Customer Success Associate

Role overview

Help a customer success team deliver responsive, reliable service by taking ownership of account operations and coordinating work across customer success, support, and engineering. You will manage a portfolio of accounts, track issues through resolution, and use account data to help the team spot risks and improve its processes. The role offers exposure to several customer-facing functions, with potential pathways into customer success, technical support, sales, or implementation.

Responsibilities

- Serve as a primary contact for assigned accounts and handle ongoing account maintenance. - Coordinate technical transitions for customers from start to finish. - Monitor customer feedback and account signals, escalating potential risks to customer success managers. - Organize support escalations and follow engineering tickets through resolution. - Prepare routine analytics and ROI information for customer business reviews. - Maintain CRM records, check data quality, and organize contract information; identify recurring issues and suggest scalable process improvements.

Requirements

- Bachelor’s degree or higher. - At least three years of experience in implementation, support, operations, or a related field. - Strong analytical skills and the ability to turn data into clear, useful recommendations. - Comfort with productivity software, ticketing and project tools, and CRM systems; experience with Microsoft Suite, Zendesk, Linear, or HubSpot is relevant. - Strong organization, project coordination, and communication skills, including the ability to manage competing priorities. - Demonstrated use of AI tools to improve personal productivity.

Nice to have

- Experience in healthcare, radiology, SaaS, or a high-growth startup. - Experience identifying account expansion or cross-sell opportunities. - Familiarity with healthcare technology and AI, or with consulting and healthcare software implementation.

Benefits and work setup

- US-based full-time roles include medical, dental, vision, and life insurance; savings accounts with employer contributions; a 401(k); paid holidays; flexible paid time off; team gatherings; and an equipment stipend. - The source describes both US-remote and San Francisco arrangements, with onsite attendance four days per week for roles based in the San Francisco office. It does not specify which arrangement applies to this opening.