Associate Customer Success Manager

📋 Description

• Assist a Senior CSM in managing a substantial and intricate portfolio of clients, serving as the main contact for daily operational needs and execution.

• Manage a portfolio of smaller accounts from start to finish, taking full responsibility for customer satisfaction, account vitality, and results.

• Ensure that requests are processed swiftly, accurately, and with a strong sense of accountability, while developing skills in managing strategic relationships over time.

• Gain in-depth knowledge of our products, typical workflows, and customer use cases.

• Participate in customer calls and respond to inbound customer inquiries with guidance, ensuring prompt and precise replies.

• Establish a solid internal understanding by collaborating closely with a Senior CSM regarding their client portfolio.

• Monitor the health of accounts and proactively identify risks or opportunities.

• Serve as the main contact for incoming operational requests within your accounts.

• Assist in creating customer-facing materials (e.g., business reviews) and contribute to account strategy.

• Act as the primary owner of your small account portfolio, with clear accountability for customer results.

⛳️ Requirements

• 2–3 years of experience in customer success, account management, consulting, or a similar client-facing role.

• Strong execution capabilities—you are well-organized, responsive, and detail-oriented.

• Good judgment and the ability to discern when to act independently versus when to escalate issues.

• Outstanding communication skills, with the ability to cultivate trust with both internal teams and external stakeholders.

• Comfort in a fast-paced, high-growth environment where processes are constantly evolving.

• A proactive, hands-on attitude—you take ownership and follow through on tasks.

• Ability to manage priorities across multiple accounts and requests without overlooking details.

• Interest in fintech, B2B SaaS, or experience working closely with financial institutions (a plus).

• High levels of empathy, integrity, and accountability.

🏝️ Benefits

• Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.

• Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.

• Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.

• Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.

• Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.

• Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.

• Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.