.
- Work collaboratively with Client Success peers to support a scalable, consistent client experience across a lower-touch portfolio.
- Triage client inquiries, determine appropriate next steps, and coordinate with internal teams to resolve issues efficiently.
- Track client requests, open items, and escalations to ensure follow-through and clear communication.
- Maintain accurate client records, documentation, and activity tracking within client management tools.
- Support routine client reporting, client health checks, and administrative updates as needed.
- Identify recurring client questions, process gaps, or service trends and share insights with the broader team.
- Partner with Sales, Product, Operations, Member Services, and other internal teams to support client needs and resolution timelines.
- Communicate clearly and professionally with clients, ensuring they feel supported even within a lower-touch engagement model.
- Balance competing priorities across multiple clients while maintaining strong attention to detail and service quality.
**About You...** list:
- Bachelor’s degree or relevant experience in a client-facing, customer support, operations, or business-related role.
- Strong responsiveness and follow-through, with a commitment to timely and high-quality client service.
- Highly organized, detail-oriented, and able to manage a large volume of requests across multiple clients.
- Comfortable working in a fast-paced environment with competing priorities and evolving needs.
- Strong written and verbal communication skills, with the ability to be clear, concise, and professional.
- Collaborative mindset and ability to work effectively with peers and cross-functional partners.
- Sound judgment and problem-solving skills, including knowing when to escalate issues appropriately.
- Proficiency or willingness to learn CRM software, client management tools, and internal reporting systems.
- Operational mindset with a focus on efficiency, consistency, and process improvement.
- Positive, service-oriented attitude and willingness to contribute to a team-based client support model.
Additionally location/authorization note:
- Please note: This is not a digital nomad or remote international position; candidates must be based in the United States. Progyny is unable to provide visa sponsorship for this position. Candidates must be authorized to work in United States without the need for sponsorship, now or in the future.
We could incorporate that as a paragraph under Requirements.
**About Progyny** description: We'll add as a paragraph under About the role maybe after intro.
**Our perks:** list:
- Family friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents’ Employee Affiliation Group
- Menopause and midlife care
- Health, dental, vision and life insurance options for employees and family
- Free in-person, virtual and text-based mental health and wellness support
- Paid time off, including vacation, sick leave, personal days and summer flex time
- Company equity
- Bonus program
- 401(k) plan with company match
- Access to on-demand legal and financial advice
- Learning and development programs to help you grow professionally and a mentorship program
- Company social events to include annual volunteer day and donation matching
- Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office
Note: The last item about Flex days also appears as schedule; we might duplicate. We'll keep it under Benefits but also maybe schedule separate. However we should not duplicate content? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Duplication is okay if it's in original. But we could separate schedule: "Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office." That's a benefit as well as schedule. We'll keep it under Benefits and also maybe under Schedule? Might be duplication but okay. However we could move it to Schedule only and keep Benefits without that line. But the original list includes it as a perk. To preserve all info, we should keep it under Benefits. For Schedule we could note something else? There's no other schedule info. So maybe we don't need a Schedule section if the only schedule info is already in Benefits. But the instruction says: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does state schedule info (Flex days...). So we should create a Schedule section with that info. It's okay if it's also mentioned elsewhere; we still preserve it.
Thus Benefits section will include all perks except maybe we keep the Flex days line also there; it's okay.
Now Pay section: salary range paragraph plus note about total compensation package (base salary, cash bonus, equity). We'll include that.
Now we need to ensure we don't include any boilerplate like "Progyny is proud to be an Equal Opportunity..." etc. Remove.
Now produce HTML.
Structure: