Customer Success Assistant

Job Description

Job Description

We are seeking a Customer Success Assistant to support the ongoing management of customer accounts following the initial sale or enrollment. This position works alongside the customer success team to coordinate onboarding, maintain account information, track customer activity, prepare account materials, and ensure scheduled follow-up is completed.

The Customer Success Assistant will focus on organization and continuity throughout the customer relationship, helping the team maintain accurate records and stay informed about customer goals, account activity, and outstanding action items.

Responsibilities include:

• Coordinate administrative aspects of the customer onboarding process
  
• Maintain onboarding checklists, account timelines, and required documentation
  
• Create and update customer profiles within company systems
  
• Record customer goals, preferences, account details, and relevant history
  
• Track onboarding milestones and outstanding action items
  
• Coordinate scheduled customer check-ins and account meetings
  
• Prepare account information and supporting materials for customer meetings
  
• Maintain calendars and schedules for customer success activities
  
• Track follow-up commitments and ensure outstanding items are routed to the appropriate team members
  
• Monitor account activity and identify accounts requiring additional follow-up
  
• Prepare basic account summaries and customer activity reports
  
• Assist with customer satisfaction and retention initiatives
  
• Gather and organize feedback regarding the customer experience
  
• Maintain records of customer feedback, account updates, and completed activities
  
• Coordinate with sales, operations, and other internal departments regarding customer accounts
  
• Assist with renewal preparation and other ongoing account-management activities
  
• Maintain current customer documentation and internal records
  
• Support customer success projects and account initiatives as assigned
  

• High school diploma or equivalent required
  
• Associate’s or Bachelor’s degree in Business, Communications, Marketing, Business Administration, or a related field preferred
  
• 1 year of experience in customer success, account coordination, client services, account management support, sales support, or a related business environment preferred
  
• Strong organizational and administrative skills
  
• Excellent attention to detail and recordkeeping
  
• Strong written and verbal communication skills
  
• Ability to manage calendars, deadlines, and multiple account-related priorities
  
• Strong follow-through and time-management skills
  
• Comfortable working with customer records and account information
  
• Ability to coordinate effectively across multiple departments
  
• Professional approach to customer and internal communication
  
• Ability to identify outstanding tasks and ensure appropriate follow-up
  
• Proficiency with CRM platforms, Microsoft Office, Google Workspace, or similar business software
  
• Ability to work independently and as part of a collaborative team
  

Benefits
• Employee recognition programs
  
• Team and company activities
  
• Collaborative working environment
  
• Cross-functional team collaboration
  
• Structured onboarding and role support
  
• Variety of account coordination and customer success responsibilities