Client Success Associate jobs in the United States

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Client Success Associate
  • Maestro for Private Equity
  • Boston, MA FULL_TIME
  • About Maestro

    Maestro is the value creation platform designed exclusively for the Private Equity industry. Backed by S&P Global, Accordion Partners and several General Partners from the PE industry, Maestro helps PE sponsors modernize their operations and maximize value creation within their portfolio through active portfolio management and collaboration with portfolio company management teams.

    About the Role

    Maestro is a high growth technology startup looking for or a driven, hard-working individual to join our Client Organization. With a growing roster of PE and corporate clients, we are seeking a Client Success Associate (“CSA”) to be a driving force in helping our clients maximize their experience with Maestro. We build long-lasting partnerships alongside strategic companies with a product that delivers significant and unique value.  A successful candidate will learn the ins and outs of the Maestro solution and the processes with which we engage and onboard customers. The CSA will develop trusting relationships with client stakeholders to drive adoption, retention, and growth.

    Preferred location is Boston for this role (in a hybrid setup - with some days in the office every week). 

    In this role, you will:

    • Manage and support relationships with clients, with a focus on driving adoption, retention and growth
    • Setup clients for success by leveraging Maestro’s onboarding best-practices to deliver a solution that aligns with their business goals
    • Conduct training sessions to ensure our users maximize their use of our platform & understand new features
    • Help clients with loading data and configuring Maestro to ensure their setup is optimized and updated
    • Meet with clients on a recurring basis to ensure consistent value alignment and cultivate impactful relationships
    • Provide technical support when customers are experiencing unexpected platform behavior
    • Thoughtfully gather critical product feedback from clients; leverage feedback to inform the product, sales and marketing teams to aid in product development & adoption
    • Track and analyze user adoption within your client base to understand client health, user trends and identify potential risks
    • Support Client Success Managers in developing and executing client growth strategies
    • Support renewal forecasting in order to meet retention and growth goals
    • Act as a trusted advisor to clients, understanding and sharing industry best practices
    • Utilize company CRM database to document meeting minutes, client behavior and feedback

    Ideally, You come to the table with:

    • A desire to develop a career in Client Success within a dynamic, high-growth team
    • Passion for cultivating meaningful client relationships
    • An analytical and solutions-oriented mindset with a proficiency for critical thinking in challenging situations
    • A proactive attitude to get ahead of client questions or feedback and exceed the clients expectations
    • Ability to communicate effectively with private equity front office professionals, C-Suite executives, as well as internal Maestro teams
    • Strong time management and organizational skills
    • Excellent listening, written and verbal communication skills
    • Self-starter approach with an entrepreneurial spirit and an innate curiosity to learn from fellow team members
    • Fearlessness when it comes to asking questions and vocalizing issues when they arise
    • Ability to operate effectively in a hybrid work environment (both in-office and remote)
    • Willingness to travel if required, based on client location
    • Proficiency in Microsoft Office, Salesforce experience a plus
    • Background in working with a B2B SaaS platform is a plus
    • Bachelor’s degree or higher; 1-3 years of professional work experience

    #LI-CV1

    Maestro is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

  • 17 Days Ago

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Associate Client Success Manager
  • Credentia Nurse Aide LLC
  • Lake, FL FULL_TIME
  • Position Title: Associate Client Success ManagerFLSA Status: ExemptShift: DayPosition Summary:Credentia’s Associate Client Success Managers are focused on assisting Client Success Directors in providi...
  • 20 Days Ago

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Associate, Client Success Manager
  • Morgan Stanley
  • South Jordan, UT FULL_TIME
  • Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve cl...
  • 21 Days Ago

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Associate Client Success Professional
  • LPL Financial
  • Tempe, AZ FULL_TIME
  • Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that...
  • 23 Days Ago

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Client Success Associate
  • PerkSpot
  • Chicago, IL FULL_TIME
  • PerkSpot is searching for a Client Success Associate to join our Client Success team! Founded in 2006, we are on a Mission to Save Our Members Money by providing exclusive access to the best discounts...
  • Just Posted

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Client Success Associate
  • Alliant - The Audience Company
  • Brewster, NY FULL_TIME
  • OverviewAlliant is seeking a Client Success Associate to join a team of a respected data and analytics provider targeting top B2C marketing organizations. This position is responsible for supporting s...
  • 1 Day Ago

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Data Feed Service Associate
  • Hired by Matrix
  • Columbus, OH
  • Job Description Job Description What You'll Do: Responsible for handling a wide variety of business functions in a fast ...
  • 7/26/2024 12:00:00 AM

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Customer Service Specialist
  • Automated Health Systems
  • Columbus, OH
  • Job Description Job Description Automated Health Systems is hiring Full-time and Part-time Customer Service Agents in Co...
  • 7/26/2024 12:00:00 AM

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Inbound Call Customer Service Representative
  • Russell Tobin
  • Columbus, OH
  • Job Description Job Description Position – Customer Service Representative. Location – Columbus, OH Duration – 6 Months ...
  • 7/26/2024 12:00:00 AM

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Remote Registered Client Service Associate
  • TalentWealth
  • Columbus, OH
  • At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals ...
  • 7/25/2024 12:00:00 AM

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Legal Office Services Associate, Open 5/10/24
  • Dawson
  • Columbus, OH
  • Job Description Job Description Office Services Coordinator This is a nationally known and respected law practice. In th...
  • 7/25/2024 12:00:00 AM

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Customer Service/Support - Account Rep
  • Russell Tobin
  • Columbus, OH
  • Job Description Job Description Large company within the Financial Industry is seeking someone with Call Center experien...
  • 7/25/2024 12:00:00 AM

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High Net Worth Service Associate - Greater Cleveland, OH Area
  • Fidelity TalentSource LLC
  • Columbus, OH
  • Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile ...
  • 7/25/2024 12:00:00 AM

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High Net Worth Service Associate - Greater Columbus, OH Area
  • Fidelity TalentSource LLC
  • Columbus, OH
  • Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile ...
  • 7/25/2024 12:00:00 AM

Income Estimation for Client Success Associate jobs
$46,341 to $56,798