Customer Success Associate jobs in United States
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AllWork · 9 hours ago

Customer Success Associate

Allworknow is a leading freelancer management and payments platform, and they are seeking a Customer Success Associate to support emerging customers. In this role, you will manage a portfolio of smaller customers, guiding them through onboarding and ensuring they have a smooth experience using the platform.

Enterprise SoftwareFinTechFreelanceSaaS

Responsibilities

Manage a portfolio of smaller customers, serving as a primary point of contact during onboarding and ongoing platform use
Lead customer trainings, product walkthroughs, and enablement sessions via video and phone
Become a product SME and help customers apply Allwork workflows to their day-to-day operations
Support incoming customer requests through Zendesk, following established processes and escalating when needed
Assist with customer account setup and ongoing configuration, including company/brand configuration, door and location setup, and territory alignment
Support customer changes over time, including updates to budgets, configurations, and operational needs
Create and maintain customer-facing materials such as training decks, quick guides, and basic reporting
Track engagement and satisfaction signals, flagging risks early and partnering with the team on retention support
Document customer feedback and share themes with internal teams to improve the product and customer experience
Collaborate cross-functionally with Operations, Product, Human Resources, and Sales to ensure customer needs are understood and addressed

Qualification

Customer Success experienceSaaS experienceZendesk familiarityLive training deliveryHighly organizedProficiency with spreadsheetsCustomer outcomes motivatedCommunication skills

Required

1–3 years of experience in Customer Success, Account Management, Client Services, Support, or a related customer-facing role
Experience supporting customers in a SaaS or tech-enabled environment
Familiarity with Zendesk and/or HubSpot (or similar CRM/support tools)
Experience supporting customer onboarding and delivering live training
Strong communication skills across email, phone, and video — clear, confident, and customer-first
Highly organized with strong attention to detail and consistent follow-through
Comfort learning new tools and troubleshooting; able to navigate ambiguity and stay solutions-oriented
Proficiency with spreadsheets (filters, data organization, basic formulas) and comfort creating basic decks/docs
Motivated by customer outcomes and able to balance multiple priorities across a portfolio of accounts

Benefits

Annual performance bonus
Stock options
Full medical and dental insurance

Company

AllWork

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Workforce management software and payment services for all your flexible workers

Funding

Current Stage
Late Stage
Total Funding
$8.7M
Key Investors
FINTOP Capital
2022-12-01Series A· $4.9M
2019-08-04Seed· $3.8M
2018-09-26Pre Seed

Leadership Team

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Glenn Laumeister
CEO
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Laura Adamo
Manager of Marketing & Community Development
Company data provided by crunchbase