Support onboarding and day-to-day success of a portfolio of customers by coordinating check-ins, answering platform questions, and assisting with campaign setup or troubleshooting
Act as a liaison between customers and internal teams to ensure smooth execution of customer programs
Manage a diverse book of business across industries, driving customer engagement and health
Collaborate with internal partners (e.g., Operations, Product, Sales, and Marketing) to deliver outstanding customer experiences
Track and maintain accurate customer activity, documentation, and status updates in CRM and customer success systems
Assist in monitoring customer health and proactively flagging issues or opportunities to team leadership
Contribute to improvements in processes, documentation, and knowledge-sharing to support customer outcomes and internal efficiency
Participate in team initiatives, training, and ongoing development to deepen customer and product knowledge

1–3 years of experience in customer success, Account Management, client services, support, or another relationship-based role
Strong organizational and communication skills and best practices in customer experience
Proactive mindset with the ability to manage multiple tasks and prioritize effectively
Comfort working cross-functionally with Sales, Marketing, and Operations teams
A strong interest to learn about our customers, platform, and the promotional merchandise industry
Familiarity with CRM is a plus (Salesforce, HubSpot, etc.)

Generous Paid Time Off: Recharge with flexible paid time off policies and major paid holidays.
Comprehensive Health Coverage: Complete Medical, Dental, and Vision coverage at a low cost through a PPO or HDHP plan to support your and your family’s well-being.
Employee Wellness: Access to virtual medical consultations through MDLIVE, and mental health services through some of our preferred partners.
Family-Friendly Benefits: Up to 14 weeks of fully paid parental leave for birthing parents (6 weeks STD + 8 weeks of parental leave) and 8 weeks of fully paid parental leave for non-birthing parents, adoption assistance, pet insurance, caregiver leave, and fertility benefits.
Financial Wellness: Build for the future with our 401(k) plan featuring company matching, employer HSA contributions for eligible plans, Life & AD&D insurance, flexible spending account options, and resources to help you manage life’s financial moments.
Professional Development: Grow your career with access to training programs, certifications, and tuition assistance.

Customer Success Associate

Key skills