# Client Success Associate
**Company:** [Onshore](https://hotfix.jobs/companies/onshore)
**Location:** Remote
**Salary:** $100K-$120K
**Experience:** 3+ years
**Skills:** Salesforce, Asana, CRM, Client Onboarding, Account Management, Cross-Functional Collaboration, Software Training, Project Management
**Posted:** 2026-02-16
> Manages client onboarding, builds relationships, coordinates cross-functionally to resolve issues, and drives platform adoption and success. Requires 3-5 years customer-facing experience, strong communication, and analytical skills; bonus for Salesforce/Asana.
## Job Description
## 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.
**Apply:** https://hotfix.jobs/jobs/client-success-associate-at-onshore-21e22cd3-512a-471e-9f1a-85fe2c67f678
**Canonical:** https://hotfix.jobs/jobs/client-success-associate-at-onshore-21e22cd3-512a-471e-9f1a-85fe2c67f678