Client Success Associate

Role Overview

We are looking for a Client Success Associate to support and manage client relationships by delivering timely, professional service and ensuring a positive client experience. This role is client-facing and focuses on communication, coordination, and follow-through across service requests

Key Responsibilities

• Serve as a primary point of contact for assigned clients
  
• Respond to client inquiries via phone, email, and ticketing systems
  
• Accurately document all client interactions, issues, and resolutions in CRM tools
  
• Monitor and manage open service tickets, ensuring timely updates and follow-ups
  
• Proactively communicate timelines, progress, and next steps to clients
• Conduct post-resolution follow-ups to confirm satisfaction
• Support client onboarding by attending onboarding sessions and learning workflows
• Develop a strong understanding of company products, services, and tool
• Identify recurring issues, trends, or feedback and report them internal.

Onboarding & Development Tasks

• Complete required service and product training
• Shadow client or support sessions to understand workflows and tool
• Identify common client pain points and standard solutions
•  Practice client introduction and check-in communications with guidance
• Assist with client updates and status communications
• Attend review meetings and provide summaries or insights when required

Skills & Competencies

• Strong written and verbal communication skills
• Ability to build rapport and maintain positive client relationships
• Empathy and active listening skills
• High attention to detail and organizational ability
• Comfortable working with CRM and ticketing system
• Proactive, curious, and eager to learn
• Professional, reliable, and client-focused

Experience Requirement

• Prior experience in customer service, account management, or client support preferred
• Basic understanding of business systems or technology environments is advantageous