Customer Success Associate (Contract to Hire)

CompassX Group • Irvine, CA

12d

About The Position

CompassX is seeking a motivated Customer Success Associate to bring structure, consistency, and momentum to how the firm builds and grows client relationships. This role ensures business and relationship development efforts are executed weekly, drives process improvement, and helps grow the team's networks through outreach. It is a hands-on, high-visibility position with direct exposure to firm leadership and offers ownership from day one.

Requirements

• 2+ years of experience in sales operations, marketing operations, executive/sales support, or an operations type role (new grads with the right instincts welcome to apply).
• Excellent written communication skills, comfortable drafting outreach messages and internal executive communications.
• Highly organized, reliable, and process-minded with a strong attention to detail.
• Comfortable using (or quickly learning) a CRM, LinkedIn, and AI-assisted productivity/outreach tools.
• Confident and diplomatic communicator.
• A consulting mindset: Genuinely interested in understanding companies, industries, and people; able to connect dots naturally across people, process, and technology.
• Takes initiative without being asked, identifies opportunities, and moves work forward independently.
• Ability to synthesize information quickly and translate it into clear, actionable insights.
• Comfortable operating in ambiguity, shifting priorities, and quickly learning new tools or approaches.

Nice To Haves

• No existing client network or sales/closing experience required.
• We're looking for someone who can build and run a great system, not someone who already has a rolodex.

Responsibilities

• Keep outreach and follow-up message cadences on track to ensure consistent attention to client relationships.
• Design and run warm and cold outreach campaigns (LinkedIn, email) on behalf of leadership to grow their professional networks.
• Handle administrative and sales-support tasks for leaders, including scheduling, research prep, CRM upkeep, and drafting follow-up communications.
• Re-engage long-standing client relationships that haven't had recent attention to surface opportunities for leaders to reconnect.
• Support the client meetings calendar and post-meeting follow-up.
• Drive campaigns to build awareness of solution capabilities.
• Maintain a clean, current, and useful CRM.
• Manage administration of client MSP/VMS systems (SAP Fieldglass, Beeline), ensuring accuracy and timely response.
• Coordinate end-to-end contractor onboarding and offboarding, including system setup and deactivation.
• Prepare and update Statements of Work (SOWs) and Master Service Agreements (MSAs).

Benefits

• A front-row seat to how a consulting firm builds its from the ground up.
• Direct, regular access to firm leadership and real ownership over a function they depend on.
• Opportunity to shape the firm's growth, not just execute someone else's playbook.
• Freedom to take the reins of their careers, shape their client work, and maintain a direct line to leadership.
• See the impact of their work and know their voice matters.
• Opportunity to build lasting relationships and see the results of their work in the communities where they live.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed