Associate Customer Success Manager
$80,000–$100,000 year
RemoteUnited States or New York City, New York, United States
Job Summary
Partner closely with Senior Customer Success Managers to support strategic wealth management and enterprise clients through client meetings, implementation discussions, and ongoing account management. Own day-to-day client requests, follow-ups, and project coordination while collaborating cross-functionally with Product, Engineering, Tax Operations, and Implementation teams to execute client initiatives. Build trusted relationships with client stakeholders and gradually assume ownership of client calls and account management responsibilities. Team members residing in the New York City metropolitan area work from the NYC office at least three days per week.
Required Qualifications
- 2–5 years of experience in Customer Success, Account Management, Client Services, Relationship Management, or a similar customer-facing role
- Strong communication skills with the ability to build credibility and trust with both internal and external stakeholders
- Comfortable managing multiple priorities in a fast-paced, high-growth environment
- Highly organized with strong project management and follow-through skills
- Curious, coachable, and eager to grow into managing strategic enterprise accounts
- Analytical mindset with strong problem-solving abilities
- Team members residing within the New York City metropolitan area are expected to work from our NYC office at least three days per week
Desired Qualifications
- Experience supporting enterprise, financial services, fintech, SaaS, or wealth management clients is preferred but not required
- Exposure to tax, financial services, or wealth management is a plus, but not required
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