Client Success Associate

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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About this role

Client Success Associate New York City Client Success Associate Location: This position is based in New York City , and i n-office attendance is required Monday-Friday . Who we are looking for: - 3-5 years of experience in a Client Success, Account Management, or other customer-facing role. - Exceptional communication and interpersonal skills. - Ability to manage multiple clients and projects with strong attention to detail. - Comfortable presenting to and training clients on software platforms. - Problem-solver with a proactive mindset, and a “client-first” attitude. - Ability to apply strong intuition and analytical skills to ensure complete and accurate understanding of client business operations. - Bonus points for experience with CRM tools such as Salesforce and/or Asana. - Bonus points for experience within the tax credits and incentives space. What you'll be doing: - Lead new client onboarding, ensuring a smooth and engaging transition onto our platform. Provide hands-on guidance and product walkthroughs tailored to each client's needs. - Build strong, trust-based relationships with clients to drive satisfaction and engagement. Serve as the client's advocate and main point of contact for all platform-related needs. - Coordinate and work cross-functionally with internal departments (ie: Product, Sales, Engineering) to resolve client issues or requests. - Continuously look for ways to improve client experience and increase client success. - Provide subject matter expertise during client engagements, translating complex technical concepts into clear requirements that enable accurate and successful project delivery. - Stay ahead of industry developments to proactively advise clients on new

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