Hybrid Customer Success Associate

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About the role

  • Customer Success Associate enhancing value delivery and engagement for a global customer success organization. Focused on account infrastructure, program enablement, and operational excellence in a tech company.

Responsibilities

  • Execute the setup of customer accounts, including user provisioning, group creation, and site hierarchy management
  • Collaborate with the Customer Success and Account Executive teams to ensure timely and accurate completion of onboarding-related administrative tasks for new enterprise customers (1000+ seats)
  • Build and standardize a high volume of SafetyCulture templates and forms based on customer requirements and best practices
  • Assist in the creation and organization of content libraries to support customer self-service and product adoption
  • Support the execution of our customer success programs including high touch and / or Digital programs, including communication, user health checks, account optimization and data collection
  • Analyze product usage data to identify at-risk customers or opportunities for automated engagement
  • Document and refine best practices for account setup and template building to ensure consistency and efficiency across the team
  • Serve as the operational subject matter expert for our customer success platform, assisting with user troubleshooting and data integrity
  • Assist customers and our Customer Success Managers and Account Executives in the renewals process

Requirements

  • 2-3 years of professional experience
  • Proven experience in a high-volume, customer facing operations-focused role, preferably in a SaaS or technology environment
  • A natural collaborator who enjoys working with others to get the job done
  • Strong attention to detail and a methodical approach to task execution
  • Proficiency in data management and ability to work with large datasets
  • Exceptional communication skills, both written and verbal, to collaborate with cross-functional teams
  • A "builder" mindset with a focus on process improvement and documentation

Benefits

  • Catered lunches
  • Team events
  • Cool merch
  • Dogs in the office
  • Equity for full-time team members

Job title

Customer Success Associate

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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