Client Strategy Associate

Job Description

Job Description

Description

Location: Remote, Must be local to the Napa, CA Area

You’re the kind of person who brings clarity to complexity.

You notice the details that keep things running smoothly—and the patterns that help people make better decisions. When priorities collide or information gets messy, you’re the one who brings order, calm, and forward motion.

You care about client experience. You like connecting dots across teams, translating data into insight, and making sure nothing important slips through the cracks. And you want your work to matter—to clients, to teammates, and to the business.

That’s where Endsight comes in.

We partner with small and mid-sized organizations—including nonprofits—to ensure their technology delivers real business value. Our teams collaborate across strategy, service delivery, finance, and operations to create thoughtful, high-impact client experiences.

Working at Endsight feels a bit like being part of a great university—you’ll learn fast, build strong relationships, and grow alongside people who care deeply about doing great work.

• Medical: Company pays 100% of the base plan for the employee and family
• Dental & Vision
• 401(k) with employer matching
• Accrued Paid Time Off
• 9 Paid Holidays
• Career Pathing

As a Client Strategy Associate (CSA) , you’ll support our Pods’ Client Strategy teams by helping ensure client strategy processes are executed consistently and effectively. You’ll work closely with General Managers, Technical Account Managers, and cross-functional teams to improve client health, retention, and satisfaction.

Your work will include:

• Supporting executive business reviews (EBRs) and client check-ins through scheduling, preparation, data analysis, and follow-up
• Monitoring client health trends and surfacing risks or opportunities using dashboards and reports
• Helping drive resolution for client issues, disputes, and escalations across teams
• Supporting onboarding, renewals, invoicing, and client communications using Endsight best practices
• Collaborating with Finance, Professional Services, Support, and Sales to ensure a cohesive client experience
• For experienced CSAs, managing a small portfolio of clients to ensure they realize value from Endsight’s solutions

You’ll do well in this role if you:

• Take pride in helping clients and teammates succeed
• Enjoy organizing information, managing follow-through, and improving processes
• Communicate clearly, calmly, and professionally—especially when stakes are high
• Are comfortable working with data, systems, and structured workflows
• Like collaborating across teams and building trusted relationships
• Want to grow your career in client strategy, customer success, or account leadership

Experience & Skills
We’re looking for someone with 3–5 years of relevant experience, such as:

• Client success, account coordination, or service delivery roles
• MSP, SaaS, or professional services environments
• Cross-functional, client-facing work involving operations, finance, or support

You’ll be successful if you bring:

• Strong organizational and follow-up skills
• Experience working in CRM and/or PSA tools
• Confidence managing recurring workflows (reporting, scheduling, invoicing support, escalations)
• Excellent written and verbal communication skills
• A service-oriented mindset and steady approach under pressure

• Work with a collaborative, purpose-driven team
• Build skills in client strategy, analytics, and cross-functional leadership
• Make a direct impact on client retention and satisfaction
• Grow in a company that invests in learning, career paths, and doing the right thing

Join a Team That’s All-In on Helping You Thrive

If you’re ready to grow your impact, sharpen your client strategy skills, and help organizations thrive through thoughtful execution and collaboration—we’d love to meet you.

Apply today and let’s build something excellent together.