Associate Customer Success Manager

Role Overview

• Maintain and update Health Scorecards to support executive engagement, EBRs, and other critical customer engagements.
• Maintain account risk and objectives tracking to enable improved SEM management and visibility.
• Coordinate and document internal discussions related to executive sponsor programs and account strategy.
• Support account plan creation and updates to maintain current strategy, objectives, and execution plans.
• Open and manage internal requests as needed to support account activities and ensure timely resolution.
• Coordinate internal meetings with cross-functional stakeholders to align priorities and next steps.
• Support Client Onboarding/Client Engagement meeting coordination and follow-up documentation.
• Assist in preparation for Executive Business Reviews (EBRs) including planning and materials preparation.
• Help maintain a rolling schedule of renewals for 9 months out for customer planning and budgeting.
• Attend Renewal forecast sessions on weekly basis.
• Help coordinate contracts, SOW creation for Cross-Sell Activities as needed.

Requirements

• 3–6+ years in Customer Success Operations, CS Admin, or RevOps
• Experience supporting named, high-touch enterprise account models
• Familiarity with renewal and expansion support processes
• Strong CRM, reporting, and cross-functional coordination skills
• Proficient with Excel and PowerPoint
• Excellent Communication Skills
• Project Management skills a plus
• Must be able to multitask working with many opportunities

Benefits

• Medical, Dental, and Vision insurance
• Disability insurance
• Paid Parental Leave
• 401(k) program
• Generous Paid time off (PTO)