Comply · 22 hours ago
Associate Customer Success Manager
United States
Full-time
Remote
Entry Level
$60K/yr - $72K/yr
2+ years expComply is the leading provider of compliance SaaS and consulting services for the global financial services sector. The Associate Customer Success Manager will focus on developing customer relationships that promote retention and loyalty, ensuring customer satisfaction, and advocating for their needs while driving value and outcomes in collaboration with internal teams.
Business DevelopmentComplianceConsultingProfessional Services
No H1B
Responsibilities
Customer Relationship Management
Serve as the central point of contact for day-to-day inquiries
Build active and meaningful relationships with customers by understanding their goals and advocating for their needs
Identify and validate desired outcomes, flag potential roadblocks, and assist in creating client success plan
Influence customer lifetime value through increased product adoption, satisfaction and overall health
Deliver regular business reviews to ensure customers are achieving – and recognizing – their intended outcomes
Support revenue retention and growth through customer advocacy and reference-ability
Account Monitoring and Health Tracking
Monitor customer health across usage, relationship quality and adoption metrics to mitigate churn risk and identify growth opportunities
Use tools like Gainsight and Salesforce to manage customer health scores and maintain CRM data integrity
Perform in-depth analysis of account performance metrics and proactively develop mitigation or growth strategies
Generate report and insights related to account status, customer success plans and usage metrics
Escalation and Resolution Efficiency
Act as a liaison between the customer and internal support, product, or technical teams
Ensure timely follow-up on product issues, support tickets and feature requests
Document and escalate high-priority concerns to appropriate stakeholders for resolution
Internal Collaboration
Collaborate cross-functionally with product, sales, onboarding and support teams to relay customer feedback and drive improvements
Update and contribute to team documentation, knowledge bases, and process improvements
Renewal and Expansion Support
Assist and partner with the renewals team throughout contract lifecycle
Help identify upsell and cross-sell opportunities based on customer behavior, business needs, and product usage data
Qualification
Required
2+ years' experience in a Customer Success or Account Management role
Ability to manage influence through persuasion, negotiation, and consensus building
Strong empathy for customers AND passion for revenue and growth
Demonstrated ability to manage and see projects through with customers
Analytical, organized, process-oriented, and proactive mindset
Demonstrated desire for continuous learning and improvement
Enthusiastic and creative leader with the ability to inspire others
Preferred
Financial services or compliance experience a plus
Company
Comply
COMPLY provides and offers resources and consultation services on technical and professional skills for the compliance industry.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Stanton
Chief Executive Officer
Deepak Kaimal
Chief Technology Officer
Recent News
2025-08-21
Company data provided by crunchbase