client success associate

Crystal Wambeke, LLC

About Us: We are a bookkeeping firm in Southern Pines, NC and we are looking for a Client Success Associate who can keep our operations running smoothly behind the scenes and help us maintain and strengthen client relationships. This position is a Part-Time, hybrid remote position, with 10-20 hours per week expected.Please read the full job description and apply as requested at the bottom by sending your resume directly.Position Summary: This role supports both the internal team and our clients. The Client Success Associate role will own lead outreach and qualification, marketing support, sales, lead follow‑up, partnership outreach and nurture, client onboarding, day‑to‑day client care, invoicing, and email inbox management. This is an ideal position for someone who enjoys keeping the systems running, enjoys talking with people, has strong sales and marketing skills, and communicates well.Key Responsibilities day-to-day:Client Success &amp; Client Support<ul><li>Manage general company inboxes and route messages to the right team members.</li><li>Assist with onboarding new clients&mdash;collecting documentation, setting up files, and coordinating with the bookkeeping team.</li><li>Maintain digital filing systems, client records, and internal trackers.</li><li>Monitor internal deadlines, follow up with staff or clients as needed, and help projects stay on schedule.</li><li>Be a source of support for the team and our clients .</li></ul>Sales &amp; Marketing Support<ul><li>Help manage the firm&rsquo;s sales pipeline: schedule discovery calls, send follow-ups, and track leads.</li><li>Draft and send outreach emails or marketing updates to clients and prospects.</li><li>Assist with social media, newsletters, or content coordination.</li><li>Support preparation of proposals, service quotes, and engagement letters.</li></ul>Partner &amp; Client Relationship Management<ul><li>Serve as a first point of contact for client questions and updates.</li><li>Track client satisfaction and proactively check in to ensure ongoing needs are met.</li><li>Coordinate quarterly client updates or service reviews.</li><li>Follow up with clients for missing information, signatures, or feedback.</li><li>Help identify opportunities for expanded services or improved client experience.</li></ul>Qualifications:<ul><li>Prior experience in office administration, client service, or marketing coordination (experience in a bookkeeping or financial services environment preferred).</li><li>Strong organizational skills, with the ability to manage multiple priorities and deadlines.</li><li>Excellent communication and follow-up skills.</li><li>Experience using technology tools (Google Workspace, CRM systems, QuickBooks, ClickUp/Asana, or similar).</li><li>Professional, reliable, and proactive&mdash;able to anticipate needs and take ownership of tasks.</li><li>Ability to handle sensitive information with discretion and professionalism.</li><li>Self-motivated, resourceful, and able to prioritize tasks.</li><li>Must be able to lift 25 pounds.</li><li>Must be able to sit, stand, and walk for extended periods of time as well as navigate stairs.</li><li>Will occasionally need outside errands performed, therefore a dependable and insured vehicle, a clean driving history, and a valid driver's license are required.</li><li>This position will be mostly in-office, with occasional work shifts remote. Must have adequate space and privacy available during work hours for meetings and productivity requirements.</li></ul>What We Offer:<ul><li>Flexible schedule (some remote flexibility if applicable).</li><li>Opportunities for professional growth and training in bookkeeping and business operations.</li><li>Supportive, collaborative team environment.</li><li>Pay based on experience.</li><li>Paid sick time</li></ul>Email resume directly to Crystal. Her email is crystal{at}wambekeassociates.com. To ensure you are not a robot and that you've read the job description, please include your favorite type of candy in your email. Bonus points if you use the email to include why you are the perfect fit for this job. No phone calls please.Job Type: Part-timePay: $20.00 - $23.00 per hourWork Location: Hybrid remote in Southern Pines, NC 28387

Client Success Associate

Pendleton Street Advisors

PENDLETON STREET BUSINESS ADVISORSClient Success AssociateFull-Time &middot; Hybrid &middot; Columbia, SCWe fix business finance headaches. That's the short version of what we do at Pendleton Street. The longer version involves helping business owners make smarter decisions at every make-or-break milestone &mdash; valuations, forecasts, exits, succession, and everything in between.We're a small, focused team. And right now, we need someone who can be the nerve center that holds it all together.THE ROLEThis is not your typical admin job. It's also not a sales role &mdash; you won't be schmoozing clients or pitching anything. What you will be is the person who makes everything run.Think of it as equal parts project manager and operational backbone. One day you're preparing meeting materials and coordinating client onboarding. The next you're tracking account transfers, troubleshooting a custodian issue, and keeping an advisor's calendar from falling apart. The common thread: you're the one who catches what others miss and makes sure nothing slips through the cracks.The right person for this role loves being in the middle of the action &mdash; not in the spotlight, but in the engine room. High trust. High skill. High drive. You take pride in being the person others count on when things need to be done right, and fast, with minimal hand-holding.We'd also love for this role to be a launching pad. If you're interested in growing toward a Paraplanner designation or other financial planning certifications, we want to support that path.WHAT YOU'LL ACTUALLY DOClient Service &amp; Communication<ul><li>Be the first point of contact for client inquiries &mdash; phone, email, in-person. You represent the firm every time you pick up. This isn&rsquo;t menial work, you&rsquo;re the front door to the firm.</li><li>Own the new client onboarding experience: paperwork, documentation, coordination. Make it seamless and enjoyable for our newest clients.</li><li>Keep the filing system (digital and physical) organized and accurate. If it's a mess, fix it. And let the team know.</li></ul>Operations &amp; Account Management<ul><li>Process investment account openings, money movements, distributions, beneficiary updates &mdash; the works. Training provided.</li><li>Run daily transaction checks on incoming and outgoing funds.</li><li>Track pending work product or follow up items and follow through until they're done.</li><li>Work with custodians (like Schwab) to resolve issues without drama.</li></ul>Advisor Support<ul><li>Prep meeting materials, reports, and client review docs &mdash; before advisors ask.</li><li>Own follow-up after meetings. Things get assigned; you make sure they actually happen.</li><li>Manage advisor calendars and scheduling. Anticipate conflicts before they become a problem.</li><li>Coordinate travel when needed &mdash; flights, hotels, logistics.</li><li>Support the CASE, AUM, and Bookkeeping teams as needed.</li><li>Help with client portal onboarding and proprietary software setup.</li></ul>Compliance &amp; Documentation<ul><li>Keep records accurate and up to date &mdash; this is a regulated industry and details matter.</li><li>Support annual compliance activities: client outreach, data review, recordkeeping.</li><li>Follow firm and regulatory procedures without being told twice.</li></ul>Tech &amp; AI Tools<ul><li>Use AI tools where they help you move faster and produce better work. We're a smarter-numbers firm &mdash; we expect that mindset from our team.</li><li>Client confidentiality is non-negotiable. Know where data can and can't go.</li></ul>WHO YOU AREYou're the kind of person who closes the loop without being asked. You can hold ten things in your head at once and not drop any of them. You're comfortable in a fast-moving environment where the priorities shift but the standards don't.You're also someone who genuinely cares &mdash; about doing the work right, about the clients behind every account number, and about the team that's counting on you.WHAT WE'RE LOOKING FORRequired<ul><li>Bachelor's degree or equivalent real-world experience</li><li>2-3 years in financial services, wealth management, office management, or a related field</li><li>Strong written and verbal communication &mdash; you can write a professional email and hold a client conversation with equal confidence</li><li>Sharp attention to detail and the organizational chops to back it up</li><li>Proficiency with Microsoft Office, including PowerPoint and Teams</li><li>Proficient in Slack</li><li>Proficient in Zoom</li><li>Proficient in AI tools such as Claude and ChatGPT. We&rsquo;ll ask to see proof of this.</li><li>Able to manage multiple priorities independently without needing someone to set your agenda</li><li>Valid driver's license and reliable personal transportation</li><li>Able to lift 30 lbs unassisted and navigate multiple flights of stairs</li></ul>Preferred<ul><li>Experience with custodians like Schwab or similar platforms</li><li>Familiarity with financial planning concepts or investment products</li><li>Genuine interest in growing within a financial advisory firm</li></ul>COMPENSATION &amp; BENEFITS<ul><li>Competitive salary based on experience</li><li>Health, dental, and vision coverage</li><li>401(k) with company match</li><li>Paid time off and holidays</li><li>Ability to work Hybrid, though some time spent in the office on a regular basis is required.</li></ul>HOW TO APPLYSend your resume and a brief cover letter to slawner@pstadvisors.com with the subject line:&quot;Client Success Associate Application &ndash; [Your Name]&quot;Skip the form letter. Tell us who you are, why this role fits, and what you bring to a team that runs lean and moves fast.pendletonstreetadvisors.com &middot; 1100 Shirley St., Second Floor, Columbia, SC 29205 &middot; 803.799.1301Pay: $40,000.00 - $52,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) 3% Match</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Internet reimbursement</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Retirement plan</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: Hybrid remote in Columbia, SC 29205

IGET Solutions PVT Ltd

IGET SOLUTIONS PVT LTDlooking for a dedicated and customer-focused Customer Service Representative to join our team. The ideal candidate will be responsible for managing customer interactions, resolving queries.Key Responsibilities:<ul><li>Handle customer calls in a professional and courteous manner.</li><li>Respond to customer inquiries via phone, email, or live chat promptly and effectively.</li><li>Provide accurate information about company services, processes, and policies.</li><li>Resolve customer complaints and issues while maintaining a positive customer experience.</li><li>Maintain detailed and accurate records of customer interactions in the system.</li><li>Follow up with customers to ensure their concerns are resolved.</li><li>Maintain a professional tone and deliver high-quality customer support at all times.</li></ul>Requirements:<ul><li>Excellent verbal and written communication skills.</li><li>Strong problem-solving and active listening abilities.</li><li>Ability to handle customers calmly and professionally under pressure.</li></ul>Timings: 5:00 PM Till 2:00AM LOCATION: Bahria town-Lahore. NIGHT SHIFT.Job Type: Full-timePay: Up to Rs80,000.00 per monthWork Location: In person

Tkxel

<div>
 Account Manager (Junior) &mdash; IT Services | Lahore
 
 Tkxel is a 17-year-old software engineering company with 1,100+ engineers serving US and European mid-market clients across mortgage tech, fintech, healthcare, real estate tech, and SaaS. We've made the Inc. 5000 two years running.
 
 
 You'll work directly under our senior AM and Director of Sales, learning the craft of growing IT services accounts on real client engagements from day one.
 
 
 What you'll own
 
 A supporting role across a portfolio of active US and EU accounts, with primary ownership of a smaller subset of low-complexity accounts as you ramp
 
 Quarterly Business Review preparation: pulling delivery data, drafting the narrative, building the deck, coordinating the agenda with engineering leads
 
 Internal coordination between the client, our delivery teams, and finance &mdash; Jira tickets, Salesforce hygiene, SOW change tracking, invoice queries
 
 First-line client communication on operational matters: status updates, scheduling, documentation, follow-ups
 
 Spotting expansion signals in client conversations and feeding them to the senior AM with context
 
 Account health monitoring &mdash; flagging when a client goes quiet, when a delivery issue is brewing, when a contract is approaching renewal
 
 
 You will not be expected to close expansion deals alone in year one. You will be expected to identify them, write them up clearly, and learn how they get closed by shadowing every step.
 
 
 Reporting structure
 
 Day-to-day: Senior Account Manager / Director of Sales
 
 Functional: VP of Sales (commercial) / VP Professional Services (technical)
 
 
 What we're looking for
 
 1&ndash;3 years in a client-facing role: project coordination, junior PM, customer success associate, BDR/SDR, or post-sale support at a services or tech company
 
 Strong writing &mdash; clear, structured, no fluff. We work in writing.
 
 Detail orientation that survives Friday afternoon at 6pm: Jira tickets stay updated, follow-ups don't fall through, SOW dates are in the calendar
 
 Comfort sitting in technical conversations between client engineering leads and our delivery team &mdash; you don't need to lead, but you can't be lost
 
 Natural curiosity about how IT services businesses make money &mdash; billing models, margins, utilization, contract structures
 
 Based in Lahore
 
 
 What this role is not
 
 A CSM role tied to a product
 
 A pure coordination/admin role with no commercial dimension
 
 
 Compensation
 
 Competitive base for the Lahore IT services AM market at the 1&ndash;3 year experience band + variable
 
 Annual review with a clear path to senior AM as you build the track record
 
 
 
</div>

Junior Account Manager

Energy Services Group

<div><div><div>ESG is a SaaS provider serving competitive retail energy suppliers. As an Account Management Associate, you will support a portfolio of retail energy clients by assisting with renewals, client engagement, account operations, and day-to-day coordination across internal teams.
This role is ideal for someone early in their retail energy or SaaS customer facing career who is detail oriented, eager to learn market fundamentals, and committed to delivering excellent client experience.<h3 class="jobSectionHeader">
Position Responsibilities
</h3>Client Support &amp; Relationship Management<ul><li>
Support Account Managers in maintaining overall account health and client satisfaction.</li><li>
Assist in preparing materials for QBRs, roadmap discussions, and executive level communications.</li><li>
Build foundational client relationships by serving as a reliable operational point of contact.</li><li>
Monitor account engagement metrics and surface potential risks or issues to senior team members.</li></ul> 
Renewals, Upsell &amp; Account Operations<ul><li>
Help prepare renewal documentation, forecasts, and trackers to support GRR/NRR targets.</li><li>
Assist in identifying potential upselling and cross-sale opportunities by reviewing usage trends and client needs.</li><li>
Support CRM hygiene, including logging activities, updating notes, and maintaining clean, accurate data.</li><li>
Participate in the creation of sales quotations and assist with RFIs/RFPs.</li><li>
Cross Functional Coordination</li><li>
Coordinate with Support, Service Delivery, PMO, Product, and Engineering to help resolve client issues.</li><li>
Track open items, follow up on timelines, and ensure stakeholders are aligned.</li><li>
Gather and document basic VOC feedback to support product enhancements and internal knowledge sharing.</li></ul> 
Energy Market &amp; Product Knowledge Development<ul><li>
Learn core ESG product functionality and retail energy workflows.</li><li>
Develop working knowledge of competitive retail energy supplier operations, major ISOs, and C&amp;I customer considerations.</li><li>
Support internal research related to client trends, market changes, or regulatory updates.</li><li>
Onsite Engagement</li><li>
Participate in periodic onsite client visits with Account Managers to reinforce relationship building and observe renewal or roadmap discussions.</li></ul></div></div>
<div><h2 class="jobSectionHeader">Requirements</h2><div><ul><li>
Bachelor&rsquo;s degree OR equivalent experience.</li><li>
1&ndash;2+ years of experience in customer‑facing roles, preferably in SaaS, technology, or energy.</li><li>
Interest in U.S. retail energy markets and willingness to build industry expertise.</li><li>
Strong written and verbal communication skills.</li><li>
Ability to manage multiple tasks, stay organized, and meet deadlines.</li><li>
Comfortable learning CRM tools (HubSpot, Salesforce, etc.) and working with data in Excel or dashboards.</li><li>
Demonstrated curiosity, coachability, and a desire to grow into full account ownership.</li></ul><h3 class="jobSectionHeader">
Success Metrics
</h3><ul><li>Accuracy and timeliness of CRM updates and account documentation.</li><li>
Quality and reliability of client communication and follow‑through.</li><li>
Contribution to renewal preparation and deal support activities.</li><li>
Positive feedback from Account Managers and cross‑functional partners.</li><li>
Demonstrated growth in energy market and product knowledge.</li></ul></div></div></div>

Associate Account Manager - U.S. Retail

Wonder

<div>About Grubhub
At Grubhub, we champion restaurants from coast to coast. Restaurants sit at the heart of communities. It&rsquo;s our mission to strengthen their roots, deepen their connections, and increase the positive impact they have on people and society.
Grubhub, part of Wonder, delivers the best local, authentic cuisine right to diners&rsquo; doors&mdash;and new customers and billions in revenue to local businesses. Featuring over 375,000 merchants in over 4,000 cities nationwide, our innovative technology, user-friendly platforms, and streamlined delivery capabilities have made us an industry leader in the world of online food ordering.
Since we opened our doors in 2004, Grubhub has been opening doors all across the country. Bakery doors in Hyde Park, jibarito joint doors in Queens, and doors of opportunity all across the country. Join our team and help us open more.
About the Opportunity
Are you a highly motivated and enthusiastic recent college graduate or early-career professional looking to launch a career in Client Success and sales? This is a fantastic opportunity to join the Grubhub team in a role where you'll contribute directly to our growth.
We're looking for a sharp, ambitious go-getter who is eager to learn, build relationships, and thrive in a fast-paced, dynamic startup environment. You'll support and help manage a portfolio of our corporate clients, ranging from all industries, who rely on Grubhub for their employee meal programs and benefits. You will play a central supporting role in managing relationships and helping to expand programs as companies redefine their office and remote meal strategies.
The Impact You Will Make<ul><li>
Support revenue growth and client retention with strategic upsell and cross-sell opportunities within a dedicated account portfolio. Part of the role will also focus on identifying and qualifying expansion opportunities to drive pipeline growth, acting as a lead generation engine for the Client Success Growth team.</li><li>
Direct Client Engagement: Devote 25% of the work week to live stakeholder interactions. Responsibilities include managing inbound requests, facilitating scheduled growth meetings, and conducting in-person visits to maintain a robust partnership and opportunity pipeline.</li><li>
Act as a client support specialist, ensuring clients have a seamless and positive experience, quickly escalating and assisting in the resolution of any concerns.</li><li>
Become a product expert to answer client questions and provide guidance on how to best use the Grubhub platform to meet their needs.</li><li>
Assist in client program optimization, leveraging data and internal resources to identify and present opportunities for clients to maximize the value of their Grubhub partnership.</li><li>
Collaborate effectively with internal teams (Sales, Product, and Support) to ensure a smooth client journey from initial setup through continued service.</li></ul>
What You Bring to the Table<ul><li>
1 year of professional experience in a customer-facing role (e.g., sales, account management) OR a recent Bachelor&rsquo;s degree from an accredited university.</li><li>
Demonstrated drive, enthusiasm, and a strong desire to start a career in B2B Client Success or sales.</li><li>
Exceptional verbal and written communication and interpersonal skills.</li><li>
A proven ability to manage multiple tasks and priorities in a quick-moving environment.</li><li>
Strong problem-solving skills and a proactive, &quot;can-do&quot; attitude.</li><li>
Aptitude for learning and leveraging data to inform decisions.</li><li>
Experience with CRM systems (e.g., Salesforce) or a demonstrated ability to quickly learn new software tools.</li><li>
Ability to travel for in-person client meetings as required</li></ul>
As a matter of company policy, Wonder does not sponsor applicants for employment visa status for this role.
Our hybrid model requires 3 days a week in the office. That said, many team members choose to come in more often to take advantage of in-person collaboration and connection. You're welcome&mdash;and encouraged&mdash;to be in the office up to 5 days a week if it works for you.
#LI-Hybrid
Chicago: Base $54,400 - $68,000 TTC $64,000 - $80,000
Wonder uses geographic-specific salary structures, which means the salary offered may vary depending on where the job is located. The final salary offer will take into account various factors, such as the candidate's skills, education, training, credentials, and experience.
Benefits
We offer a competitive salary package including equity and 401K. Additionally, we provide multiple medical, dental, and vision plans to meet all of our employees' needs as well as many benefits and perks that are not listed.
A Final Note
At Wonder, we build the best teams by hiring with an objective lens &mdash; evaluating people for their potential while championing diversity, equity, and inclusion. We do not discriminate based on race, color, religion, gender identity or expression, sexual orientation, national origin, age, military service eligibility, veteran status, marital status, disability, or any other protected class. As part of our commitment to fair and compliant hiring practices, Wonder participates in the federal government's E-Verify program to confirm employment eligibility. If you need an accommodation during the interview process, please let your recruiter know.
We look forward to hearing from you! We'll contact you via email or text to schedule interviews and share information about your candidacy.</div>

Associate Client Success Manager

HR Ways

﻿About the Client Company:﻿﻿Fastest-growing construction consultancy having 500+ employees ﻿ ﻿Job Responsibilities:<ul><li>Support the Client Success team in managing day-to-day communication with clients..</li><li>Understand client requirements and assist in ensuring timely delivery of solutions.</li><li>Coordinate with internal teams (Engineering, Support, and Operations) to address client needs and concerns.</li><li>Assist in tracking and reporting client satisfaction, retention, and engagement metrics.</li><li>Participate in client onboarding and training sessions to ensure a smooth experience.</li><li>Maintain client information in CRM systems and support documentation of feedback and service improvements.</li><li>Learn and apply best practices for client relationship management and service excellence.</li></ul>Requirements:<ul><li>Bachelor's degree in Business, Marketing, Communications, or a related field.</li><li>Candidates with 1 to 2 years of experience in a client-facing or support role are encouraged to apply.</li><li>Strong communication skills (verbal and written) in English.</li><li>Willingness to work in US Shift (6 PM to 3 AM) or AUS Shift (3am to 12pm) to support international clients.</li><li>Basic understanding or familiarity with CRM systems (e.g., Salesforce, HubSpot) will be an advantage.</li><li>Positive attitude, eagerness to learn, and passion for delivering exceptional client experiences.</li><li>Female candidates are encouraged to apply.</li></ul>Compensation &amp; Benefits:<ul><li>Transport Facility for female employees</li><li>Competitive Salary Package</li><li>Structured Growth Plan</li><li>Supportive and collaborative work environment</li><li>Exposure to international projects and best practices</li></ul>Other Details:Work Location: Islamabad/Rawalpindi ﻿Work Mode: Onsite ﻿Work Shift: ﻿US Shift (6 PM to 3 AM) or AUS Shift (3am to 12pm) ﻿Working Days: Mon-Fri ﻿Experience: 1-2 Years﻿Job Type: Full-timeWork Location: In person

Customer Support - Female

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Client Success Associate

Client Success Associate

Client Success Associate

Junior Account Manager

Associate Account Manager - U.S. Retail

Associate Client Success Manager

Customer Support - Female