As a Customer Success Associate in CB Digital, you will support the launch of new digital products and features, including change readiness for internal teams and driving client adoption. Work closely with multiple cross-functional groups to ensure a seamless customer experience while gaining the skills you need to grow within your role.

Job responsibilities

• Helps execute product adoption, expansion, and retention activities to support a healthy customer base
• Attends and participates in regular account meetings while keeping thorough notes to ensure accountability for customers
• Investigates and resolves customer issues in a timely and efficient manner
• Tracks and analyzes key metrics to measure customer success

Required qualifications, capabilities, and skills

• 2+ years of experience or equivalent expertise in financial services, go to market or customer success
• Strong verbal and written communication skills
• Strong project management skills
• Comfortable using technology with a willingness to learn new technological skills, programs, and tools
• Demonstrated analytical skills and critical thinking ability

Preferred qualifications, capabilities, and skills