Job Description
The Customer Success Associate supports the Customer Success Unit by assisting in managing client accounts, ensuring smooth post-sales onboarding, and driving customer satisfaction and retention. This role helps maintain strong client relationships while supporting senior specialists in retention initiatives.
Key Responsibilities
- Assist in managing assigned client accounts and ensure timely follow-ups
- Support onboarding of new clients, including account setup and product orientation
- Monitor account health metrics (usage, engagement, satisfaction) and flag potential churn risks
- Maintain accurate account records, documentation, and CRM updates
- Assist in retention campaigns, including upsell and cross-sell initiatives under guidance
- Collaborate with internal teams (Sales, Technical, Product, Compliance) to resolve client issues
- Collect and report client feedback to drive service improvement
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