Customer Success Associate
Core
Support enterprise clients in adopting AI-driven market intelligence platform through onboarding, training, and engagement to drive usage and retention.
Role type
Customer Success Associate (IC)
Builds
Enterprise market intelligence platform for financial professionals
Domain
Financial services / Market intelligence / AI
Deliverable
product features
Required skills
Client onboarding, user training, email outreach, warm calling, data analysis, stakeholder management, product feedback collection, cross-functional collaboration
Preferred skills
Experience in high-volume outreach, ability to explain complex technical concepts simply, familiarity with financial industry workflows
Technologies
AlphaSense platform, email communication tools, CRM systems
Responsibilities
Conduct 1:1 onboarding sessions for new users, reach out to low-activity users via email and calls to drive adoption, assist Account Managers during client training sessions, monitor customer health metrics and provide product guidance, support sales teams with product overview sessions for trials, capture and analyze user feedback for product improvement
Seniority
Junior, hands-on IC