Customer Success Associate

Position : Customer Success Associate

Reports to : Manager, Buyside

Location : Remote

Working Hours : 8 AM – 5 PM EST, Monday to Friday

Contract Type : Independent Contractor

Salary : $2,000 / month

About the Role

This is an exciting opportunity to join a fast-growing technology platform revolutionizing the financial services M&A market through a free-to-use model that generates success fees only upon deal closure. The platform serves both sell-side and buy-side professionals, facilitating high-impact transactions in the lower middle market.

As a Customer Success Associate on the Go-To-Market (GTM) team, you’ll support buy-side members by proactively engaging with clients, managing key operational processes, and ensuring platform usage is optimized. You’ll be instrumental in maintaining client satisfaction, trust, and retention, while driving usage and value realization.

Key Responsibilities

Understand the investment strategies and goals of buy-side members to ensure effective onboarding and usage.

Execute proactive outreach via phone and email to drive platform engagement and usage (20+ connected calls weekly).

Manage account processing, contract verification, and other Salesforce administrative tasks with accuracy.

Respond to help requests, close support tickets, and manage member communication workflows.

Track and improve customer engagement and retention using CRM tools and email campaigns.

Report product and service feedback to internal stakeholders to drive improvements.

Collaborate cross-functionally by attending regular internal meetings and contributing to team initiatives.

Apply consultative sales techniques to support members and identify additional value opportunities.

Qualifications

2–6 years of professional experience.

Minimum 2 years in a quota-carrying role (sales, account management, or customer success) in a B2B environment.

Demonstrated excellence in customer relationship-building and results-driven work.

Strong written and verbal communication skills in English.

Organized, highly responsive, and tech-savvy with strong attention to detail.

Experience with Salesforce or similar CRM platforms.

Comfortable managing both administrative and client-facing responsibilities.

Previous experience or exposure to investment banking, private equity, or financial services is a strong plus.

Preferred Attributes

Familiarity with SaaS or subscription-based business models.

Experience managing customer success metrics and KPIs.

Strong multitasking and organizational skills.

A history of excelling in both team environments and autonomous work settings.