Customer Success Associate

Bestow • Dallas, TX

9d • Remote

About The Position

The Customer Success Associate will work closely with Bestow’s Senior Partner Success Manager to support the day-to-day management of our enterprise-level customers. We are looking for a proactive, detail-oriented individual who’s eager to learn and grow within a fast-paced environment. The location is remote; however, we have an office location in Dallas. As Bestow continues to grow, this role offers a clear path to advancement, including the opportunity to step into a Customer Success Manager position and lead customer relationships directly. This role is highly visible and impactful, providing opportunities to learn directly from experienced customer success leaders and contribute to Bestow’s most strategic partnerships.

Requirements

• 1–2 years of experience in customer success, account management, operations, or project coordination, ideally within a SaaS or technology company.
• Passionate about client service, and energized by the challenge of solving complex problems.
• Curious and eager to learn how technology, partnerships, and business strategy come together to create impact.
• Comfortable working cross-functionally with teams like Product, Engineering, and Sales.
• Experience with the creation and delivery of polished, client-facing presentations.
• Strong executive communication skills and attention to detail.
• Strong research and analytical skills and ability to work with data.
• Bachelor’s degree in business administration, marketing, sales, or related field, or equivalent experience.

Responsibilities

• Support ongoing partner operations, including managing service level objectives (SLOs), reporting, and recurring deliverables across all customers.
• Coordinate and track due diligence requests, compliance documentation, and audit activities for carrier and distribution partners.
• Assist with scheduling and managing recurring meetings, workshops, and onsite visits, including agenda creation, activity planning, and logistics.
• Help maintain partner project plans and track progress against key milestones and deliverables.
• Manage triage and prioritization of enhancement and bug tickets in JIRA in partnership with Engineering and Product teams.
• Prepare and distribute partner updates, internal summaries, and presentations to ensure cross-functional alignment.
• Collaborate with internal teams to improve processes, streamline operations, and enhance the partner experience.
• Some travel is required to support individual client efforts (e.g., solution workshops, regular leadership on-sites).

Benefits

• Competitive salary and equity based on role
• Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs
• 100% paid-premium option for medical, dental, and vision insurance
• Lifestyle stipend to support your physical, emotional, and financial wellbeing
• Flexible work-from-home policy and open to remote
• Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting
• Employee-led diversity, equity, and inclusion initiatives

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees