Customer Success Associate

Employer Industry: Life Insurance Technology

• Competitive salary and equity based on role
• Flexible work-from-home policy and options for remote work
• 100% paid-premium option for medical, dental, and vision insurance
• Lifestyle stipend to support physical, emotional, and financial well-being
• Opportunity for career advancement and growth within organization
• Employee-led diversity, equity, and inclusion initiatives

• Support ongoing partner operations, managing service level objectives (SLOs), reporting, and recurring deliverables
• Coordinate and track due diligence requests, compliance documentation, and audit activities for partners
• Assist with scheduling and managing meetings, workshops, and onsite visits
• Help maintain partner project plans and track progress against milestones and deliverables
• Prepare and distribute partner updates and internal summaries for cross-functional alignment

• 1–2 years of experience in customer success, account management, operations, or project coordination, ideally within a SaaS or technology company
• Bachelor's degree in business administration, marketing, sales, or related field, or equivalent experience
• Strong executive communication skills and attention to detail
• Strong research and analytical skills with the ability to work with data
• Passionate about client service and solving complex problems

• Experience with the creation and delivery of polished, client-facing presentations
• Comfortable working cross-functionally with teams like Product, Engineering, and Sales
• Curious and eager to learn how technology, partnerships, and business strategy create impact