Customer Success Associate

Customer Success Associate Company Overview

, we’re building the platform that unlocks opportunity in the $3+ trillion commercial real estate finance market. Our mission is simple: help brokers, lenders, and investors move faster by using AI and data to surface maturing loans, connect the right parties, and accelerate deal flow. Founded by a proven entrepreneur with successful exits, we are a fast-growing, product-led SaaS company headquartered in Newport Beach.

We believe the future of CRE finance is about speed, transparency, and automation, and we’re creating the tools to make that future real. If you’re excited to join a team on the leading edge of CRE-tech disruption, you’ll feel right at home here.

Location:

Preferred in Newport Beach, CA (open to hybrid across LA / OC / San Diego)

We’re looking for a Customer Success Associate to support the growing post-sale customer lifecycle s role sits directly within the Customer Success function and works closely with leadership to ensure customers are successfully onboarded, supported, and actively using the platform. You’ll help manage the day-to-day operational side of customer success — assisting with onboarding, responding to client questions, monitoring account activity, and helping customers realize value from the product.

This is an ideal role for someone early in their SaaS career who enjoys working with customers, solving problems, and building strong relationships in a fast-moving startup environment.

• Customer-first mindset. You enjoy helping customers succeed and solving problems quickly.
• Operationally organized. You keep track of details, follow up consistently, and maintain clean CRM records.
• Strong communicator. You can confidently interact with customers via email, phone, and video calls.
• Curious and proactive. You’re comfortable learning new technology and identifying opportunities to improve the customer experience.
• Startup mentality. You’re adaptable, resourceful, and excited to grow alongside a fast-scaling company.

• 0–3 years of experience in SaaS, customer success, account management, or sales
• Strong communication skills and comfort working directly with customers
• Organized and detail-oriented with strong follow-through
• Familiarity with Hub Spot or similar CRM tools
• Ability to manage multiple customer requests and priorities simultaneously
• Comfortable working in a fast-paced startup environment
• Interest in SaaS, commercial real estate, fintech, or data platforms
• Ideally located near Newport Beach, CA, though hybrid flexibility may be considered

• Competitive Compensation:
  Base salary with lucrative commission structure.
• Health Benefits:
  
  Comprehensive health, dental, and vision plans.
• Professional Development:
  Opportunities for career growth and advancement.
• Work Environment:
  Collaborative and innovative company culture with a focus on employee well-being and work-life balance.

Capitalize provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.