Customer Success Associate

ClearPoint Strategy • Arlington, VA

20h • Hybrid

About The Position

The Customer Success Associate (CSA) is an early-career role on ClearPoint’s Customer Success team. CSAs own a portfolio of small and mid-market accounts end-to-end and partner with CSMs and CS Leadership on larger accounts. The CSA is the customer’s primary advisor for strategy execution inside ClearPoint and is expected to exercise independent judgment on how each customer should be set up, coached, and grown. This is not a checklist role. It is a judgment role. CSAs decide what each account needs, when to push back on a customer request, when to escalate, and what to recommend at renewal. Our customers should walk away from every interaction smarter and better positioned to be the hero inside their organization. That sometimes means redirecting a request that won’t actually serve them, recommending a different scope, or holding the line on a best practice. It always means showing up as a partner who knows the work. This is an AI-first role. CSAs work side-by-side with Agency’s Kai, our AI teammate, from day one. We expect CSAs to design AI-driven workflows for their accounts, exercise judgment over AI output, and decide when to apply it. The CSAs who succeed here will be doing the work of two or three traditional CSAs because of how they use AI. The ideal candidate is smart, hard-working, hungry, and humble—eager to learn without an ego, motivated to own outcomes, and a genuine team player. You read the agenda before the meeting and the report after it. You ask good questions. You don’t need to be told twice.

Requirements

• Bachelor’s degree or four years of relevant experience.
• Working fluency with Microsoft Office Suite required.
• Candidates must live within ~100 miles of Arlington, VA and lives in the following states: VA, DC, MD, PA.
• Employment is contingent upon successful completion of the I9 Federal work authorization verification.
• Employment is contingent upon successful background and reference checks.

Nice To Haves

• Hands-on experience using AI tools (Claude, ChatGPT, Agency, Copilot, etc) preferred.
• Previous coursework or experience in strategy or performance management preferred.
• Customer-facing experience, particularly in technology, preferred.

Responsibilities

• Own a portfolio of small and mid-market customers end-to-end. The CSA decides how each account is structured, what the success plan looks like, when to engage, and what to recommend. The CSA is the primary point of contact and the primary decision-maker on day-to-day account strategy.
• Make renewal and expansion recommendations. The CSA assesses account health, identifies risk and expansion signals, and makes the recommendation to leadership on renewal terms, expansion opportunities, and at-risk interventions. These recommendations directly influence revenue decisions.
• Exercise judgment on customer requests. Decide when to fulfill a request, when to push back, when to redirect, and when to escalate. Customers do not always know what they need; the CSA’s job is to diagnose and advise, not to take orders.
• Advise customers on strategy execution methodology. Coach customers on Balanced Scorecard, OKR, and ClearPoint best practices. Influence how the customer organization runs its strategy process—a matter of significance to their business.
• Design and run customer working sessions when they add value. The CSA decides cadence, agenda, and approach based on account-specific judgment—not a fixed playbook.
• Partner with CSMs on Enterprise and Growth accounts by leading defined workstreams: customer research, working-session prep, customer-facing materials, and analysis. The CSA owns these workstreams and exercises judgment on approach and output.
• Drive product adoption by deciding which features matter for each account and how to position them against the customer’s goals.
• Design AI-driven workflows. Build prompts, workflows, and automations using Agency and other AI tools. Exercise judgment over AI output, catch errors, and own the final work product.
• Provide structured product feedback to Product, Sales, and Marketing as a voice of the customer.
• Contribute to internal initiatives that improve how the CS team operates.
• Triage and respond to customer support tickets in coordination with the Customer Support and CSE teams. Support work is a secondary duty and is expected to represent a minority of the role.
• Run onboarding sessions for new customers, applying CSA judgment on how each customer should be set up.

Benefits

• Competitive salary commensurate with your experience
• Performance-based bonus program
• 100% paid health insurance & dental insurance
• 401(k) program
• Open vacation policy
• Professional development, training, and mentorship programs
• Employee referral bonuses to encourage the addition of great new people to the team
• Team events and offsite retreats
• Company organized volunteer days

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level