Associate Customer Success Manager

📋 Description

• Oversee and refresh Health Scorecards to facilitate executive engagement, Executive Business Reviews (EBRs), and other essential customer interactions.

• Maintain tracking of account risks and objectives to enhance SEM management and visibility.

• Organize and document internal discussions related to executive sponsor initiatives and account strategies.

• Assist in the creation and updating of account plans to ensure alignment with current strategies, objectives, and execution plans.

• Initiate and manage internal requests as necessary to support account activities and guarantee timely resolutions.

• Coordinate internal meetings with cross-functional teams to synchronize priorities and outline next steps.

• Aid in the organization of Client Onboarding/Client Engagement meetings and follow-up documentation.

• Support the preparation for Executive Business Reviews (EBRs) including planning and the development of materials.

• Help maintain a continuous schedule of renewals for the next 9 months to assist in customer planning and budgeting.

• Participate in weekly Renewal forecast sessions.

• Assist in coordinating contracts and Statement of Work (SOW) creation for Cross-Sell Activities as required.

⛳️ Requirements

• 3–6+ years of experience in Customer Success Operations, CS Administration, or Revenue Operations.

• Proven experience supporting named, high-touch enterprise account models.

• Knowledge of renewal and expansion support processes.

• Strong skills in CRM, reporting, and cross-functional coordination.

• Proficiency in Excel and PowerPoint.

• Exceptional communication skills.

• Project management experience is a plus.

• Ability to multitask while managing numerous opportunities.

🏝️ Benefits

• Medical, Dental, and Vision insurance.

• Disability insurance.

• Paid Parental Leave.

• 401(k) program.

• Generous Paid Time Off (PTO).