Client Success Associate

This is a fully remote position, open to applicants in New York.

📋 Description

• Contribute to processes, policies, playbooks, and values that enhance client-facing Client Success.

• Document internal procedures and establish scalable frameworks to ensure an exceptional client experience.

• Assist Client Success Managers in managing key accounts and relationships with platform users and data partners.

• Aid in the implementation and support of API and custom dashboard initiatives.

• Oversee the Intercom ticketing system to ensure timely responses and resolutions.

• Support the preparation of quarterly business review presentations and collaborative engagements with clients.

• Help clients achieve business objectives, improve loyalty, retention, renewals, and identify expansion opportunities.

• Collaborate with Marketing, Product, and Sales to develop client references and case studies.

• Relay client feedback to the product team and assist in resolving client issues and escalations.

• Assist clients in assessing new data sources.

• Create, maintain, coordinate, and oversee project plans and schedules.

• Ensure project documentation is current and properly organized.

• Prepare and distribute project status updates that include milestones, risks, and issues.

• Record meeting minutes, action items, and follow-up tasks.

• Track deliverables, team responsibilities, and deadlines.

• Provide administrative support to the lead project manager, including scheduling meetings and coordinating travel arrangements.

• Maintain project management tools and software effectively.

⛳️ Requirements

• A recognized qualification in Business Administration, Project Management, or a related discipline.

• 2-4 years of experience in project coordination, project management, or a similar administrative role.

• Experience in a fast-paced, dynamic setting, ideally within the tech or real estate sectors.

• Familiarity with agile delivery and project management methodologies and frameworks.

• Exceptional organizational skills and the ability to handle multiple tasks and projects concurrently.

• Meticulous attention to detail and a high degree of accuracy in documentation and reporting.

• Strong verbal and written communication skills.

• Ability to communicate effectively with project team members, stakeholders, and clients.

• Proficient in project management software and tools (e.g., Monday.com, JIRA).

• Strong skills in Microsoft Office, especially Excel, Word, and PowerPoint.

• Effective time management abilities, with a focus on prioritizing tasks and meeting deadlines.

• Capability to work collaboratively with cross-functional teams and foster strong working relationships.

• Experience in facilitating team meetings and discussions.

• Flexibility to adapt to evolving project requirements and priorities.

• Ability to work independently and take initiative in a fast-paced environment.

• Experience providing administrative support to senior project managers or executives.

• Capacity to manage confidential and sensitive information with discretion.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and growth.

• Flexible working hours and the possibility of remote work.

• A collaborative and supportive work environment.

• Competitive salary with performance-based incentives.