CareerPlan

Customer Success Associate

USA - Madison, WI, Junction RdFull-time$34k–$57k2026-10-22 → 2026-11-10
On-site

Core

Support and manage the customer lifecycle, ensuring engagement and satisfaction through proactive troubleshooting, onboarding, and relationship management.

Role type

Customer Success Associate

Builds

Customer relationships and retention

Domain

Professional services / Financial information

Deliverable

client delivery

Required skills

CRM proficiency, data analysis, problem-solving, communication, training delivery

Responsibilities

Support customer onboarding, resolve customer inquiries, assist with renewals and upselling, monitor customer performance data, provide training, ensure implementation schedules are met, document interactions in CRM, collaborate on product improvements.

Seniority

Individual Contributor