Client Success Associate

Onshore

New York City, USA
On-site
Client success or account management
Customer-facing role experience
Manage multiple clients and projects
This position is based in New York City, with in-office attendance required Monday-Thursday and the ability to be remote on Friday

Job Summary

  • This position is based in New York City, with in-office attendance required Monday-Thursday and the ability to be remote on Friday.
  • We are looking for individuals with 3-5 years of experience in a Client Success, Account Management, or other customer-facing role.
  • The ideal candidate possesses exceptional communication and interpersonal skills, with the ability to manage multiple clients and projects with strong attention to detail.

Matching Summary

This position is based in New York City, with in-office attendance required Monday-Thursday and the ability to be remote on Friday.

Skills & Requirements

Must-have

  • Client Success or Account Management
  • Customer-facing role experience
  • Manage multiple clients and projects
  • Presenting and training clients on software

Nice-to-have

  • Proactive mindset and client-first attitude
  • Strong intuition and analytical skills
  • Experience in tax credits and incentives

Key Requirements

  • 3-5 years of experience
  • CRM tools such as Salesforce and/or Asana

Work Rights

Not specified

Tailored Resume

Cover Letter