Associate Customer Success Manager Audit

Associate Customer Success Manager, Growth - Audit

As an Associate Customer Success Manager, you will manage a post‑sale portfolio of smaller or lower‑spend customers, ensuring they achieve measurable value and remain engaged throughout their lifecycle. You’ll drive product adoption, monitor customer health, and proactively identify risks and opportunities. This role is ideal for someone who thrives in a fast‑paced environment, enjoys building relationships, and is eager to grow within Customer Success.

In the role of Associate Customer Success Manager, you will:

• Own post‑sale relationships for a portfolio of smaller accounts.
• Drive product adoption, usage, and satisfaction through proactive engagement.
• Monitor customer health and usage trends to identify risks and opportunities.
• Conduct regular check‑ins and success reviews to ensure value realization.
• Collaborate with internal teams to resolve issues and support renewals.
• Maintain CRM and Customer Success tools for visibility and accountability.
• Contribute to scalable processes and content that enhance the CS function.

• Qualified Lead Generation:
  High‑quality leads passed to Sales from customer engagements.
• Utilization:
  Rate of product usage and adoption within assigned accounts.

The best Customer Success Managers in this role are relationship‑focused, detail‑oriented, and passionate about helping customers succeed. You thrive on managing multiple priorities and enjoy creating positive experiences for every customer interaction.

• Relationship Builder:
  You connect easily with customers and foster trust through clear communication.
• Customer Advocate:
  You prioritize customer goals and work tirelessly to deliver value.
• Organized & Efficient:
  You manage a high‑volume book of business without sacrificing quality.
• Curious & Growth‑Oriented:
  You seek opportunities to learn, improve processes, and expand your skills.
• Collaborative Partner:
  You work seamlessly with internal teams to resolve issues and create a unified customer experience.
• Data‑Informed:
  You use insights to guide engagement strategies and prioritize actions effectively.

• Bachelor’s degree in Business, Marketing, Communication, or related field (or equivalent experience).
• 1–3 years in Customer Success, Account Management, or a similar role within a SaaS company.
• 1–3 years of Accounting or Public Accounting (Audit/Assurance) experience is highly preferred.
• Proficiency in CRM and Customer Success platforms; eagerness to learn and grow.

• Flexibility & Work‑Life Balance:
  Flex My Way policies support personal and professional responsibilities.
• Career Development and Growth:
  Continuous learning programs and skills‑first approach to empower you to grow, lead, and thrive in an AI‑enabled future.
• Industry Competitive Benefits:
  Paid leave, two company‑wide Mental Health Days, Headspace app access, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
• Culture:
  Commitment to inclusion, belonging, flexibility, work‑life balance, and core values including Obsess over Customers, Compete to Win, Challenge Your Thinking, Act Fast / Learn Fast, and Stronger Together.
• Social Impact:
  Two paid volunteer days off annually and opportunities to engage in pro‑bono consulting projects and ESG initiatives.
• Real‑World Impact:
  Support customers in pursuing justice, truth, and transparency through trusted, unbiased information.

We are an Equal Employment Opportunity Employer. We welcome applications from all qualified candidates regardless of race, color, gender, nationality, sexual orientation, disability, or other protected status. We provide reasonable accommodations for applicants with disabilities.

To request accommodations, if you reside in the United States, please contact our Human Resources Department  Disability accommodations may include sign language interpreters, accessible interview rooms, or assistive technology. This email is not intended for general recruitment questions.