Associate Customer Success Manager (Audit)
Core
Manage post-sale relationships for a portfolio of smaller or lower-spend customers to drive product adoption, monitor health, and ensure value realization.
Role type
Associate Customer Success Manager (Audit)
Builds
Customer success outcomes and product utilization for small accounts
Domain
SaaS / Professional Services (Legal, Tax, Accounting)
Deliverable
product features
Required skills
Relationship building, data analysis, CRM proficiency, project management, cross-functional collaboration
Preferred skills
Accounting or Public Accounting (Audit/Assurance) experience, SaaS background
Technologies
CRM platforms, Customer Success tools
Responsibilities
Own post-sale relationships for a portfolio of smaller accounts, Drive product adoption and usage through proactive engagement, Monitor customer health and usage trends to identify risks and opportunities, Conduct regular check-ins and success reviews to ensure value realization, Collaborate with internal teams to resolve issues and support renewals, Maintain CRM and Customer Success tools for visibility and accountability
Seniority
Junior, hands-on IC