Associate Customer Success Manager

Clutch

12d•Remote

About The Position

This is a foundational role on our Customer Success team, designed for someone who wants to learn quickly, take ownership early, and grow into a more senior Customer Success role. The Associate Customer Success Manager is a core part of our customer success model, working closely with a Senior CSM to support their book of business while developing toward independent ownership. You will be a critical extension of the Senior CSM, helping ensure customers receive both exceptional day-to-day execution and thoughtful, long-term partnership. This role has a clear dual mandate: Support a Senior CSM across a large, complex book of business, acting as the primary point of contact for day-to-day operational needs and execution. Own a portfolio of smaller accounts end-to-end, with full responsibility for customer experience, account health, and outcomes. You’ll be deeply embedded in customer workflows, ensuring requests are handled quickly, accurately, and with a strong sense of ownership, while learning how to manage strategic relationships over time. This is a high-exposure, high-growth role for someone who wants to develop into a senior or Enterprise CSM, with a clear path toward owning larger, more complex accounts.

Requirements

2–3 years of experience in customer success, account management, consulting, or a similar client-facing role
Strong execution skills—you are highly organized, responsive, and detail-oriented
Strong judgment and the ability to identify when to act independently vs. escalate
Excellent communication skills, with the ability to build trust with both internal teams and external stakeholders
Comfort operating in a fast-paced, high-growth environment with evolving processes
A proactive, “roll-up-your-sleeves” mindset—you take ownership and follow through
Ability to prioritize across multiple accounts and requests without dropping details
High levels of empathy, integrity, and accountability

Nice To Haves

Interest in fintech, B2B SaaS, or working closely with financial institutions

Responsibilities

Become deeply familiar with our products, common workflows, and customer use cases
Join customer calls and handle inbound customer requests with guidance, ensuring timely and accurate responses
Own call notes, follow-ups, and coordination across a portfolio of accounts
Build strong internal context by working closely with a Senior CSM across their book of business
Begin taking end to end ownership of a small portfolio of accounts, managing day-to-day communication and execution with support
Act as the primary point of contact for inbound operational requests across your accounts
Build relationships with customer stakeholders and run standing customer meetings
Take ownership of a portfolio of smaller accounts, managing them end-to-end
Monitor account health and proactively flag risks or opportunities
Support customer-facing materials (e.g., business reviews) and contribute to account planning
Operate as the primary owner of your small account portfolio with clear accountability for customer outcomes
Take on expanded responsibility within larger accounts, contributing to strategic conversations
Demonstrate sound judgment on when to act independently vs. escalate
Play a key role in improving processes and customer experience across the team
Be operating at a level where a clear path toward a CSM role is defined, grounded in performance across both your account portfolio and contributions to the broader book of business