Client Success Associate

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified

Salary

$100K-$120K From the posting source checked Jun 20, 2026

401(k) match

Not verified

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Market context

U.S. role benchmark (BLS OEWS)

$78,856 U.S. median for this role

Projected growth (BLS Employment Projections)

+0.8% - Slower

39% above the BLS role benchmark for customer success aggregate.

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Customer Success From the posting source checked Jun 20, 2026

Seniority

Entry From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Growth-stage From the posting source checked Jun 20, 2026

Equity

Offered From the posting source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

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

Read the full description at job-boards.greenhouse.io. FewerJobs shows a preview and links to the original posting.