Job Description

Our Client is a community that connects the investment management industry year-round. Their software platform seamlessly connects managers and allocators for virtual meetings, giving managers the ability to subscribe and share information with allocators who can efficiently select and meet managers all on one platform. Purpose and philanthropy are embedded in the way our Client works, with charitable initiatives and fundraising as a central pillar of the ecosystem. 

The scalable technology powering our clients' platform can be used for bespoke events by managers, allocators, and service providers. In an environment where physical events and meetings are no longer the norm, we've reimagined how the investment industry connects.

Key Responsibilities:

As a Client Success Associate, Scale, you’ll drive onboarding, activation, and retention across a large portfolio of growth-stage clients. 

This role integrates client success and support responsibilities — combining process discipline, automation, and live client engagement to ensure a seamless experience.

As a CSA you will: 

• Lead efficient onboarding and activation for new clients..
• Manage support inquiries via chat and ticketing systems (Intercom, HubSpot).
• Resolve issues quickly while maintaining a high standard of customer experience.
• Use automation tools to deliver lifecycle communications and track engagement.
• Monitor account health, identify risks, and take proactive action before renewal.
• Collaborate with Product and Enablement to improve client education and self-service resources.

Requirements:

• 2–4 years of experience in SaaS client success, onboarding, or customer support.
• Proficiency in HubSpot and Intercom; strong Excel and reporting skills.
• Exceptional communication, problem-solving, and multitasking abilities.
• Comfort managing a high-volume client portfolio with structured prioritization.

* This position is hybrid