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

Client Success Associate

Material Bank

About FanBasis FanBasis is the full-stack growth platform for digital businesses. Whether someone is just getting started with their own business or looking to make their next million dollars, we give them the infrastructure to do it: payments, checkout funnels, community, courses, affiliate systems, analytics, and everything in between, all in one platform. We're one of the fastest-growing future of work companies based in Miami and have had billions in volume flow through our platform. The team moves quickly, ships constantly, and is obsessed with helping people earn from what they already know. If you want to be part of building something that makes the entire market more accessible, this is the place. About the Role This is the seller’s champion after they go live. As a Client Success Associate, you own the post-launch relationship for a book of sellers — their health, adoption, and retention. You are not a ticket queue and you are not a closer; you are the person who makes sure sellers actually succeed on FanBasis and stay with us for the long run. You’ll partner closely with Account Management, who own the seller’s revenue (activation and expansion), and with Support and Product. Your job is to keep sellers adopting, engaged, and retained — spotting churn risk early, driving usage, and surfacing growth and expansion signals to the AM so the account keeps compounding. We are looking for someone who is genuinely energized by helping people succeed, who can read an account’s health from the data, and who knows the difference between reacting to problems and proactively preventing them. As we scale toward 5,000+ active sellers, you’ll also help build the scaled and lifecycle programs — onboarding nudges, education, webinars, and health campaigns — that let great customer success reach the long tail, not just the top accounts. What You’ll Own Own post-launch account health for a book of sellers — adoption, engagement, satisfaction, and retention from go-live onward. Drive product adoption and usage — make sure sellers are using the right features, getting value, and building their business on FanBasis. Prevent churn proactively — monitor health signals and GMV/usage trends, get ahead of at‑risk accounts, and run save plays before a seller disengages. Run health reviews and check‑ins — structured touchpoints for your named accounts and lighter, scaled coverage for the long tail. Surface expansion signals to Account Management — flag growth, upsell, and cross‑sell opportunities so the AM can own the revenue conversation. Build scaled and lifecycle programs — onboarding nudges, education, webinars, and lifecycle campaigns that extend success to every seller, not just the top tier. Be the voice of the seller internally — coordinate escalations with Support and Risk, and feed recurring pain points back to Product. Coordinate clean handoffs — receive launched accounts from Account Management and route technical and complex issues to the right team. What We’re Looking For 2+ years in customer success, account management, or a customer-facing role — ideally at a B2B, SaaS, or fintech/platform company. A relationship-builder with a service mindset — you genuinely enjoy helping people succeed and can build trust quickly. Comfortable with data — able to read account health, usage, and GMV trends and act on them. Exceptional written and verbal communication — clear, calm, and credible with sellers and internal teams alike. Proactive and high‑ownership — you get ahead of problems instead of waiting for tickets, and you thrive in a fast‑paced environment. Organized and detail‑oriented — able to manage a book of accounts without letting anything slip. A bias toward building repeatable systems, not just one‑off saves. Bonus Points Experience owning retention, adoption, or churn metrics for a book of accounts. Familiarity with CS and support platforms such as Pylon, Zendesk, Intercom, or Salesforce. Experience using AI tools and automations to scale customer success and lifecycle programs. Background in payments, fintech, or the creator/digital‑product economy. Experience building scaled or tech‑touch CS programs (webinars, lifecycle emails, education). Schedule Monday – Friday | 9:00 AM – 6:00 PM | In‑Person in Miami, FL Benefits Competitive salary and benefits package Gym membership packages Paid time off and company‑paid holidays In‑person work environment in Miami, FL Team‑building events, company lunches, and swag Opportunity to be a part of a fast‑growing team of industry experts. #J-18808-Ljbffr

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Success Associate in Doral, FL vacancy
  • Dionne James - State Farm Agent is looking for a Customer Relations Representative to enhance client experiences and help grow our insurance agency. This role requires exceptional customer service skills and attention to detail, making you the ideal team member for supporting... 
    Suggested
    Hourly pay

    Dionne James - State Farm Agent

    Miami, FL
    4 days ago
  • $70k - $100k

    A financial services staffing firm in Miami is seeking a Client Services Associate to provide exceptional service to clients. The ideal candidate will have a bachelor's degree in finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities... 
    Suggested
    Full time

    Ascendo Resources

    Miami, FL
    3 days ago
  •  ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all...  ...valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Bank... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Miami, FL
    1 day ago
  • JPMorgan Chase & Co. in Miami, FL is seeking a Private Client Investment Associate to provide support to Private Client Advisors. This role involves...  ...relationships, and assisting in wealth planning. The successful candidate will hold a Series 7 license and other required... 
    Suggested

    JPMorgan Chase & Co.

    Miami, FL
    4 days ago
  • Dormont Manufacturing Co is seeking a dedicated client service support professional in Miami, Florida, to assist Financial Advisors....  ...client management and excellent communication skills are essential for success in this role. #J-18808-Ljbffr Dormont Manufacturing Co
    Suggested

    Dormont Manufacturing Co

    Miami, FL
    3 days ago
  • $70k - $100k

     ...0/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to...  ...deep understanding of financial products and markets. The successful candidate will work closely with clients to address their... 
    Full time
    Local area

    Ascendo Resources

    Doral, FL
    5 days ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial...  ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal... 
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    3 days ago
  •  ...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent...  ...too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work that... 
    Extra income
    Full time
    Part time
    Local area
    Flexible hours
    Shift work

    Jackson Hewitt

    Miami, FL
    2 days ago
  •  ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial...  ...of assets to ensure all assets and cost basis were successfully received. Monitors available cash awaiting investment,... 
    Work experience placement
    Work at office

    Raymond James Financial

    Miami, FL
    2 days ago
  •  ...Client Service Associate ADP is hiring a Client Service Associate. Thanks for clicking! Let us tell you a little more... Are you a customer...  ...to solve clients' challenges and fuel their business success. Does this sound like you? Connector and Problem Solver... 

    Automatic Data Processing

    Miami, FL
    1 day ago
  • About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive...  ...career in client services, account management, or customer success. Location: Miami, FL Employment Type: Full-Time What You’ll... 
    Full time

    FF Inc

    Miami, FL
    3 days ago
  • Advisor Development Program Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment...  ...continuing education requirements We’ll help you Build a successful career at Bank of America through world‑class training and... 
    Traineeship
    Work experience placement
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Dormont Manufacturing Co

    Miami, FL
    2 days ago
  •  ...DEMAND.com is seeking a Customer Success professional in Miami, Florida. The role focuses on developing and nurturing strong relationships with accounts, ensuring clients have a great experience with DemandFactor offerings. Candidates should have at least two years of... 

    Demand

    Doral, FL
    2 days ago
  • $130k - $175k

     ...third-party service providers relating to client inquiries, problem resolutions, and...  ...prior endeavors. The Investor Services Associate should exhibit strong technical and analytical...  ...dynamic environment. In addition, the successful candidate must meet the following... 
    Local area

    Blackstone

    Miami, FL
    4 days ago
  •  ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible...  ...bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high... 
    Work at office

    Chase

    Miami, FL
    4 days ago
  •  ...Job Title Responsibilities include but are not limited to: Develop and maintain strong relationships with clients in order to maximize their banking experience. Act as a liaison between client and all back office departments to ensure prompt and accurate service. Sell... 

    Valley National Bancorp

    Miami, FL
    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... 

    JPMorgan Chase

    Miami, FL
    4 days ago
  •  ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    Doral, FL
    5 days ago
  •  ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    4 days ago
  • PNC in Miami is hiring a Client Experience Associate to deliver exceptional customer service and foster client loyalty. The role emphasizes engaging customers to improve their financial wellbeing and offering tailored banking solutions. Ideal candidates will have strong... 

    PNC

    Miami, FL
    1 day ago
  • Client Service Support Specialist Job Description: This role provides client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy while customizing solutions to meet their specific... 
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    4 days ago
  •  ...Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures. Review daily activity and reconcile current client activity, fund transfers... 

    Leeds Professional Resources

    Miami, FL
    20 days ago
  • Bank of America is seeking a Client Service Support Specialist in Miami, Florida to provide exceptional client support to Financial Advisors. Your role will involve educating clients about our service offerings, ensuring timely handling of requests, and deepening client... 
    Shift work

    Bank of America

    Miami, FL
    9 hours ago
  • A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client service and operational excellence. The ideal candidate should hold necessary FINRA qualifications, possess strong interpersonal and... 

    National Black MBA Association

    Miami, FL
    3 days ago
  •  ...array of investment solutions to high‑net‑worth individuals, family offices and institutions. We are currently seeking a Senior Client Associate candidate. The candidate will work closely with the advisors to provide best in class service to our clients. He/she will be... 
    Flexible hours

    GenTrust

    Miami, FL
    2 days ago
  • The Client Associate has an overall responsibility for providing dedicated operational and sales support to the assigned financial advisor or team of financial advisors. JOB RESPONSIBILITIES/MAIN FUNCTIONS Review account opening documentation making sure it complies... 

    Insigneo

    Miami, FL
    2 days ago
  • Dormont Manufacturing Co in Miami, Florida, is seeking a Business Development Associate to join their team. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in developing and enhancing client relationships. The ideal candidate... 
    Work experience placement

    Dormont Manufacturing Co

    Miami, FL
    2 days ago
  • Bank of America is looking for a dedicated Client Service Associate to provide support to Financial Advisors in Miami, Florida. The role requires an enthusiastic individual with a client-centric mindset, focusing on enhancing client satisfaction through effective communication... 
    Work at office

    Bank of America

    Miami, FL
    4 days ago
  •  ...Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional licenses are a plus. The role focuses on delivering excellent... 

    Norman Alex

    Miami, FL
    3 days ago
  • Insigneo in Miami, Florida, is looking for a Client Associate to provide dedicated operational and sales support to financial advisors. Responsibilities...  ...English and Spanish. Strong analytical and client service skills are essential for success in this role. #J-18808-Ljbffr Insigneo

    Insigneo

    Miami, FL
    2 days ago

Do you want to receive more vacancies?

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