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.
Role Description
The 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.
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