Client Success Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with up to 3 Customer Success Managers (CSMs) across 10–12 client accounts to assist with daily client needs.

• Address tactical client inquiries (e.g. generating reports, responding to product-related questions, creating follow-up documents).

• Develop and enhance client-facing materials such as kick-off presentations, insights reports, and training resources utilizing CreativeX templates.

• Extract and analyze client usage data to prepare for strategic discussions or monitor progress against key performance indicators (KPIs).

• Monitor onboarding processes and project milestones within our client management system (Vitally) and highlight any potential risks or delays.

• Collaborate with internal teams (Product, Support, Product Operations) to ensure prompt resolution of client challenges.

• Assist in managing out-of-office coverage for client accounts to ensure seamless service delivery.

• Contribute to initial insights and "story starter" slides that assist clients in recognizing creative performance trends.

• Support the creation of adoption campaigns and training strategies that help client teams integrate CreativeX into their workflows.

• Test new tools, workflows, or AI functionalities to enhance the effectiveness of the Customer Success team in delivering insights.

• Work alongside Product, Marketing, and Enablement teams to collect client feedback, case studies, or data trends.

• Refine and document repeatable Customer Success processes to boost efficiency and improve onboarding.

• Develop functionality in Vitally to automate routine tasks and standardize workflows.

• Manage the client Net Promoter Score (NPS) survey and assist with internal reporting.

⛳️ Requirements

• 1–2 years of experience in a client-facing, account support, or project coordination position (preferably in SaaS, advertising, or marketing).

• Proficient with data handling in Excel or Google Sheets.

• Outstanding communication and presentation abilities.

• Strong organizational skills and meticulous attention to detail.

• Enthusiastic about technology, creativity, and facilitating client growth.

🏝️ Benefits

• Practical experience supporting enterprise clients at some of the world's leading brands.

• Insight into creative data analytics and AI-driven insights.

• A structured career development plan leading toward a Client Success Manager role, complete with defined milestones and coaching.

• The chance to impact how CreativeX provides exceptional client experiences.