Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Success Associate

$27.5 - $30 per hour

Gordon Flesch Company

Job Purpose

This role will serve as a trusted advisor to our top customers and assist our Major Account Executive to drive maximum value from our solution and achieve their desired outcomes. They will support the customers to drive satisfaction, retention and growth within the account.

Responsibilities

  • Provide continuous training to ensure high early adoption of products and services.
  • Build and maintain strong, long-term relationship with key stakeholders across customer accounts to align strategic goals between GFC and customers.
  • Serve as a point of escalation for customer concerns, ensuring timely and effective resolution.
  • Act as a liaison by coordinating and facilitating discussions with internal departments.
  • Help develop and execute customer success plans tailored to each client's goals and business objectives.
  • Provide regular updates to internal teams on customer status, feedback, and opportunities for improvement.
  • Participate in internal and external client meetings, including preparation and follow-up.
  • Conduct walkthroughs of customer sites to identify potential growth opportunities.
  • Ensure accurate documentation of sales activities in CRM systems including meeting notes.
  • Help promote company events to current and prospective customers.
  • Continuously learn and stay current on GFC's technology solutions.
  • Assist with budget planning and account reviews, including data gathering and presentation.
  • Miscellaneous job duties as assigned.


Requirements

  • High school diploma or equivalent.
  • Advanced skill in Microsoft Excel
  • Valid driver's license and appropriate auto insurance as dictated by state requirements.
  • Ability to promote ideas and work constructively across various departments.
  • Exceptional analytical skills and problem-solving abilities
  • Proficient with Microsoft Office applications, including Word, , and Outlook.
  • Ability to compare data from a variety of sources for accuracy and completeness.
  • Possess a professional attitude with an ability to interact well with others.
  • Strong customer service orientation.
  • Ability to work in a team environment and interact in a consistent, positive manner.
  • Excellent verbal and written communication skills.
  • Ability to multi-task while maintaining strong attention to detail.


Preferred Qualifications (if applicable)

  • Associate degree or equivalent experience.
  • Experience generating and converting business leads.
  • Proven track record of delivering excellent customer service.
  • Self-motivated with a desire to grow into a sales professional.
  • Interest in business technology solutions.


The hourly rate for this position is $27.50 - $30.00

Gordon Flesch Company is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, color, creed, disability, gender identity, national origin, protected veteran status, race, religion, sex, sexual orientation, and any other status protected by applicable local, state, or federal law. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Success Associate in Dublin, OH vacancy
  •  ...plans to continue to significantly grow year over year. Our success is a testament to our remarkable team and what we are...  ...basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing... 
    Suggested
    Work experience placement
    Casual work
    Local area
    Relocation
    Relocation package
    Monday to Friday

    Arrive Logistics

    Columbus, OH
    2 days ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...  ...workforce are directly linked to our success. We are an equal opportunity employer... 
    Suggested

    JP Morgan Chase

    Dublin, OH
    4 days ago
  • $50k

     ...Job Description Job Description Client Service Manager/Administrative Assistant *Candidates without prior financial services...  ...staying highly organized, and playing a meaningful role in a team’s success, this is an opportunity to grow alongside a thriving advisory... 
    Suggested
    Full time
    Work at office
    Home office

    Ameriprise Financial

    Dublin, OH
    12 days ago
  • $25 - $44 per hour

     ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...  ...of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Columbus, OH
    3 days ago
  • $25 - $44 per hour

     ...companies, and institutions. This role is responsible for providing client service support to multiple Financial Advisors (FAs) and serves...  ...of their line of business and/or group; and the overall success of the Company. Benefits: This role is currently benefits eligible... 
    Suggested
    Hourly pay
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Columbus, OH
    3 days ago
  •  ...innovative financial organizations. As a Senior Product Associate within the Branch Network - Client Central team, you'll contribute to the team by...  ...role in shaping the future of our products and ongoing success. You will also support the team by effectively balancing... 

    Next Frontier Capital

    Columbus, OH
    3 days ago
  • $65k

     ...Asset Management - Internal Client Advisor - Associate Columbus, OH, United States Job Information Job Identification 210640823 Job Category Client...  ...of financial sales experience Proven track record of success in selling Investment Management and/or Retirement plans and... 
    Full time

    Aumni

    Columbus, OH
    1 day ago
  •  ...Job Description Job Description Job Description: Provide exemplary service to Gryphon Financial Partners clients.  Manage day to day aspects of the client experience.   Qualifications: Organized, detail oriented and ability to multi-task Strong verbal... 
    Work at office

    GRYPHON FINANCIAL PARTNERS LLC

    Columbus, OH
    14 days ago
  • $25 - $38.46 per hour

     ...Location: 10 West Second Street, Dayton Ohio Job Summary The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of... 
    Hourly pay
    Work experience placement
    Work at office
    Flexible hours
    Night shift

    Key Bank

    Columbus, OH
    3 days ago
  •  ...Job Description Insight Global is looking for a Client Service Associate to be a key asset to a Wealth Management firm in Westerville, OH. This role will work closely with their Advisors + Internal Support Team to help service and support clients with a variety of... 

    Insight Global

    Westerville, OH
    3 days ago
  •  .../or customer service Strong interest in long-term career growth and professional development Key Responsibilities: Engage internal clients through both inbound and outbound phone communications Serve as the primary point of contact, providing ongoing support throughout... 
    Contract work

    ApTask

    Columbus, OH
    1 day ago
  •  ...’t always happen at a desk. Take a walking meeting around our 100-acre campus or enjoy lunch on the patio. We’re committed to your success—both personally and professionally. Hybrid work environment: For many roles, three days a week on-site, with occasional additional... 
    Full time
    Work at office
    Local area
    Worldwide
    3 days per week

    OCLC

    Dublin, OH
    4 days ago
  • $70k - $85k

    Insight Global is looking for a Client Service Associate to be a key asset to a Wealth Management firm in Westerville, OH. This role will work closely with their Advisors + Internal Support Team to help service and support clients with a variety of needs. This role will... 

    Insight Global

    Westerville, OH
    2 days ago
  • $15.75 per hour

     ...in a fast-moving, highly active and physically demanding role, where teamwork, flexibility, and creative problem solving are key to success. You are open to working a flexible work schedule with varying hours, days or shifts (including nights, weekends, holidays and... 
    Hourly pay
    Work at office
    Local area
    Immediate start
    Flexible hours
    Shift work
    Night shift
    Day shift

    Target

    Dublin, OH
    1 day ago
  •  ...law firm is seeking a talented Healthcare Associate to join its highly regarded Columbus...  ...transactional, and operational matters. The successful candidate will work closely with...  ...The role offers exposure to high-profile clients, significant responsibility from the outset... 
    Work at office

    Illapa Search

    Columbus, OH
    2 days ago
  •  ...OH. The role involves engaging in sophisticated tax work for clients nationwide, focusing on corporate and transactional tax matters...  ...business entities and real estate investment vehicles. Conduct succession planning for closely held businesses. Manage and prioritize... 

    BCG Attorney Search

    Columbus, OH
    4 days ago
  • $150k - $200k

     ...compliance matters, tailored to meet the specific needs of our clients. Our approach is client-focused, ensuring that each case receives...  ...with clients and colleagues, contributing to the firm’s success. Requirements U.S. JD required Member of any State Bar... 
    Permanent employment
    Full time
    H1b
    Local area
    Remote work
    Work visa

    Jobot

    Columbus, OH
    4 days ago
  •  ...entrepreneurial business law firm with a commitment to collaboration and client success. We foster a supportive environment for our team and value...  ...to excellence. Position Overview We are seeking a Senior Associate level attorney with a strong background in providing guidance... 
    Full time
    Flexible hours

    Kohrman Jackson & Krantz

    Columbus, OH
    1 day ago
  •  ...and/or mass tort/class action to work directly with one of our clients. This is a contract position, on site at the firm’s Columbus,...  ...what is provided in one case is copied to each individual file.Successful candidates will have five plus years of pre litigation... 
    Permanent employment
    Full time
    Contract work
    Part time
    Work at office
    Flexible hours

    De Novo Review Inc

    Columbus, OH
    5 days ago
  •  ...BCG Attorney Search is seeking an experienced lateral attorney to join its Tax Credit Finance practice in Westerville, OH. The successful candidate will handle various transactional matters, including tax, energy, debt, and equity financing, as well as real estate. Key... 

    BCG Attorney Search

    Westerville, OH
    5 days ago
  •  ...culture supports creative entrepreneurs and we are dedicated to providing growth and career development opportunities. We are building succession plans and this is a great opportunity for attorneys passionate about creating and/or maintaining a vibrant litigation career.... 
    Work at office
    Remote work

    Quintairos, Prieto, Wood, & Boyer, P.A.

    Columbus, OH
    5 days ago
  •  ...best-in-class services. As trusted advisors, we help the firm’s clients while also safeguarding the integrity of the firm. We are...  ...completionAll candidates for roles in the Legal department must successfully complete a conflicts of interest clearance review prior to commencement... 
    Contract work

    JP Morgan Chase

    Columbus, OH
    4 days ago
  •  ...you join QPWB, you become part of a team that prioritizes your success and well‑being: Growth: We invest in your development with tailored...  ..., you will play an integral role in the success of our cases, clients, and the firm. Your responsibilities include: Legal Research... 
    Full time
    Work experience placement
    Work at office
    Flexible hours

    Quintairos, Prieto, Wood, & Boyer, P.A.

    Columbus, OH
    2 days ago
  • $95k - $105k

     ...offer comprehensive legal solutions to clients ranging from Fortune 500 companies and global...  ...that this position is distinct from an associate position and is not considered on track...  ...is a fundamental driver of business success, and our diversity efforts are embedded... 
    Temporary work
    Work at office
    Remote work
    Flexible hours

    FBT Gibbons

    Columbus, OH
    4 days ago
  • $90k - $120k

     ...Overview Mandarich Law Group is a leading creditor’s rights law firm with offices in CA, NV, IL, MI, OH, GA, and FL. We are hiring an Associate Attorney for our Dublin, Ohio office. Responsibilities Draft and review summons, complaints, judgments, settlement agreements,... 
    Temporary work
    Work at office

    Mandarich Law Group

    Dublin, OH
    5 days ago
  • $25k

     ...years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions...  ...Rights law firm is seeking a motivated Associate Attorney to manage legal matters from...  ...& Scott, PLLC is contingent upon the successful completion of all required pre-employment... 
    Full time
    Part time
    Work at office
    Local area
    Shift work

    Delphi Technologies

    Columbus, OH
    4 days ago
  •  ...Job Overview A law firm seeks an Associate Attorney for its Dublin, Ohio office. The firm is recognized for its expertise in creditor's rights and operates across multiple states. The role involves handling a high volume of cases and requires strong communication skills... 
    Temporary work
    Work at office

    BCG Attorney Search

    Dublin, OH
    1 day ago
  • $125k - $150k

     ...law firm is looking for an experienced estate planning associate to support our clients in the Columbus area, with a home base in Dublin, Ohio....  ...to bring, or even build your own book of business to be successful here, just your talent to engage and support the clients... 
    Work at office
    Immediate start
    Work from home

    AlerStallings

    Columbus, OH
    4 days ago
  •  ...best-in-class services. As trusted advisors, we help the firm’s clients while also safeguarding the integrity of the firm. We are...  ...be licensed to practice law in the country of employment and successfully complete a conflicts of interest clearance review prior to commencement... 
    Full time
    Contract work
    Fixed term contract
    Shift work

    JPMorgan Chase & Co.

    Columbus, OH
    1 day ago
  •  ...Job Overview A law firm seeks an Associate Civil Litigation Attorney in Worthington, Ohio. This full‑time position is ideal for attorneys...  ...of litigation experience who are eager to learn all aspects of client management and trial practice. Candidates awaiting bar... 
    Full time
    Flexible hours

    BCG Attorney Search

    Worthington, OH
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Success Associate. Be the first to apply!