Customer Success Associate

• Act as the liaison between the Customer Success, Sales, Finance, Legal, and Security teams to ensure that all client-related processes are running smoothly.
• Perform various system administration functions within the Kharon application, including user setup and changes, help center updates, and usage monitoring.
• Support the onboarding of Kharon as a vendor for its clients, including gathering critical information such as banking details, W-9s, legal names, billing addresses, and any other documentation required for setup.
• Collaborate closely with the Sales team to gather all required handoff information, ensuring a seamless transition to the post-sale customer journey.
• Partner with the Security team to assist in handling periodic client risk assessments and ensure compliance with internal and external standards.
• Support the Customer Success team as needed on customer deliverables and special projects.
• Provide information on usage metrics at client and/or internal request.
• Assist with Requests for Proposal (RFP).

• Bachelors degree in Business, Communications, or a related field preferred.
• 2+ years of professional experience, preferably in client services, customer success, or sales support roles.
• Strong organizational skills and attention to detail, with the ability to manage multiple clients and deadlines simultaneously.
• Excellent verbal and written communication skills, with the ability to build relationships with clients and internal stakeholders.
• Experience working with sales teams and handling sensitive client information (e.g., banking details, legal documents) is preferred.
• Ability to work cross-functionally in a collaborative environment.
• Familiarity with risk assessments and compliance standards is a plus.
• Experience with Google Suite, Microsoft Office, CRM software, or other related tools is a plus.
• Experience with Sales-forward AI agents or platforms is a must.

Demonstrates strong organizational skills and attention to detail while managing multiple clients and deadlines. Proficient in collaborating cross-functionally and handling sensitive client information in compliance with internal and external standards.

• Client Services Experience
• Sales Support Experience
• Risk Assessment Familiarity
• Google Suite Proficiency
• Microsoft Office Proficiency

• System Administration
• User Setup
• Usage Monitoring
• Onboarding Support
• Documentation Management

• Strong Organizational Skills
• Excellent Communication Skills
• Relationship Building
• Attention to Detail
• Collaborative Work Style

• Client Risk Assessments
• Compliance Standards
• Requests for Proposal

• CRM Software
• Sales-Forward AI Platforms