Our client is seeking a Customer Success Associate
Responsibilities:
- Client Retention & Growth
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- 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)
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- 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:
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- 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:
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- 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:
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- 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:
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- 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.
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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
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- 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
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- 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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