Customer Success Associate
Bestow
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $95,000 per year
Job Level
JuniorMid-Level
About the role
- Support ongoing partner operations, including managing service level objectives (SLOs), reporting, and recurring deliverables across all customers.
- Coordinate and track due diligence requests, compliance documentation, and audit activities for carrier and distribution partners.
- Assist with scheduling and managing recurring meetings, workshops, and onsite visits, including agenda creation, activity planning, and logistics.
- Help maintain partner project plans and track progress against key milestones and deliverables.
- Manage triage and prioritization of enhancement and bug tickets in JIRA in partnership with Engineering and Product teams.
- Prepare and distribute partner updates, internal summaries, and presentations to ensure cross-functional alignment.
- Collaborate with internal teams to improve processes, streamline operations, and enhance the partner experience.
- Some travel is required to support individual client efforts (e.g., solution workshops, regular leadership on-sites).
Requirements
- 1–2 years of experience in customer success, account management, operations, or project coordination, ideally within a SaaS or technology company
- Passionate about client service, and energized by the challenge of solving complex problems
- Curious and eager to learn how technology, partnerships, and business strategy come together to create impact
- Comfortable working cross-functionally with teams like Product, Engineering, and Sales
- Experience with the creation and delivery of polished, client-facing presentations
- Strong executive communication skills and attention to detail
- Strong research and analytical skills and ability to work with data
- Bachelor’s degree in business administration, marketing, sales, or related field, or equivalent experience.
Benefits
- Competitive salary and equity based on role
- Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs
- 100% paid-premium option for medical, dental, and vision insurance
- Lifestyle stipend to support your physical, emotional, and financial wellbeing
- Flexible work-from-home policy and open to remote
- Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting
- Employee-led diversity, equity, and inclusion initiatives
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer successaccount managementoperationsproject coordinationdata analysispresentation creationreportingcompliance documentationbug trackingSLO management
Soft skills
client serviceproblem solvingcuriositycross-functional collaborationexecutive communicationattention to detailresearch skillsanalytical skills