Client Success Associate

Responsibilities

• Lead new client onboarding, ensuring a smooth and engaging transition onto our platform. Provide hands-on guidance and product walkthroughs tailored to each client’s needs.
• Build strong, trust-based relationships with clients to drive satisfaction and engagement. Serve as the client’s advocate and main point of contact for all platform-related needs.
• Coordinate and work cross-functionally with internal departments (ie: Product, Sales, Engineering) to resolve client issues or requests.
• Continuously look for ways to improve client experience and increase client success.
• Provide subject matter expertise during client engagements, translating complex technical concepts into clear requirements that enable accurate and successful project delivery.
• Stay ahead of industry developments to proactively advise clients on new technologies, regulatory changes, and competitive dynamics.
• Lead technical discovery sessions, leveraging deep industry knowledge to identify gaps, risks, and optimization opportunities.
• Maintain clean, accurate project data while managing milestones and tasks to ensure transparent, organized, and on-track product delivery.

Requirements

• 3-5 years of experience in a 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 a proactive mindset, and a “client-first” attitude.
• Ability to apply strong intuition and analytical skills to ensure complete and accurate understanding of 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 an additional bonus component.