Associate - Customer Success

Job Description

Job Summary: The Customer Success Associate will play a crucial role in supporting our Customer Success Managers (CSMs) by preparing presentations, maintaining requirements sheets, and ensuring seamless coordination between the team and clients. This role requires excellent communication skills, proficiency in presentation tools, and a keen eye for detail. Key Responsibilities: Presentation Creation: - Develop and design engaging and professional presentations for internal and external stakeholders. - Collaborate with CSMs to gather necessary content and ensure presentations align with client needs and company standards. - Update and refine presentations regularly to keep them current and relevant. Requirements Management: - Maintain accurate and up-to-date requirements sheets, tracking client needs, project progress, and deliverables. - Work closely with CSMs to understand client requirements and document them effectively. - Ensure all documentation is organized, accessible, and adheres to company protocols. Coordination and Communication: - Act as a liaison between CSMs, clients, and internal teams to ensure clear communication and effective collaboration. - Schedule and coordinate meetings, calls, and follow-ups with clients and internal teams. - Assist in preparing agendas, meeting notes, and action items to facilitate smooth project execution. Support CSMs: - Provide administrative and operational support to CSMs, enabling them to focus on strategic client management. - Help track and report on key performance indicators (KPIs) and client success metrics. - Assist in the onboarding process for new clients, ensuring a seamless transition and positive experience. Qualifications: - Bachelor's degree in Business, Marketing, Communications, or a related field. - Proven experience in a customer success, coordination, or administrative role. - Proficiency in Microsoft Office Suite (especially PowerPoint and Excel) and other presentation tools. - Strong organizational and multitasking skills, with the ability to manage multiple priorities. - Excellent written and verbal communication skills. - Attention to detail and a commitment to delivering high-quality work. - Ability to work independently and collaboratively in a fast-paced environment