Customer Success Associate

UpDraft. Chattanooga or Atlanta. In-office. Full-time.

We are an AI-native company building an agentic work platform for the most demanding work in corporate accounting.

UpDraft's customer base spans top-25 CPA firms, elite advisory practices, Fortune 1000 finance teams, and pre-IPO companies. Customer demand is accelerating, and we are building out the customer success team to match.

As a Customer Success Associate, you will own the motion from signed contract through live pilot and into ongoing partnership. You will work daily with our CEO and co-founder on customer strategy and report to the Head of Customer Success for day-to-day coaching and development.

• Drive signed deals from contract to live pilot, chase paperwork through legal and procurement, and answer security questionnaires from our playbook.
• Own the customer’s response experience: deliver fast and consistent replies and surface friction back to the team.
• Help run customer onboarding: coordinate training, set users up, schedule check-ins, and ensure real progress in the initial weeks.
• Show up alongside our account leads on demos and customer calls, handling the business side and handing off cleanly to the technical conversation.
• Turn wins into proof points: interview power users, draft case studies, get them approved, published, and fed back into sales.
• Sharpen the playbook by templatizing security responses, refining kickoff agenda, and evolving onboarding scorecards.

We are hiring for three qualities above all else:

• Creativity
  :
  View stuck deals as puzzles, bring ideas to the table, and write effective prompts.
• Poise
  :
  Handle CAOs or Big Four partners confidently and recover gracefully when meetings go sideways.
• Attention to detail
  :
  Identify missing signatures, stale follow-ups, and prevent cracks.

A bachelor's degree is helpful but not required. Prior experience in customer success, accounting, or SaaS is welcome, but not required.

• Every active deal in procurement has a status, next step, and date.
• Every onboarding for a new customer is scheduled within 24 hours of signature.
• Two published customer case studies.
• At least three documented improvements to the customer success playbook, shipped to the team.

Competitive base, performance bonus tied to customer expansion, and meaningful equity in a fast-growing AI company. This role is based in our Chattanooga, TN or Atlanta, GA office.

Reports to:

Head of Customer Success.

Send three items to  with subject line “Customer Success Associate: [Your Name]”:

• A short note, written by you and not an AI, about a time you figured something out with not enough information and what you would do differently.
• Your single best Claude or ChatGPT prompt, with a sentence explaining what it was for and why it worked.
• A 60-second video answering: “Why is this the right next role for you?” Send a Loom link or any platform that allows viewing.

UpDraft is an equal opportunity employer.