Customer Success Associate

About the Opportunity

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.

Key Responsibilities

• Support the Account Management and Customer Success teams in onboarding and re-engagement activities to drive customer adoption and usage
• Aid customers with deployment plans and coordination of engagement initiatives to ensure timely and smooth execution
• Deliver standard product demonstrations and training sessions to help customers understand platform functionality and common best practices
• Partner 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 processes
• Work cross-functionally to support issue resolution and ensure a consistent, high-quality customer experience
• Build subject-matter expertise in the platform and the industry to better support customer needs

Required Qualifications

• 1+ years of experience in Customer Success, Account Management, Support, or related client-facing roles in SaaS or technology
• Highly organized and able to manage multiple customer activities simultaneously
• Strong communication and presentation skills
• Comfortable learning new technologies and supporting customers in a technical product environment
• Enjoys a fast-paced environment and working directly with customers

Preferred Qualifications

• Experience in financial services, FinTech, or enterprise SaaS
• Exposure to project coordination or customer onboarding
• Familiarity with enterprise communication or collaboration tools
• Proficiency in Spanish or Portuguese is a plus

Compensation

Salary Range: $70,000 - 80,000 base salary per year
Bonus Plan

Benefits and Perks

• Regional specific competitive benefits
• Build your own Benefits (BYOB) perk
• Local events, team building, and development opportunities