Client Success Associate
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Success Associate supporting partner and merchant inquiries at fintech company. Building trusted relationships and resolving support requests with cross-functional teams.
Responsibilities:
- Serve as the primary point of contact for partner and merchant inquiries, delivering timely and professional support via email and phone
- Build trusted relationships through responsive, professional, and solution-oriented communication
- Respond to and resolve inbound partner and merchant support requests
- Triage, document, and escalate issues to internal teams as needed
- Maintain SLAs and ensure timely follow-up on all open cases
- Track, prioritize, and manage assigned tickets through resolution
- Maintain accurate customer records, account updates, and support documentation
- Contribute to and improve the external knowledge base and communication library
- Identify recurring issues and partner with internal teams to drive long-term solutions
- Document processes, troubleshooting steps, and best practices to improve team efficiency
- Partner closely with Client Success Managers to ensure seamless handoffs and shared context
- Collaborate with Engineering and Technical Support to investigate and resolve complex issues
- Work cross-functionally with Onboarding, Risk, Compliance, and Operations to support customer needs
- Surface customer feedback, trends, and product issues to help improve the overall client experience
Requirements:
- 1+ year in a customer support, help desk, or IT support role or comparable customer-facing role.
- Problem-solving and written communication skills.
- Excellent communication and interpersonal skills, with an eagerness to communicate with clients and individuals daily.
- Experience with ticketing systems (Zendesk, Freshdesk, etc.).
- Exposure to financial software or payment systems is a plus.
Benefits:
- Competitive salary
- Stock options with the potential to unlock more equity as we grow
- Flexible PTO and paid parental leave
- Medical, dental, & vision insurance
- 401K, HSA, pre-tax savings programs
Similar Jobs
Praktikum im Sales, CRM, B2B & Corporate Gifting
Intern in Sales/CRM at a growing B2B corporate gifting company. Gain hands-on experience in operational sales and CRM processes with a focus on client projects.
Customer Success Manager – Freelance
Customer Success Manager overseeing the customer journey for MentorImmo's real estate investment services. Working closely with mentor clients to ensure engagement and satisfaction.
Director, Customer Success
Director of Customer Success at Nsight Health with management of CSM team and strategic oversight. Empowering healthcare providers through AI-enabled technology and real-time data for chronic care management.
Clinical Specialist, Cardiac Rhythm Management, Philadelphia PA / Cherry Hill, NJ
Clinical Specialist providing technical, educational, operational and sales support for CRM at Medtronic. Driving customer satisfaction and sales objectives in healthcare technology.
Dynamics 365 CRM Lead
Dynamics 365 CRM Solution Lead for e-STORAGE, overseeing integrations and leading project management for North American CRM solutions.
Dynamics 365 CRM Lead
Dynamics 365 CRM Solution Lead at Canadian Solar managing CRM implementations across North America. Collaborating with internal stakeholders and external consultants to define and deliver effective CRM-centric solutions.
CRM Marketing Manager
CRM Marketing Manager driving customer loyalty and retention strategies at AlgaeCal. Managing personalized campaigns across email, SMS, and push notifications to boost customer engagement.
Sales and Customer Success Strategic Analyst
Sales and Customer Success Strategic Analyst at Scholastic providing data-driven insights and strategic analysis. Collaborating with leadership to enhance sales and customer success outcomes.
Customer Success Lead
Customer Success & Growth Lead at Branch, transforming AEC design software through user engagement and insights. Engage with pilot users to ensure product success and drive market positioning.
Client Success Associate
Client Success Associate role at Nox Health managing client accounts and improving engagement through data analysis, project management, and training initiatives. Collaborating on sleep health solutions as part of a remote team.
Customer Success Manager – Renewals
Renewal Specialist executing customer contract renewals while collaborating with Customer Success Managers. Ensuring timely and accurate renewals across the portfolio for Rockwell Automation.
Customer Success Manager – Renewals
Renewal Specialist at Rockwell Automation supporting contract renewals and collaborating with Customer Success Managers. Remote role with a focus on contract execution and customer account management.
Customer Success Manager – Renewals
Renewal Specialist supporting the renewal execution of customer contracts for Rockwell Automation. Collaborating with teams to ensure timely and accurate renewals across the portfolio.
Customer Success Manager
Customer Success Manager ensuring customer satisfaction and product optimization for automotive sector. Focused on onboarding, development of use cases, and preventing churn through strategic analysis.
Client Success Associate
Client Success Associate providing operational support to clients and managing relationships with healthcare suppliers. Responsible for KPIs, onboarding support, and report management.
Client Success Associate
Client Success Associate responsible for operational support and developing client relationships in a remote setting. Engaging with healthcare partners and ensuring service quality with operational tasks.
Clinical Customer Success Manager/MTRA
Customer Success Manager at AIRS Medical driving value through customer engagement with MRI solutions. Collaborating globally to enhance clinical workflow and customer satisfaction.
Mid-Market Customer Success Manager
Mid-Market Customer Success Manager managing ~60 customer accounts on AI legal operations platform. Facilitate post-sale lifecycle, retention, and expansion across various teams.
Customer Success Associate Partner
Customer Success Manager responsible for managing client relationships and ensuring value delivery for FICO's solutions in Canada's major financial institutions.
Customer Success Manager
Customer Success Manager responsible for building and scaling Customer Success at Velixo. Focused on guiding customers through onboarding, adoption, and renewal processes with a collaborative mindset.