Customer Success Associate

Job Summary The client's customer success team is dedicated to delivering and providing excellent service while supporting customer engagement and operational excellence across our existing customer relationships. In this role, you will support customer onboarding, engagement, retention, and reporting initiatives across clients lines of business. Location: Telecommute Job type: Permanent Salary: $90,000 - 102,500 per year Work hours: 8am to 5pm Education: No Degree Required Responsibilities Support customer onboarding and adoption activities to ensure positive customer experiences. Assist with customer communication, follow-up, and ongoing engagement initiatives. Help coordinate customer outreach efforts, customer advocacy initiatives, and customer communications. Support customer retention efforts through proactive follow-up and issue coordination. Assist with documenting customer interactions and maintaining accurate customer records in HubSpot. Collaborate with internal teams to help resolve customer concerns and improve customer satisfaction. Support day-to-day administration and maintenance of HubSpot. Build and maintain dashboards, reports, and KPI tracking for Customer Success, Sales, and Marketing teams. Monitor and maintain CRM data quality, accuracy, and consistency. Assist with workflow creation, automation support, and process improvements within HubSpot. Help identify trends, reporting insights, and opportunities for operational improvement. Assist with documenting CRM processes, workflows, and best practices. Work closely with Sales and Marketing teams to support customer outreach and customer handoff processes. Collaborate with Technical Support and Operations teams to coordinate customer communication and issue resolution. Support customer advocacy content initiatives including customer interviews, case studies, newsletters, and related collateral. Participate in brainstorming and planning sessions focused on improving customer experience, operational processes, and efficiencies using AI-enabled tools. Ensure solid communication and timely responses to internal stakeholders and team members. Track customer engagement, customer health, and operational metrics. Prepare recurring reports and dashboards for leadership and internal stakeholders. Assist with process documentation and operational coordination across teams. Identify opportunities to improve customer experience, CRM processes, and reporting visibility. Qualifications 3-5 years of experience in a customer-facing role. SaaS experience preferred. Strong hands‑on experience with HubSpot, including dashboards, reporting, workflows, and CRM administration. Experience using HubSpot, Microsoft Teams, Excel, and PowerPoint is required. Experience working with AI-enabled CRM features or automation tools is a plus. Excellent written and verbal communication skills. Ability to provide reports and track metrics. Self-motivated and able to develop rapport and positive working relationships with all organizational levels. Have a passion for problem‑solving. Highly organized and self-motivated. Equal Opportunity Employer Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. Benefits Medical, prescription, dental, vision, AD&D, and life insurance offerings. Short‑term disability and 401K plan (based on eligibility). Additional Information Salary and benefits are based on factors including education, work experience, work location, and specific job duties. The posting is open for thirty (30) days. #J-18808-Ljbffr Jobs via Dice