Customer Success Associate
Core
Support and manage the customer lifecycle, ensuring engagement and satisfaction for B2B clients in legal, banking, and insurance sectors.
Role type
Customer Success Associate
Builds
Customer onboarding, renewals, and service enhancements for legal entity management and compliance solutions.
Domain
Legal technology and corporate compliance
Deliverable
client delivery
Required skills
B2B client service, CRM proficiency, data analysis, problem-solving, communication, training delivery
Preferred skills
Consultative customer service experience, industry knowledge (banking, insurance, hospitality, retail, legal)
Responsibilities
Support customer onboarding, resolve customer inquiries, assist with renewals and upselling, monitor customer performance data, provide training, manage implementation schedules, collaborate on product improvements, document interactions in CRM.
Seniority
Entry-level to Junior
