Customer Success Associate

Act as the liaison between the Customer Success, Sales, Finance, Legal, and Security teams to ensure that all client-related processes are running smoothly. Perform various system administration functions within the Kharon application, including user setup and changes, help center updates, and usage monitoring. Support the onboarding of Kharon as a vendor for its clients, including gathering critical information such as banking details, W-9s, legal names, billing addresses, and any other documentation required for setup. Collaborate closely with the Sales team to gather all required handoff information, ensuring a seamless transition to the post-sale customer journey. Partner with the Security team to assist in handling periodic client risk assessments and ensure compliance with internal and external standards. Support the Customer Success team as needed on customer deliverables and special projects. Provide information on usage metrics at client and/or internal request. Assist with Requests for Proposal (RFP). Requirements Bachelors degree in Business, Communications, or a related field preferred. 2+ years of professional experience, preferably in client services, customer success, or sales support roles. Strong organizational skills and attention to detail, with the ability to manage multiple clients and deadlines simultaneously. Excellent verbal and written communication skills, with the ability to build relationships with clients and internal stakeholders. Experience working with sales teams and handling sensitive client information (e.g., banking details, legal documents) is preferred. Ability to work cross-functionally in a collaborative environment. Familiarity with risk assessments and compliance standards is a plus. Experience with Google Suite, Microsoft Office, CRM software, or other related tools is a plus. Experience with Sales-forward AI agents or platforms is a must. Core Competencies Demonstrates strong organizational skills and attention to detail while managing multiple clients and deadlines. Proficient in collaborating cross-functionally and handling sensitive client information in compliance with internal and external standards. Highest-signal resume keywords Client Services Experience Sales Support Experience Risk Assessment Familiarity Google Suite Proficiency Microsoft Office Proficiency ATS Optimization Keywords Hard Skills System Administration User Setup Usage Monitoring Onboarding Support Documentation Management Soft Skills Strong Organizational Skills Excellent Communication Skills Relationship Building Attention to Detail Collaborative Work Style Industry Keywords Client Risk Assessments Compliance Standards Requests for Proposal Tools & Technologies CRM Software Sales-Forward AI Platforms #J-18808-Ljbffr