Virtually train and onboard new and existing customers
Proactively reach out to high-potential new customers
Research to identify high growth and at risk customers
Communicate effectively via multiple platforms (sms, call, email, Zoom, social) with all Close customers, including co-founders, executives, and sales teams
Work closely with Success and Sales teams on seamless customer transitions
Identify expansion opportunities and upsell customers
Host and manage recurring office hours, group trainings, and interactive demos to support many customers at once
Identify customer content needs and create FAQs, white papers, videos
Communicate with customers in our online Community and via our Helpdesk software

Backed by at least one year of experience with B2B SaaS.
Preference given to candidates with either 1) frontline sales experience or 2) experience working for a CRM platform or a sales enablement tool.
A clear, precise communicator both verbally and in writing.
Energized by working independently in a fast-paced environment.
Able to build rapport with customers quickly.
Highly emotionally intelligent.
Experienced with working in a startup, ideally in a remote environment.
Physically based in the U.S. and proficient in English. Preference for ET, CT, MT, and PT.

Competitive compensation including an organization-wide goal-based bonus
Paid Time Off: 5 Weeks PTO upon joining + Winter Holiday Break. Each year with the company, you’ll receive 2 additional PTO days
Paid Parental Leave for primary and secondary caregivers
Sabbatical: After 5 years with the team, you’re eligible for a 1 month paid sabbatical
Healthcare (US residents): Medical, Dental, and Vision with HSA and FSA options
(US residents) Dependent care FSA
(US residents) 401(k): Up to 6% contribution match, 100% vested

Customer Success Associate

Key skills