Skip to content
ReltioReltioUnited States

Associate Customer Success Manager

The Associate Customer Success Manager supports tech-touch customers to maximize platform value, focusing on adoption, retention, and guiding them through self-service tools. This role involves fostering strong relationships and ensuring customers succeed with Reltio solutions.

45k – 84k/yr
RemoteEntry levelCustomer Success

About the role

Job Duties and Responsibilities:

  • Manage a portfolio of tech-touch customers using Customer Success tools (Gainsight, and internal tools) to ensure that Reltio is adopted well and the customer is deriving value from the solution to promote ROI and customer retention.
  • Develop a basic understanding of each customer's business goals and objectives to tailor support and encourage product utilization.
  • Assist customers with utilizing available resources, such as Reltio Documentation, Reltio Learn and Support, to achieve their goals.
  • Document and review the success plan, provide guidance on the customer journey to help customers achieve their goals
  • Track customer health and adoption metrics to identify opportunities and potential risks, and proactively address customer needs.
  • Timely data capture and documentation within internal applications to ensure data driven decisions are being made to proactively identify adoption and retention risk.
  • Identify, document and track critical customer information such as usage, health scoring and desired outcomes to make data driven decisions across the organization to proactively identify and mitigate risk.
  • Monitor customer progress and usage data, escalating high-risk accounts to senior team members as needed.
  • Regularly communicate with customers to check in on their satisfaction and help them troubleshoot any challenges they encounter.
  • Identify opportunities for customers to expand product usage, driving cross-sell or upsell opportunities through tech touch strategies.
  • Collaborate with the sales and support teams to ensure a seamless customer experience and drive engagement with new product features

Skills You Must Have:

  • Bachelor's degree in Computer Information Systems, Business Technology, or similar degree
  • Strong interest in customer success, technology, and learning about SaaS products.
  • Possess strong, verbal and written communication skills with the ability to build trust and rapport with customers.
  • Ability to understand customer needs and articulate how Reltio products can help them achieve their business objectives.
  • Ability to manage time and prioritize effectively, balancing the needs of multiple customers.
  • A passion for helping others and a willingness to learn in a dynamic, fast-paced environment.
  • Experience or interest in software architecture and understanding how applications fit together within a customer’s ecosystem.
  • Experience with cloud software solutions or an interest in learning about SaaS and cloud technology.
  • A problem-solving mindset with a focus on delivering practical solutions and value to customers.

Skills That Are Nice to Have:

  • Basic knowledge of customer success metrics (such as retention, adoption, and growth) is a plus but not required.

Compensation:

Reltio's current market range for this role is $45,000 - $84,000 USD

Skills

GainsightSaaSCloud ComputingCustomer RetentionSoftware Architecture
Attentive

Program Coordinator

AttentiveNew York, NY +1

Program Coordinator executing retention marketing strategies for major brands using Attentive's platform. Responsibilities include building campaigns, journeys, and email programs across SMS/email, managing accounts with CSMs, and driving customer growth and adoption. Requires 1-2 years customer-facing experience.

46k – 65k/yr
Remote1+ YOECustomer Success
SimplePractice

Onboarding Specialist II

SimplePracticeUnited States

Guide medium and large professional groups through SaaS onboarding with a focus on data migrations, insurance setups, and workflow optimization. Requires 2+ years in B2B SaaS onboarding or implementation.

47k – 60k/yr
Remote2+ YOECustomer Success
Forge

Customer Success Specialist

ForgeSouth Dakota

Serve as the primary point of contact for clients with self-directed retirement accounts. Handle inquiries via chat, phone, and email; educate customers, solve problems, and collaborate across teams to drive satisfaction and retention. Requires 2+ years customer service experience.

42k+/yr
Remote2+ YOECustomer Success
Traba

Customer On-Site

TrabaHouston, TX +1

Serve as the primary on-site liaison between Traba's workforce, client leadership, and internal teams in a warehouse/manufacturing setting. Manage worker onboarding, scheduling, performance, issue resolution, and relationship building while driving account growth.

50k – 52k/yr
On-site1+ YOECustomer Success
Prompt Health

Associate Billing Success Manager (B2B SaaS)

Prompt HealthUnited States

Trains billing teams on Prompt's EMR/PM system best practices, configures workflows, provides expert support via help desk, and drives billing success metrics for healthcare customers. Requires 2+ years medical billing experience, especially outpatient physical therapy, and strong Excel proficiency.

50k – 75k/yr
Remote2+ YOECustomer Success