Clutch

Associate Customer Success Manager

Clutch

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Become deeply familiar with our products, common workflows, and customer use cases
  • Join customer calls and handle inbound customer requests with guidance, ensuring timely and accurate responses
  • Own call notes, follow-ups, and coordination across a portfolio of accounts
  • Build strong internal context by working closely with a Senior CSM across their book of business
  • Begin taking end to end ownership of a small portfolio of accounts, managing day-to-day communication and execution with support
  • Act as the primary point of contact for inbound operational requests across your accounts
  • Build relationships with customer stakeholders and run standing customer meetings
  • Take ownership of a portfolio of smaller accounts, managing them end-to-end
  • Monitor account health and proactively flag risks or opportunities
  • Support customer-facing materials (e.g., business reviews) and contribute to account planning
  • Operate as the primary owner of your small account portfolio with clear accountability for customer outcomes
  • Take on expanded responsibility within larger accounts, contributing to strategic conversations
  • Demonstrate sound judgment on when to act independently vs. escalate
  • Play a key role in improving processes and customer experience across the team
  • Be operating at a level where a clear path toward a CSM role is defined, grounded in performance across both your account portfolio and contributions to the broader book of business.

Requirements

  • 2–3 years of experience in customer success, account management, consulting, or a similar client-facing role
  • Strong execution skills—you are highly organized, responsive, and detail-oriented
  • Strong judgment and the ability to identify when to act independently vs. escalate
  • Excellent communication skills, with the ability to build trust with both internal teams and external stakeholders
  • Comfort operating in a fast-paced, high-growth environment with evolving processes
  • A proactive, “roll-up-your-sleeves” mindset—you take ownership and follow through
  • Ability to prioritize across multiple accounts and requests without dropping details
  • Interest in fintech, B2B SaaS, or working closely with financial institutions (a plus)
  • High levels of empathy, integrity, and accountability.
Benefits
  • Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.
  • Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.
  • Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.
  • Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.
  • Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.
  • Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.
  • Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.
Applicant Tracking System Keywords

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

Soft Skills
execution skillsorganizational skillsdetail-orientedjudgmentcommunication skillstrust-buildingproactive mindsetownershipprioritizationempathy