Customer Success Associate

Gallagher•Norwalk, CT

About The Position

At Gallagher Benefit Services, you will be a trusted partner to organizations, helping clients build better workplaces where people feel supported, empowered, and inspired to thrive. This involves shaping benefit strategies, designing wellbeing programs, and advising on workforce challenges, creating meaningful change for businesses and their employees. The company fosters a community of bold explorers, trusted experts, and compassionate partners, encouraging curiosity, collaboration, and growth. The Customer Success Associate will provide crucial support to the Customer Success department, ensuring operational excellence, smooth customer engagements, and well-coordinated internal processes. This role offers essential administrative, data, and project support, allowing the Customer Success Team to focus on building relationships, driving adoption, and ensuring customer value. It is an ideal position for someone seeking to build a career in Business Development/Customer Success, who is highly organized, detail-oriented, proactive, and passionate about supporting customer-facing teams.

Requirements

Bachelor's degree
No experience required

Nice To Haves

Strong, metrics-focused customer success and account management experience.
Salesforce CRM and Customer focused selling
Establishing strong relationships with an ability to understand our customers' needs and provide solutions even if they are not clear on what they need.
A proven ability to use data to inform decision-making as part of a broader, strategic set of goals.
A general understanding of HR Services, Recruiting Services, Training & Development, and Payroll & HR Technologies.

Responsibilities

Maintain accurate, organized, and up-to-date customer records, including account details, documentation, tasks, and reports, within CRM platforms such as Salesforce.
Prepare, update, and review customer-facing documents (SOWs, contracts, proposals) to support Customer Success team workflows.
Coordinate new customer onboarding activities – including sending intake communications, liaising with Divisional Leaders to align and introduce consulting teams, preparing kickoff materials, managing follow-ups, and collaborating with Finance.
Act as the primary point of contact for inbound leads seeking Gallagher’s HR & Organizational Effectiveness Services, ensuring needs are qualified, documented, and routed appropriately.
Support internal training of new CS team members, as needed.

Benefits

Competitive and comprehensive compensation package
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program