Customer Success Associate
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Job Description
Customer Success Associate managing investor customer relationships and guiding them through onboarding and success. Advocating for investor needs and creating scalable resources in a fully remote team setup.
Responsibilities:
- Own relationships with a portfolio of investor customers from onboarding through renewal
- Lead onboarding calls and ongoing strategy sessions with customer teams
- Help customers configure dashboards, metrics, and workflows for portfolio monitoring and reporting
- Advise customers on best practices using Visible
- Proactively identify risks, opportunities, and expansion moments across accounts
- Partner with Sales, Product, and Engineering to advocate for investor needs and feedback
- Track customer health, engagement, and outcomes across investor accounts
- Create scalable resources (guides, templates, workflows) tailored to investor and fund use cases
Requirements:
- 2+ years of experience in Customer Success, Account Management, or related roles
- Experience working with investment firms, finance teams, or investor-focused products (or strong interest in learning)
- Strong communication skills – comfortable leading calls and explaining the product and workflows clearly
- Highly organized with the ability to manage multiple accounts at once
- Empathy for customers and a problem-solving mindset
- Bonus points if you have:
- Experience working at a high-growth B2B SaaS company.
- Experience working in venture capital, private equity, or financial services.
- Familiarity with portfolio company reporting, including investor updates and KPI reporting.
- Experience working with or managing AI tooling, including prompt engineering and performance evaluation.
Benefits:
- 100% Health, Dental, and Vision coverage
- 401(k)
- Two paid team offsites per year
- Unlimited PTO
- Support for coworking space or home office upgrades
- Caring team culture
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