Customer Success Associate I

Responsibilities

• Support sales and services operations by completing assigned tasks and cases in Salesforce queues, processing Compass/LR forms, and recording account-related activities in internal systems.
• Manage daily account and customer maintenance, including Tier 3 customer email responses, faculty reach outs (planned/requested), and miscellaneous requests.
• Ensure data integrity and quality across reporting systems to provide accurate and consistent information for key metrics tracking.
• Support and implement team initiatives such as customer journey enhancements, account maintenance, and product usage monitoring.
• Coordinate and schedule meetings for Customer Success Managers (CSMs) and provide back-office support to the sales team as needed.
• Collaborate with sales, service, and enabling functions (onshore/offshore stakeholders, IT, HR, Finance, etc.) to improve processes, procedures, and overall efficiency.