Customer Success Associate

Swooped is a Talent Platform (not a staffing agency). We are not the employer for this role and do not make hiring decisions. Clicking "Apply" takes you to Swooped to review the role and hiring company details. About the OpportunitySecure. Connected. Intelligent. The organization is an AI-powered communication and technology company fueled by interconnected platforms: messaging, voice, directory and analytics. Its end-to-end encrypted technologies enable over 1,400 institutions to accelerate AI impact, prioritize data security, navigate complex regulatory compliance and optimize business interactions. Role DescriptionThe Customer Success Associate supports customers post-sale by helping drive adoption and effective use of the platform. Working closely with the Account Management, Sales, and Customer Success teams, this role focuses on customer onboarding, engagement activities, and day-to-day support that enables customers to realize value from the organization. The Customer Success Associate has a good understanding of customer workflows, an interest in financial services, and growing knowledge of how the platform is used across firms. They help deliver product demonstrations, support common use cases, and guide customers toward best practices. The Specialist collaborates across internal teams and ensures customer interactions run smoothly and efficiently. Key ResponsibilitiesSupport the Account Management and Customer Success teams in onboarding and re-engagement activities to drive customer adoption and usageAssist customers with deployment plans and coordination of engagement initiatives to ensure timely and smooth executionDeliver standard product demonstrations and training sessions to help customers understand platform functionality and common best practicesPartner with Marketing and Product teams to maintain and update customer-facing resources (collateral, training materials, documentation)Track engagement activities and adoption metrics; provide feedback and insights to help improve customer programs and internal processesWork cross-functionally to support issue resolution and ensure a consistent, high-quality customer experienceBuild subject-matter expertise in the platform and the industry to better support customer needs Required Qualifications1+ years of experience in Customer Success, Account Management, Support, or related client-facing roles in SaaS or technologyHighly organized and able to manage multiple customer activities simultaneouslyStrong communication and presentation skillsComfortable learning new technologies and supporting customers in a technical product environmentEnjoys a fast-paced environment and working directly with customers Preferred QualificationsExperience in financial services, FinTech, or enterprise SaaSExposure to project coordination or customer onboardingFamiliarity with enterprise communication or collaboration toolsProficiency in Spanish or Portuguese is a plus CompensationSalary Range: $70,000 - 80,000 base salary per yearBonus Plan Benefits and PerksRegional specific competitive benefitsBuild your own Benefits (BYOB) perkLocal events, team building, and development opportunities The hiring company is an equal opportunity employer committed to building a diverse and inclusive team.