Associate Customer Success Manager - Remote

Overview

The Associate Customer Success Manager (ACSM) supports digital-led customers in Tier 4, providing foundational customer relationship support and assisting with adoption, satisfaction, and retention efforts. This role develops core Customer Success skills and serves as an entry point for advancing to direct account ownership roles.

In Short

• Assist with day-to-day customer questions and support on platform basics.
• Coordinate onboarding tasks and help customers navigate Total Expert tools.
• Support CSMs with account health checks, renewals, and reporting preparation.
• Help manage digital engagement programs for lower-tier accounts.
• Track and document customer interactions and feedback in the Customer Success platform.
• Identify simple upsell opportunities and route to senior team members.
• Participate in customer training sessions and shadow QBRs.

Requirements

• Strong curiosity and desire to learn Customer Success.
• 1–2 years of client-facing experience (support, account coordinator, or similar).
• Excellent communication and organizational skills.
• Enthusiasm for technology and financial services.
• Ability to collaborate closely with a team and follow structured processes.

Benefits

• Competitive salary range of $60,000 - $75,000 annually.
• Eligible for variable compensation based on achievement of quota targets.
• Participation in the Employee Stock Option Plan.
• Comprehensive benefits including Medical, Dental, Vision, HSA, FSA, and Life Insurance.
• Short-Term and Long-Term Disability coverage.
• Flexible Time-Off (FTO) and Paid Parental Leave.
• 401(k) with employer match.