Client Success Associate

Clearspeed is a company committed to redefining risk assessment through AI-enabled technology. The Client Success Associate will support client account management, ensuring clients derive value from Clearspeed products by gathering feedback, addressing needs, and collaborating with internal teams to enhance the client experience.

Responsibilities

• Support the development of strong client relationships by learning each client’s needs and helping deliver a positive client experience
• Assist senior team members in understanding client goals and challenges, contributing to solutions that encourage product adoption and usage
• Participate in client calls, take notes, and help coordinate follow-ups; support product training sessions and onboarding activities
• Help gather and organize data for Quarterly Business Reviews (QBRs) and other client reports
• Contribute to the creation and maintenance of Client Success Plans by tracking progress and updating relevant information
• Use client management tools (CRM systems) to log activities, update client records, and track tasks and communications
• Collaborate with internal teams (e.g., product, support) to relay client feedback and help address client requests
• Track client issues, feature requests, and bugs, ensuring they are documented and shared with the appropriate teams
• Monitor client engagement and flag potential risks or concerns to senior team members
• Identify opportunities to improve the client experience and support retention efforts
• Perform additional related duties and administrative tasks as needed

Skills

• Bachelor's degree in a related field or relevant coursework or internships typical
• Strong technical, project management, organizational and problem-solving skills
• Strong Microsoft Office skills including PowerPoint, Word and Excel
• Excellent verbal, written communication and presentation skills
• Ability to prioritize workload to meet critical objectives and timelines, and work in a multitasking environment
• Exceptional team player, but also comfortable working independently
• Professional experience in administrative, or support roles with a strong focus on client communication is preferred

Benefits

• Full-time with benefits
• Hybrid
• Competitive compensation: salary + performance-based bonuses
• Stock options
• Unlimited paid time off
• Health and wellness coverage

Company Overview