Graphite · 15 hours ago
Customer Success Senior Associate
United States
Full-time
Remote
Mid LevelGraphite Financial is a growing boutique finance, accounting, tax, and strategy firm that helps startup and high-growth companies scale efficiently. As a Customer Success Senior Associate, you will blend customer support, sales, and project management to ensure success for both the internal team and clients by delivering measurable results.
AccountingConsultingFinanceFinancial ServicesVenture Capital
Responsibilities
Client Onboarding: Project manage the transition when a client joins Graphite services, working with the client and service delivery team to ensure a smooth handoff
Relationship Management: Manage a segmented book of business (high, medium, and low) to maintain and grow relationships outside of standard service delivery
Customer Success Motions: Execute core CS activities including Quarterly Business Reviews (QBRs), monthly check-ins, and renewals
Growth & Escalations: Handle client escalations, identify add-on opportunities, and explore partnership possibilities within your client base
Qualification
Required
Basic understanding of corporate financial operations and financial statements
Basic proficiency in Excel, spreadsheets, and data analysis
Ability to prioritize and manage a variety of tasks and task types simultaneously
Strong skills encompassing pre-meeting preparation, active meeting participation, and post-meeting follow-through
Ability to work through large volumes of information across various datasets and client accounts
Proficiency in listening and detailed note-taking
Patience and the ability to deal with a variety of client personalities and challenges
An entrepreneurial approach to diagnosing how services can best help a client's specific business operations
Must be adaptable, proactive, curious, and ambitious
A Bachelor's Degree is required
While no specific licenses are required, experience in accounting or finance is a significant plus
Preferred
Project Management Certification is a big plus!
Benefits
Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company.
Company-paid Short-Term and Long-Term Disability insurance.
Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave.
Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup.
401k: With a company match
Company
Graphite
The #1 Team Startups Rely On For Accounting, CFO & Tax. Get clean books, strategic guidance and industry specific support, all in one place.
Founded in 2016
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Red Iron Group
2023-05-31Private Equity
2021-03-05Acquired
Leadership Team
Jocelyn Wilson
Chief Operating Officer
Halsey McKinney
Partnerships & Growth
Recent News
Company data provided by crunchbase