Customer Success Associate

Customer Support

Customer Success Associate

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- $0.00

  • Date posted
    October 9, 2026
  • Expiration date
    January 9, 2027
  • Application ends
    January 9, 2027

Our client is seeking a Customer Success Associate

Responsibilities:

  • Client Retention & Growth
    • Monitor client health scores, usage patterns, and adoption trends to identify risks and opportunities.
    • Proactively engage clients to prevent churn and ensure high retention.
    • Identify upsell and cross-sell opportunities, collaborating with sales teams for expansion.
  • Issue Management (Logging & Resolution)
    • Establish a structured process for issue logging, tracking, and resolution through CRM/ticketing tools.
    • Coordinate with product, operations, and tech teams to resolve client issues promptly.
    • Provide proactive communication and updates to clients during issue resolution.
    • Maintain detailed records of incidents, root-causes, and solutions for continuous improvement.
  • Sales Strategy & Execution:
    • Develop comprehensive business development plans and sales strategies to meet or exceed new sales targets.
    • Collaborate with the marketing team to align business development efforts with go-to-market strategies.
    • Continuously track market trends and competitor activities to position the company’s offerings effectively.
    • Assist in identifying new markets and customer segments for business expansion.
  • Sales Reporting & Forecasting:
    • Track and manage all sales activities and opportunities in CRM software to ensure an accurate sales pipeline.
    • Provide regular updates to the leadership team on sales performance, opportunities, and forecasts.
    • Meet or exceed established sales quotas and contribute to overall company revenue goals.
  • Cross-Functional Collaboration:
    • Collaborate closely with internal teams such as marketing, product, and customer success to ensure smooth execution of sales strategies.
    • Work with the product team to understand the latest product offerings and updates, ensuring that the sales pitch reflects the most current solutions.
    • Participate in the preparation of proposals, contracts, and other client-facing documents.
  • Invoicing, Payments & Revenue Assurance:
    • Oversee the invoicing process for assigned clients, ensuring timely and accurate billing.
    • Monitor payment status and follow up with clients on overdue invoices.
    • Coordinate with finance and accounts teams to resolve invoicing/payment discrepancies.
    • Maintain transparency with clients on payment schedules and contractual commercial terms.
    • Reconcile commercial agreements vs. actual usage or live products.

  • SLA Monitoring, Legal Adherence & Compliance

    • Monitor SLA adherence across all active clients and ensure contractual commitments are being met.
    • Maintain alignment with legal and InfoSec teams on data protection, privacy, and regulatory obligations.
    • Document and manage any contractual deviations or amendments.
  • Vendor Onboarding & Management
    • Drive onboarding of third-party vendors or partners as per client requirements (e.g., data providers, integration vendors, etc.).
    • Coordinate with procurement/legal for vendor due diligence, NDA, MSA, and onboarding paperwork.
    • Track vendor SLAs, delivery timelines, and compliance.
    • Act as the liaison between client, vendor, and internal teams to ensure smooth collaboration.
  • Change Request Management
    • Handle client-initiated Change Requests (CRs) including scoping, impact analysis, approval, and implementation.
    • Track all change requests through structured logs, ensuring accountability and transparency.
    • Collaborate with product, tech, and operations teams to prioritise and implement changes without disrupting SLAs.
    • Communicate CR status and timelines proactively to clients.

Qualifications:

  • Bachelor’s degree in Business, Marketing, Data Science, or a related field (MBA preferred).
  • At least 3+ years of experience in technical customer success, with a focus on business development and data-driven solutions.
  • Strong knowledge of data analytics, SaaS, and data products or services.
  • Strong technical & product knowledge on software, databases, platforms services
  • Proven track record of successfully generating leads, engaging prospects, and closing new business in a B2B environment.
  • Exceptional communication, presentation, and negotiation skills.
  • Ability to understand complex client needs and translate them into tailored solutions.
  • Proficient in using CRM systems (Salesforce, HubSpot, etc.), sales tools, and collaboration platforms like Jira, Asana, and Slack to manage projects, streamline communication, and enhance team coordination.
  • Highly motivated with a results-driven mindset and the ability to work independently

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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