Customer Success Associate

Kharon

Customer Success Associate at Kharon liaising between teams while managing client onboarding and risk assessments. Position requires at least three days per week attendance in Denver office.

Posted 7/27/2026full-timeDenver • Colorado • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong organizational skills and attention to detail while managing multiple clients and deadlines. Proficient in collaborating cross-functionally and handling sensitive client information in compliance with internal and external standards.

Highest-signal resume keywords

Client Services ExperienceSales Support ExperienceRisk Assessment FamiliarityGoogle Suite ProficiencyMicrosoft Office Proficiency

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

System AdministrationUser SetupUsage MonitoringOnboarding SupportDocumentation Management

Soft Skills

Strong Organizational SkillsExcellent Communication SkillsRelationship BuildingAttention to DetailCollaborative Work Style

Tools & Technologies

CRM SoftwareSales-Forward AI Platforms

Industry Keywords

Client Risk AssessmentsCompliance StandardsRequests for Proposal

About the role

Key responsibilities & impact

Act as the liaison between the Customer Success, Sales, Finance, Legal, and Security teams to ensure that all client-related processes are running smoothly.
Perform various system administration functions within the Kharon application, including user setup and changes, help center updates, and usage monitoring.
Support the onboarding of Kharon as a vendor for its clients, including gathering critical information such as banking details, W-9s, legal names, billing addresses, and any other documentation required for setup.
Collaborate closely with the Sales team to gather all required handoff information, ensuring a seamless transition to the post-sale customer journey.
Partner with the Security team to assist in handling periodic client risk assessments and ensure compliance with internal and external standards.
Support the Customer Success team as needed on customer deliverables and special projects.
Provide information on usage metrics at client and/or internal request.
Assist with Requests for Proposal (RFP).

Requirements

What you’ll need

Bachelors degree in Business, Communications, or a related field preferred.
2+ years of professional experience, preferably in client services, customer success, or sales support roles.
Strong organizational skills and attention to detail, with the ability to manage multiple clients and deadlines simultaneously.
Excellent verbal and written communication skills, with the ability to build relationships with clients and internal stakeholders.
Experience working with sales teams and handling sensitive client information (e.g., banking details, legal documents) is preferred.
Ability to work cross-functionally in a collaborative environment.
Familiarity with risk assessments and compliance standards is a plus.
Experience with Google Suite, Microsoft Office, CRM software, or other related tools is a plus.
Experience with Sales-forward AI agents or platforms is a must.

Benefits

Comp & perks

Fully sponsored medical, dental, and vision insurances
FSA program for both medical and dependent care
Long term disability
401k + Roth with matching and immediate vesting
Flexible paid time off + 11 paid holidays