Client Strategy Associate

Role Overview

• Supporting executive business reviews (EBRs) and client check-ins through scheduling, preparation, data analysis, and follow-up
• Monitoring client health trends and surfacing risks or opportunities using dashboards and reports
• Helping drive resolution for client issues, disputes, and escalations across teams
• Supporting onboarding, renewals, invoicing, and client communications using Endsight best practices
• Collaborating with Finance, Professional Services, Support, and Sales to ensure a cohesive client experience
• For experienced CSAs, managing a small portfolio of clients to ensure they realize value from Endsight’s solutions

Requirements

• 3–5 years of relevant experience, such as:
• Client success, account coordination, or service delivery roles
• MSP, SaaS, or professional services environments
• Cross-functional, client-facing work involving operations, finance, or support
• Strong organizational and follow-up skills
• Experience working in CRM and/or PSA tools
• Confidence managing recurring workflows (reporting, scheduling, invoicing support, escalations)
• Excellent written and verbal communication skills
• A service-oriented mindset and steady approach under pressure

Benefits

• Medical: Company pays 100% of the base plan for the employee and family
• Dental & Vision
• 401(k) with employer matching
• Accrued Paid Time Off
• 9 Paid Holidays
• Career Pathing