# Client Success Associate
**Company:** [Onshore](https://hotfix.jobs/companies/onshore)
**Location:** New York, NY
**Salary:** $100K-$120K
**Experience:** 3+ years
**Skills:** Salesforce, Asana, CRM, Client Onboarding, Account Management, Cross-Functional Collaboration, Client Training, Analytical Skills
**Posted:** 2026-05-08
> 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.
## Job Description
## 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.
**Apply:** https://hotfix.jobs/jobs/client-success-associate-at-onshore-006ec6ea-c335-437b-a6f8-7d8529a9e638
**Canonical:** https://hotfix.jobs/jobs/client-success-associate-at-onshore-006ec6ea-c335-437b-a6f8-7d8529a9e638