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SPRX · 16 hours ago

Client Success Associate

New York, NY, US

Full-time

Hybrid

Mid Level

$100K/yr - $120K/yr

3+ years exp

SPRX is a company focused on helping businesses unlock valuable tax benefits using innovative consulting and advanced AI technology. They are seeking a Client Success Associate to lead client onboarding, build relationships, and improve client experiences while coordinating with internal teams to ensure successful project delivery.

Artificial Intelligence (AI)Financial ServicesInformation TechnologySoftwareTax Preparation

No H1B

Responsibilities

Lead new client onboarding, ensuring a smooth and engaging transition onto our platform. Provide hands-on guidance and product walkthroughs tailored to each client’s needs

Build strong, trust-based relationships with clients to drive satisfaction and engagement. Serve as the client’s advocate and main point of contact for all platform-related needs

Coordinate and work cross-functionally with internal departments (ie: Product, Sales, Engineering) to resolve client issues or requests

Continuously look for ways to improve client experience and increase client success

Provide subject matter expertise during client engagements, translating complex technical concepts into clear requirements that enable accurate and successful project delivery

Stay ahead of industry developments to proactively advise clients on new technologies, regulatory changes, and competitive dynamics

Lead technical discovery sessions, leveraging deep industry knowledge to identify gaps, risks, and optimization opportunities

Maintain clean, accurate project data while managing milestones and tasks to ensure transparent, organized, and on-track product delivery

Qualification

Client SuccessAccount ManagementCRM toolsAnalytical skillsCommunication skillsInterpersonal skillsProblem-solvingAttention to detailPresentation skills

Required

3-5 years of experience in a Client Success, Account Management, or other customer-facing role

Exceptional communication and interpersonal skills

Ability to manage multiple clients and projects with strong attention to detail

Comfortable presenting to and training clients on software platforms

Problem-solver with a proactive mindset, and a 'client-first' attitude

Ability to apply strong intuition and analytical skills to ensure complete and accurate understanding of client business operations

Preferred

Experience with CRM tools such as Salesforce and/or Asana

Experience within the tax credits and incentives space

Benefits

Healthcare Benefits: We provide comprehensive medical, dental, and vision plans along with FSA and HSA options.

Unlimited Time Off: We believe in supporting work-life balance and overall well-being, which is why we offer unlimited PTO.

Paid Parental Leave: We provide dedicated paid leave to support new parents, emphasizing our commitment to supporting families and helping employees prioritize their time with loved ones during this significant life event.

Office Environment and Perks: Experience our collaborative and thriving workspace in New York City, complemented by a fully stocked kitchen, regular company gatherings, and a vibrant culture that fosters strong morale and connections among team members.

Personal and Professional Growth: Leverage the diverse team environment to support your development through workshops, mentorship and team-building activities.