Customer Success Assistant

Located in Brooklyn, NY

Are you passionate about helping customers succeed while driving growth and expanding revenue? We’re looking for a Customer Success Assistant who thrives at the intersection of relationship management and sales. In this role, you’ll be the primary point of contact for a portfolio of clients, helping them unlock the full value of our product while identifying new opportunities for upsell, renewal, and long-term retention.

This is more than support—it’s about driving client outcomes and growing revenue through strategic conversations, strong rapport, and a deep understanding of customer goals.

• Own and manage a book of business, serving as the trusted advisor and point of contact for each client
• Proactively engage with customers to ensure satisfaction, product adoption, and ongoing return on investment
• Identify expansion opportunities such as upsells, add-ons, or feature upgrades, and collaborate with the sales team to close
• Lead renewal conversations with a focus on long-term value and retention
• Track customer health, usage metrics, and satisfaction scores to flag risks and intervene early
• Deliver onboarding, product training, and strategic check-ins to drive client success
• Collaborate cross-functionally with Product, Support, and Marketing to surface feedback and advocate for client needs
• Maintain accurate notes and pipeline activity in the CRM such as Salesforce or Hub Spot

• Early career talent wanted: 0-3 years experience in a customer centric role
• Strong relationship-building and communication skills, comfortable speaking with decision-makers
• A consultative, value-driven mindset with an ability to spot growth opportunities
• Driven, goal-oriented, and energized by KPIs tied to retention and revenue
• Familiarity with CRM tools and customer success platforms such as Salesforce, Gainsight, or Hub Spot
• Experience in SaaS, tech, or a subscription-based model is a plus

• Competitive base salary plus commission or performance bonuses
• Opportunities for advancement into senior customer success or account executive roles
• Comprehensive onboarding, training, and career development support
• Collaborative, fast-paced team culture with plenty of recognition
• Health benefits, paid time off, and flexibility including remote or hybrid work options

Skills:

cross-functional collaboration,renewal,customer engagement,communication skills,communication,salesforce,customer success platforms,customer success,hubspot,relationship management,saas experience,consultative approach,crm,training,onboarding,sales,sales collaboration,product adoption,renewal conversations,goal-oriented,customer health tracking,upsell,saas,renewal management,client retention,crm tools,revenue,customer,strategic conversations,customer satisfaction,kpi management,consultative mindset,upselling,product training