Customer Success Associate

About the role

The Customer Success Associate is a direct pipeline into Customer Success at Propeller. Working closely with our Customer Success Managers (CSMs) and Key Account Executives (KAEs), you'll own the operational and coordination work that keeps accounts healthy and our team sharp.

Responsibilities

• Coordinate customer scheduling, including roadmap reviews, check-ins, reschedules, and invitations
• Draft clear, concise, and professional meeting follow-ups (recaps, action items, owners, and due dates) tailored for executive-level customer conversations prior to distribution
• Maintain HubSpot data hygiene, including contacts, key fields, lifecycle/stage updates, and activity logging
• Monitor customer usage and health trends, proactively flagging risk signals and raising issues early
• Prepare and maintain customer-facing materials—feature updates, knowledge base articles, onboarding resources—to support adoption and reduce time-to-value

Success Criteria

• Ensure accounts are operationally healthy, and nothing slips: renewals are tracked proactively, follow-ups land on time, CRM data is spotless, and CSMs/KAEs walk into customer conversations fully prepared.

Growth Path

This role is a direct pipeline to CSM. We expect successful CSAs to move into Customer Success Manager positions as they demonstrate readiness.

Requirements

• Experience: 1+ years of professional work experience, preferably in a SaaS or B2B environment
• Data & Spreadsheets: Proficiency or strong comfort using Excel or Google Sheets for tracking, reporting, and data management
• CRM: Experience with HubSpot (or an equivalent CRM platform) preferred, paired with a strong orientation toward data hygiene
• AI Readiness: Familiarity with or interest in applying AI tools to support research and account preparation is a strong asset

Benefits

• Full paid employee
• United Platinum PPO medical, dental, and vision coverage
• 20 days of paid vacation time per year with no accrual or carryover cap
• 3% non-elective employer contribution to 401(k)
• Professional development budget and leave
• The opportunity to take part in our mentorship program
• $100 USD monthly telephone and/or internet allowance
• Paid primary & secondary parental leave policies
• $275 USD one time work from home set up budget, and we'll also send you a laptop, monitor, mouse, and keyboard

Pay

The estimated salary range offered for this role is $50,000 - $60,000. This range is tied to the market for this job in Colorado. Any salary offer extended will be based on skills, knowledge, and experience.

Schedule

This position requires a minimum commitment of three days per week in our Denver office.