Customer Success Associate

ClearPoint Strategy

Customer Success Associate responsible for advising on strategy execution inside ClearPoint platform. Managing customer portfolios and leveraging AI for account management and growth.

Posted 7/2/2026full-timeRosslyn • District of Columbia, Maryland, Pennsylvania, Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing customer portfolios, assessing account health, and implementing success plans. Proficient in utilizing AI tools and Microsoft Office Suite to enhance customer engagement and performance management.

Highest-signal resume keywords

Customer Portfolio ManagementAccount Health AssessmentAI Tools ProficiencyCustomer-Facing ExperiencePerformance Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account ManagementPerformance ManagementCustomer Success PlanningRisk AssessmentCustomer Support Triage

Soft Skills

CoachingCommunicationDecision-Making

Tools & Technologies

Microsoft Office SuiteAI ToolsClaudeChatGPTCopilot

Industry Keywords

Balanced ScorecardOKRCustomer EngagementTechnology Sector

About the role

Key responsibilities & impact

Own a portfolio of small and mid-market customers end-to-end
Decide how each account is structured, what the success plan looks like
Assess account health, identify risk and expansion signals, and recommend renewal terms
Triage and respond to customer support tickets
Decide when to fulfill a customer request and when to push back
Coach customers on Balanced Scorecard, OKR, and ClearPoint best practices
Design and run customer working sessions

Requirements

What you’ll need

Bachelor’s degree or four years of relevant experience
Working fluency with Microsoft Office Suite required
Hands-on experience using AI tools (Claude, ChatGPT, Agency, Copilot, etc.)
Previous coursework or experience in strategy or performance management preferred
Customer-facing experience, particularly in technology, preferred.

Benefits

Comp & perks

Competitive salary commensurate with your experience
Performance-based bonus program
100% paid health insurance & dental insurance
401(k) program
Open vacation policy
Professional development, training, and mentorship programs