Customer Success Associate
About The Position
The Customer Success Specialist supports customers post-sale by helping drive adoption and effective use of Symphony's platform. Working closely with the Account Management, Sales, and Customer Success teams, this role focuses on customer onboarding, engagement activities, and day-to-day support that enables customers to realise value from Symphony. The Specialist has a solid understanding of customer workflows, an interest in financial services, and growing knowledge of how Symphony is used across firms. They help deliver product demonstrations, support common use cases, and guide customers toward best practices. The Specialist collaborates across internal teams and ensures customer interactions run smoothly and efficiently.
Requirements
- 1+ years of experience in Customer Success, Account Management, Support, or related client-facing roles in SaaS or technology
- Highly organized and able to manage multiple customer activities simultaneously
- Strong communication and presentation skills
- Comfortable learning new technologies and supporting customers in a technical product environment
- Enjoys a fast-paced environment and working directly with customers
Nice To Haves
- Experience in financial services, FinTech, or enterprise SaaS
- Exposure to project coordination or customer onboarding
- Familiarity with enterprise communication or collaboration tools
- Proficiency in Spanish or Portuguese is a plus
Responsibilities
- Support the Account Management and Customer Success teams in onboarding and re-engagement activities to drive customer adoption and usage
- Assist customers with deployment plans and coordination of engagement initiatives to ensure timely and smooth execution
- Deliver standard product demonstrations and training sessions to help customers understand Symphony functionality and common best practices
- Partner with Marketing and Product teams to maintain and update customer-facing resources (collateral, training materials, documentation)
- Track engagement activities and adoption metrics; provide feedback and insights to help improve customer programs and internal processes
- Work cross-functionally to support issue resolution and ensure a consistent, high-quality customer experience
- Build subject-matter expertise in Symphony’s platform and the industry to better support customer needs
Benefits
- Regional specific competitive benefits
- Build your own Benefits (BYOB) perk
- Many other fun and exciting benefits and activities!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
