Customer Success Associate (Contract to Hire)

CompassX Group • Irvine, CA

1d • $20 - $28

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 consistently. The associate will help drive process improvement and grow the team's networks through well-managed outreach. It is a hands-on, high-visibility position with direct exposure to firm leadership and significant ownership from the start.

Requirements

• 2+ years of experience in sales operations, marketing operations, executive/sales support, or an operations role.
• 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, able to tactfully and persistently remind senior leaders of commitments.
• A consulting mindset: genuinely interested in understanding companies, industries, and people, with the ability to connect dots across people, process, and technology.
• Takes initiative, 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

• New grads with the right instincts are welcome to apply.
• No existing client network or sales/closing experience required.

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 professional networks.
• Handle administrative and sales-support tasks for leaders, including scheduling, research preparation, CRM upkeep, and drafting follow-ups.
• Re-engage long-standing client relationships that have lacked recent attention to surface opportunities for leaders.
• Support the client meetings calendar and post-meeting follow-up.
• Help 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 business from the ground up.
• Opportunity to shape the firm's growth, not just execute a playbook.
• Direct, regular access to firm leadership.
• Real ownership over a function that leadership depends on.
• Freedom to take the reins of careers, shape client work, and maintain a direct line to leadership.

What This Job Offers

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