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Onshore

Client Success Associate

Drives client success by leading onboarding, building relationships, resolving issues via cross-functional coordination, and providing platform expertise for a tax incentives SaaS platform. Requires 3-5 years customer-facing experience and strong communication skills.

100k – 120kNew York, NYCustomer SuccessOnsite3+ YOE
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About the role

Responsibilities

  • Lead new client onboarding with hands-on guidance and product walkthroughs tailored to client needs.
  • Build trust-based relationships with clients and serve as main point of contact for platform-related needs.
  • Coordinate cross-functionally with Product, Sales, Engineering to resolve client issues or requests.
  • Improve client experience and increase client success.
  • Provide subject matter expertise, translating technical concepts into clear requirements.
  • Advise clients on new technologies, regulatory changes, and competitive dynamics.
  • Lead technical discovery sessions to identify gaps, risks, and optimization opportunities.
  • Maintain clean project data, manage milestones and tasks.

Requirements

  • 3-5 years of experience in Client Success, Account Management, or other customer-facing role.
  • Exceptional communication and interpersonal skills.
  • Ability to manage multiple clients and projects with strong attention to detail.
  • Comfortable presenting to and training clients on software platforms.
  • Problem-solver with proactive mindset and “client-first” attitude.
  • Strong intuition and analytical skills to understand client business operations.

Nice-to-Haves

  • Experience with CRM tools such as Salesforce and/or Asana.
  • Experience within the tax credits and incentives space.

Compensation

  • Annual base salary: $100,000 - $120,000 with additional bonus component.

Skills

SalesforceAsanaCRMClient OnboardingAccount ManagementCross-Functional CollaborationClient TrainingAnalytical Skills

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