Customer Success Associate

A company is looking for a Customer Success Associate to support venture capital firms in utilizing their tools effectively.

Key Responsibilities

Manage relationships with investor customers from onboarding through renewal

Conduct onboarding calls and ongoing strategy sessions with customer teams

Create scalable resources tailored to investor and fund use cases

Required Qualifications

2+ years of experience in Customer Success, Account Management, or related roles

Experience with investment firms, finance teams, or investor-focused products

Highly organized with the ability to manage multiple accounts simultaneously

Empathy for customers and a problem-solving mindset

Familiarity with portfolio company reporting is a plus