Customer Success Associate - job 1 of 8

Job Summary

A company is looking for an Associate, Customer Success.

Key Responsibilities

• Lead customer training to empower bank and credit union employees in using the platform
• Manage client relationships post-deployment to enhance customer utilization and retention
• Collaborate with cross-functional teams to support customer service requirements and provide insights for product improvement

Required Qualifications

• Experience in client-facing roles, preferably in professional services or technology implementation
• Familiarity with no-code/low-code platforms and workflow configuration
• Experience in financial services or banking operations is strongly preferred
• Proactive, results-oriented mindset with a passion for client success
• Strong problem-solving abilities and strategic thinking skills