Client Success Associate – SaaS Software

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

📋 Description

• Assist the Client Success team in providing an exceptional customer experience that fosters retention and satisfaction.

• Aid in coordinating initiatives, renewals, meetings, and communications that enhance customer relationships and promote long-term growth.

• Support the Client Success team in overseeing customer accounts and nurturing strong client relationships.

• Help prepare and coordinate Quarterly Business Reviews (QBRs), presentations, customer reports, and meeting materials.

• Generate contracts, renewal agreements, order forms, and other documentation for customers.

• Organize customer meetings, business reviews, training sessions, and internal planning meetings.

• Oversee scheduling, meeting logistics, agendas, and follow-up action items.

• Maintain precise customer records, notes, and activities in HubSpot and other company systems.

• Assist with onboarding, implementation coordination, and account transitions as necessary.

• Track customer requests and ensure timely follow-ups with the relevant internal teams.

• Collaborate with internal departments to facilitate the effective delivery of products and services.

• Support renewal and expansion efforts through administrative preparation, customer communication, and documentation.

• Acquire a working knowledge of all company products and services to provide effective support to customers and internal teams.

• Identify opportunities to enhance client engagement processes and operational efficiency.

• Participate in customer meetings and communications to strengthen relationships and ensure a high level of service.

• Assist with special projects and strategic initiatives within the Client Success organization.

⛳️ Requirements

• A Bachelor's degree from an accredited college or university is preferred.

• A minimum of 2 years of experience in customer success, account management, customer service, sales support, project coordination, or a related field.

• Exceptional written, verbal, and interpersonal communication skills.

• Strong organizational abilities with meticulous attention to detail.

• Capability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Proficiency with standard business software, including Microsoft Office products and HubSpot (or similar CRM platforms).

• Experience in the laundry industry and/or with cloud-based software is preferred.

• Strong problem-solving skills coupled with a customer-first approach.

• Must be an outstanding team player with all staff members.

• Compliance with company Information Security Policies is essential.

• Willingness to travel occasionally for company-related events, customer visits, industry conferences, and trade shows.

🏝️ Benefits

• Creativity: Lead innovative and challenging projects.

• Growth Opportunities: Join a growing team with mentorship and support to foster your professional development.

• Culture: Strong core business values emphasizing teamwork in a dynamic environment.

• Recognition: Employee and peer-to-peer rewards programs.