Customer Success Associate
Listed on 2026-07-20
-
Sales
Customer Success Mgr./ CSM, Client Relationship Manager, Account Manager
Benefits
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Employee discounts
- Free food & snacks
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
Location & Schedule
:
Irvine, CA (In-Office)
• Full-Time • $39,520 per year + monthly commissions
Build Relationships. Drive Growth. At Working Capital Marketplace (WCMP), funding is just the beginning. We’re looking for a Customer Success Associate to build lasting relationships with business owners, help them achieve their goals, and identify future financing opportunities.
This role is perfect for someone who enjoys connecting with people, staying organized, and creating value through proactive communication.
What You'll Do Relationship Management- Manage a portfolio of business owners after funding.
- Conduct Monthly Business Reviews to understand client needs and future goals.
- Build trust and become your clients' first call for financing needs.
- Maintain accurate CRM records and client notes.
- Collect updated business statements and documentation.
- Monitor account activity and coordinate follow-ups.
- Identify renewal, refinance, and growth opportunities.
- Generate referrals through exceptional client service.
- Partner with internal teams to deliver the best financing solutions.
Required
- Strong communication and relationship-building skills.
- Highly organized with great attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Positive attitude and team-first mindset.
Preferred
- Customer Success, Account Management, Sales, Banking, or Financial Services experience.
- Salesforce or CRM experience.
- Lending industry experience is a plus but not required.
- Monday–Friday schedule
- Paid training
- Growth opportunities
- Collaborative, high-energy culture
- Make a direct impact helping small businesses succeed
Success is measured by the relationships you build. By staying connected to your clients, maintaining visibility into their businesses, and identifying opportunities before they arise, you'll help drive renewals, referrals, and long-term success.
Ready to Make an Impact?If you're passionate about building relationships and helping small businesses grow, we'd love to hear from you.
Apply today and become the trusted advisor our clients count on.
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