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Customer Success Senior Associate at Graphite Financial Group
, , United States - Full Time
Skills Needed
Project Management, Data Analysis, Client Onboarding, Technical Implementation, Data Visualization, Crm Management, Excel, Financial Reporting
Specialization
Candidates should have 1-3 years of experience in supporting B2B client onboarding, preferably in Professional Services. A Bachelor's degree in Accounting or Finance is preferred, along with advanced Excel skills and project management experience.
Experience Required
Minimum 2 year(s)
Associate QA cum Customer Support at RAKUNA
Hà Nội, , Vietnam - Full Time
Skills Needed
Quality Assurance, Customer Support, Test Management Software, Programming Languages, Qa Methodologies, Web Based Testing, Mobile Testing, Selenium Webdriver, Attention To Detail, Problem Solving, English Communication, Agile Development, Jira, Version Control Systems, Customer Success, Sales Support
Specialization
Candidates must have 1-2 years of QA experience and a good understanding of testing methodologies and tools. Strong communication skills in English and the ability to work both independently and as part of a team are essential.
Associate QA cum Customer Support at RAKUNA
Hà Nội, , Vietnam - Full Time
Skills Needed
Quality Assurance, Test Management Software, Programming Languages, Qa Methodologies, Web Based Testing, Mobile Testing, Selenium Webdriver, Attention To Detail, Communication Skills, Customer Support, Technical Issue Resolution, Feedback Analysis, Agile Development, Project Tracking Software, Version Control Systems, Customer Success
Specialization
Candidates must have 1-2 years of QA experience and a good understanding of test management software and QA methodologies. Strong communication skills in English and the ability to work both autonomously and in a team are also required.
Customer Experience Associate III at Conduent
Visakhapatnam, Andhra Pradesh, India - Full Time
Skills Needed
Data Organizing, Coordination, Analytical Process, Operational Process, Problem Solving, Client Resolution, Customer Needs Identification, Call Center Activities, Standard Scripts, Guidelines Adherence, Empathy, Database Updating, Issue Escalation, Policy Explanation
Specialization
This role requires expanding skills within an analytical or operational process, maintaining appropriate licenses, training, and certifications, and applying experience to complete assigned work with limited supervision. Candidates must be able to problem-solve independently, evaluate issues, and exchange information effectively to achieve the best outcome for clients and end-users.
Experience Required
Minimum 2 year(s)
Customer Experience Associate III at Conduent
Visakhapatnam, Andhra Pradesh, India - Full Time
Skills Needed
Data Organizing, Coordination, Analytical Process, Operational Process, Problem Solving, Client Resolution, Customer Needs Identification, Call Center Activities, Standard Scripts, Guidelines Adherence, Empathy, Database Updating, Issue Escalation, Policy Explanation
Specialization
This role requires expanding skills within an analytical or operational process, maintaining necessary licenses, training, and certifications, and applying experience to complete assigned work with limited supervision. Candidates must demonstrate the ability to problem-solve independently and evaluate solutions to achieve the best outcome for clients and end-users.
Experience Required
Minimum 2 year(s)
Customer Due Diligence Associate at Vanguard
Melbourne, Victoria, Australia - Full Time
Skills Needed
Attention To Detail, Organizational Skills, Time Management, Verbal Communication, Written Communication, Teamwork, Financial Services, Kyc, Cdd, Financial Crime, Compliance, Problem Solving, Documentation, Client Management, Regulatory Knowledge, Continuous Improvement
Specialization
The ideal candidate should have an undergraduate degree or equivalent experience, with 0-2 years of relevant work experience preferred. Experience in financial crime, AML/CTF, or compliance roles is a plus but not required.
Sales Customer Associate - Remote at Beacon National Agency
Tulsa, Oklahoma, United States - Full Time
Skills Needed
Sales, Client Success, Financial Consulting, Life Insurance, Annuities, Iul, Relationship Building, Presentation Skills, Communication, Advising, Lead Generation, Mentorship, Autonomy, Time Management, Problem Solving, Customer Service
Specialization
The job is suited for highly motivated individuals who are self-starters and thrive in a flexible, home-based environment. Experience in sales or financial consulting is preferred but not explicitly required.
Sales Customer Associate - Remote at Beacon National Agency
Sanford, Florida, United States - Full Time
Skills Needed
Sales, Client Success, Financial Consulting, Life Insurance, Annuities, Iul, Presentation Skills, Relationship Building, Communication Skills, Analytical Skills, Problem Solving, Customer Service, Mentorship, Digital Tools, Lead Generation, Enrollment Guidance
Specialization
The job is suited for highly motivated individuals who are self-starters and thrive in a flexible environment. Experience in sales or financial services is beneficial but not explicitly required.
Sales Customer Associate - Remote at Beacon National Agency
Mason, Ohio, United States - Full Time
Skills Needed
Sales, Client Success, Financial Consulting, Life Insurance, Annuities, Iul, Relationship Building, Presentation Skills, Communication, Lead Generation, Mentorship, Autonomy, Time Management, Problem Solving, Customer Service, Negotiation
Specialization
The job is suited for highly motivated individuals who are self-starters and thrive in a flexible, home-based environment. Experience in sales or financial services is beneficial but not explicitly required.
Sales Customer Associate - Remote at Beacon National Agency
New York, New York, United States - Full Time
Skills Needed
Sales, Client Success, Financial Advisory, Life Insurance, Annuities, Iul, Presentation Skills, Relationship Building, Consultation, Communication, Lead Generation, Mentorship, Autonomy, Goal Setting, Problem Solving, Time Management
Specialization
The job is suited for highly motivated individuals who are self-starters and thrive in a flexible environment. Experience in sales or financial services is beneficial but not explicitly required.
Sales Customer Associate - Remote at Beacon National Agency
Cranston, Rhode Island, United States - Full Time
Skills Needed
Sales, Client Success, Financial Consulting, Life Insurance, Annuities, Iul, Presentation Skills, Relationship Building, Communication, Problem Solving, Lead Generation, Mentorship, Digital Tools, Autonomy, Time Management, Customer Service
Specialization
The job is suited for highly motivated individuals who are self-starters and thrive in a flexible environment. Experience in sales or financial consulting is beneficial but not explicitly required.
Sales Customer Associate - Remote at Beacon National Agency
Chandler, Arizona, United States - Full Time
Skills Needed
Sales, Consulting, Client Relationship Management, Needs Assessment, Financial Advising, Presentation Skills, Virtual Meetings, Lead Management, Enrollment Guidance, Self Starter, Persuasion
Specialization
Candidates must be highly motivated, self-starters who thrive in a flexible, home-based environment and are driven to help clients build their financial legacy. This is a 1099 independent contractor, commission-only role where performance is the sole determinant of success.
Sales Customer Associate - Remote at Beacon National Agency
Temecula, California, United States - Full Time
Skills Needed
Sales, Consulting, Client Relationship Management, Needs Assessment, Financial Advising, Presentation Skills, Virtual Meetings, Lead Management, Enrollment Guidance, Self Starter
Specialization
Candidates must be highly motivated inside sales consultants and self-starters who thrive in a flexible, home-based environment, focusing on authentic connection rather than cold calling. This is a 1099 independent contractor, commission-only role where performance is the sole determinant of success.
Sales Customer Associate - Remote at Beacon National Agency
Cleveland, Ohio, United States - Full Time
Skills Needed
Sales, Consulting, Client Relationship Management, Needs Assessment, Financial Advising, Presentation Skills, Virtual Meetings, Lead Qualification, Enrollment Guidance, Self Starter, Persuasion
Specialization
Candidates must be highly motivated, self-starters who thrive in a flexible, home-based environment, focusing on authentic connection rather than cold calling. Success is determined solely by the individual's drive and performance in this commission-only, independent contractor role.
Sales Customer Associate - Remote at Beacon National Agency
Redmond, Washington, United States - Full Time
Skills Needed
Sales, Consulting, Client Relationship Management, Needs Assessment, Financial Advising, Presentation Skills, Virtual Meetings, Lead Qualification, Enrollment Guidance, Self Starter
Specialization
Candidates must be highly motivated inside sales consultants and self-starters who thrive in a flexible, home-based environment, focusing on authentic connection rather than cold calling. Success is determined solely by the individual's drive and performance in this 1099 independent contractor, commission-only role.
Sales Customer Associate - Remote at Beacon National Agency
Fort Worth, Texas, United States - Full Time
Skills Needed
Inside Sales, Consulting, Client Relationship Management, Needs Assessment, Financial Advising, Presentation Skills, Virtual Meetings, Lead Management, Enrollment Guidance, Self Starter, Persuasion
Specialization
Candidates must be highly motivated, self-starters who thrive in a flexible, home-based environment, focusing on authentic connection rather than cold calling. This is a 1099 independent contractor, commission-only role where performance is the sole determinant of success.
Customer Service Representative - Paranaque at Gordon M. Buitendorp Associates, Inc.
Parañaque, Metro Manila, Philippines - Full Time
Skills Needed
Communication, Problem Solving, Customer Profiling, First Call Resolution, Record Keeping, Team Collaboration, Product Information, Service Information
Specialization
Candidates must be at least a High School Graduate (Old Curriculum) and must be proficient in both spoken and written English, with or without prior Business Process Outsourcing experience. Applicants must also be willing to work fully on-site in Paranaque and adhere to a shifting schedule.
Sr Customer Success Manager at ServiceNow
São Paulo, Southeast, Brazil - Full Time
Skills Needed
Customer Success, Ai Integration, Project Management, Problem Solving, Collaboration, Servicenow, Technical Health, Success Plays, Use Cases, Business Outcomes, Innovation, Guidance, Escalation Management, Creativity, Analysis, Resolution
Specialization
Candidates should have a minimum of 7 years of related work experience and experience in integrating AI into work processes. ServiceNow certifications are also required.
Experience Required
Minimum 5 year(s)
Sr Customer Success Manager at ServiceNow
Santa Clara, California, United States - Full Time
Skills Needed
Customer Success, Ai Integration, Project Management, Problem Solving, Collaboration, Servicenow Products, Technical Health, Success Plays, Use Case Development, Escalation Management, Business Outcomes, Innovation, Creativity, Analysis, Resolution
Specialization
Candidates should have a minimum of 7 years of related work experience and experience in integrating AI into work processes. ServiceNow certifications are also required.
Experience Required
Minimum 5 year(s)
Sr Customer Success Manager at ServiceNow
Santa Clara, California, United States - Full Time
Skills Needed
Customer Success, Ai Integration, Project Management, Problem Solving, Collaboration, Servicenow Products, Technical Health, Success Plays, Use Case Development, Escalation Management, Business Outcomes, Innovation, Creativity, Analysis, Resolution
Specialization
Candidates should have at least 7 years of related work experience and experience with AI integration in work processes. ServiceNow certifications are also required.
Experience Required
Minimum 5 year(s)
Customer Success Senior Associate at Graphite Financial Group
, , United States -
Full Time


Start Date

Immediate

Expiry Date

08 May, 26

Salary

0.0

Posted On

07 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Project Management, Data Analysis, Client Onboarding, Technical Implementation, Data Visualization, CRM Management, Excel, Financial Reporting

Industry

Financial Services

Description
The Role: As a Customer Success Senior Associate, you are the "Architect" of the client journey. You own the heavy lifting of the client lifecycle, focusing on flawless onboarding, technical implementation, and data integrity. Working in partnership with a CSM, you ensure the "Graphite Machine" runs smoothly behind the scenes. This role is perfect for a project management pro who loves data and wants to see how financial operations impact business growth at scale. What You'll Do: Onboarding Mastery: Own the end-to-end implementation process for new clients, ensuring a seamless transition from Sales to Service Delivery through rigorous project management. Data Storytelling: Build the "Data Decks" for QBRs. You transform raw CRM and financial data into polished, actionable reports that the CSM uses to drive strategy. Project Governance: Manage all internal milestones, ensuring the service delivery team and the client are hitting their deadlines. Nothing falls through the cracks on your watch. Revenue Support: Proactively monitor client usage and needs to flag upsell opportunities for the CSM. Documentation & Foundations: Act as the gatekeeper for client financial data, ensuring all documentation is organized, accurate, and ready for the accounting teams. What You'll Bring: Experience: 1–3 years supporting B2B client onboarding in Professional Services (Accounting, Finance, or Tech Services). Project Management: Proven experience in implementation or complex coordination. A PMP or CAPM certification is a massive advantage. Technical Excellence: Advanced Excel skills (Pivot Tables, VLOOKUPs, Data Visualization) and CRM hygiene. Education: Bachelor’s Degree (Accounting or Finance preferred) or comparable experience in similar field. Comprehensive Benefits & Perks: Health & Wellness: Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company. Financial Security: Company-paid Short-Term and Long-Term Disability insurance. Work/Life Balance To Include: Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave. Remote Work Setup: Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup. 401k: With a company match
Responsibilities
The Customer Success Senior Associate is responsible for managing the client lifecycle, focusing on onboarding, technical implementation, and data integrity. They ensure smooth operations behind the scenes in partnership with a Customer Success Manager.
Customer Success Senior Associate at Graphite Financial Group
, , United States - Full Time
Skills Needed
Project Management, Data Analysis, Client Onboarding, Technical Implementation, Data Visualization, Crm Management, Excel, Financial Reporting
Specialization
Candidates should have 1-3 years of experience in supporting B2B client onboarding, preferably in Professional Services. A Bachelor's degree in Accounting or Finance is preferred, along with advanced Excel skills and project management experience.
Experience Required
Minimum 2 year(s)
Associate QA cum Customer Support at RAKUNA
Hà Nội, , Vietnam - Full Time
Skills Needed
Quality Assurance, Customer Support, Test Management Software, Programming Languages, Qa Methodologies, Web Based Testing, Mobile Testing, Selenium Webdriver, Attention To Detail, Problem Solving, English Communication, Agile Development, Jira, Version Control Systems, Customer Success, Sales Support
Specialization
Candidates must have 1-2 years of QA experience and a good understanding of testing methodologies and tools. Strong communication skills in English and the ability to work both independently and as part of a team are essential.
Associate QA cum Customer Support at RAKUNA
Hà Nội, , Vietnam - Full Time
Skills Needed
Quality Assurance, Test Management Software, Programming Languages, Qa Methodologies, Web Based Testing, Mobile Testing, Selenium Webdriver, Attention To Detail, Communication Skills, Customer Support, Technical Issue Resolution, Feedback Analysis, Agile Development, Project Tracking Software, Version Control Systems, Customer Success
Specialization
Candidates must have 1-2 years of QA experience and a good understanding of test management software and QA methodologies. Strong communication skills in English and the ability to work both autonomously and in a team are also required.
Customer Experience Associate III at Conduent
Visakhapatnam, Andhra Pradesh, India - Full Time
Skills Needed
Data Organizing, Coordination, Analytical Process, Operational Process, Problem Solving, Client Resolution, Customer Needs Identification, Call Center Activities, Standard Scripts, Guidelines Adherence, Empathy, Database Updating, Issue Escalation, Policy Explanation
Specialization
This role requires expanding skills within an analytical or operational process, maintaining appropriate licenses, training, and certifications, and applying experience to complete assigned work with limited supervision. Candidates must be able to problem-solve independently, evaluate issues, and exchange information effectively to achieve the best outcome for clients and end-users.
Experience Required
Minimum 2 year(s)
Customer Experience Associate III at Conduent
Visakhapatnam, Andhra Pradesh, India - Full Time
Skills Needed
Data Organizing, Coordination, Analytical Process, Operational Process, Problem Solving, Client Resolution, Customer Needs Identification, Call Center Activities, Standard Scripts, Guidelines Adherence, Empathy, Database Updating, Issue Escalation, Policy Explanation
Specialization
This role requires expanding skills within an analytical or operational process, maintaining necessary licenses, training, and certifications, and applying experience to complete assigned work with limited supervision. Candidates must demonstrate the ability to problem-solve independently and evaluate solutions to achieve the best outcome for clients and end-users.
Experience Required
Minimum 2 year(s)
Customer Due Diligence Associate at Vanguard
Melbourne, Victoria, Australia - Full Time
Skills Needed
Attention To Detail, Organizational Skills, Time Management, Verbal Communication, Written Communication, Teamwork, Financial Services, Kyc, Cdd, Financial Crime, Compliance, Problem Solving, Documentation, Client Management, Regulatory Knowledge, Continuous Improvement
Specialization
The ideal candidate should have an undergraduate degree or equivalent experience, with 0-2 years of relevant work experience preferred. Experience in financial crime, AML/CTF, or compliance roles is a plus but not required.
Sales Customer Associate - Remote at Beacon National Agency
Tulsa, Oklahoma, United States - Full Time
Skills Needed
Sales, Client Success, Financial Consulting, Life Insurance, Annuities, Iul, Relationship Building, Presentation Skills, Communication, Advising, Lead Generation, Mentorship, Autonomy, Time Management, Problem Solving, Customer Service
Specialization
The job is suited for highly motivated individuals who are self-starters and thrive in a flexible, home-based environment. Experience in sales or financial consulting is preferred but not explicitly required.
Sales Customer Associate - Remote at Beacon National Agency
Sanford, Florida, United States - Full Time
Skills Needed
Sales, Client Success, Financial Consulting, Life Insurance, Annuities, Iul, Presentation Skills, Relationship Building, Communication Skills, Analytical Skills, Problem Solving, Customer Service, Mentorship, Digital Tools, Lead Generation, Enrollment Guidance
Specialization
The job is suited for highly motivated individuals who are self-starters and thrive in a flexible environment. Experience in sales or financial services is beneficial but not explicitly required.
Sales Customer Associate - Remote at Beacon National Agency
Mason, Ohio, United States - Full Time
Skills Needed
Sales, Client Success, Financial Consulting, Life Insurance, Annuities, Iul, Relationship Building, Presentation Skills, Communication, Lead Generation, Mentorship, Autonomy, Time Management, Problem Solving, Customer Service, Negotiation
Specialization
The job is suited for highly motivated individuals who are self-starters and thrive in a flexible, home-based environment. Experience in sales or financial services is beneficial but not explicitly required.
Sales Customer Associate - Remote at Beacon National Agency
New York, New York, United States - Full Time
Skills Needed
Sales, Client Success, Financial Advisory, Life Insurance, Annuities, Iul, Presentation Skills, Relationship Building, Consultation, Communication, Lead Generation, Mentorship, Autonomy, Goal Setting, Problem Solving, Time Management
Specialization
The job is suited for highly motivated individuals who are self-starters and thrive in a flexible environment. Experience in sales or financial services is beneficial but not explicitly required.
Sales Customer Associate - Remote at Beacon National Agency
Cranston, Rhode Island, United States - Full Time
Skills Needed
Sales, Client Success, Financial Consulting, Life Insurance, Annuities, Iul, Presentation Skills, Relationship Building, Communication, Problem Solving, Lead Generation, Mentorship, Digital Tools, Autonomy, Time Management, Customer Service
Specialization
The job is suited for highly motivated individuals who are self-starters and thrive in a flexible environment. Experience in sales or financial consulting is beneficial but not explicitly required.
Sales Customer Associate - Remote at Beacon National Agency
Chandler, Arizona, United States - Full Time
Skills Needed
Sales, Consulting, Client Relationship Management, Needs Assessment, Financial Advising, Presentation Skills, Virtual Meetings, Lead Management, Enrollment Guidance, Self Starter, Persuasion
Specialization
Candidates must be highly motivated, self-starters who thrive in a flexible, home-based environment and are driven to help clients build their financial legacy. This is a 1099 independent contractor, commission-only role where performance is the sole determinant of success.
Sales Customer Associate - Remote at Beacon National Agency
Temecula, California, United States - Full Time
Skills Needed
Sales, Consulting, Client Relationship Management, Needs Assessment, Financial Advising, Presentation Skills, Virtual Meetings, Lead Management, Enrollment Guidance, Self Starter
Specialization
Candidates must be highly motivated inside sales consultants and self-starters who thrive in a flexible, home-based environment, focusing on authentic connection rather than cold calling. This is a 1099 independent contractor, commission-only role where performance is the sole determinant of success.
Sales Customer Associate - Remote at Beacon National Agency
Cleveland, Ohio, United States - Full Time
Skills Needed
Sales, Consulting, Client Relationship Management, Needs Assessment, Financial Advising, Presentation Skills, Virtual Meetings, Lead Qualification, Enrollment Guidance, Self Starter, Persuasion
Specialization
Candidates must be highly motivated, self-starters who thrive in a flexible, home-based environment, focusing on authentic connection rather than cold calling. Success is determined solely by the individual's drive and performance in this commission-only, independent contractor role.
Sales Customer Associate - Remote at Beacon National Agency
Redmond, Washington, United States - Full Time
Skills Needed
Sales, Consulting, Client Relationship Management, Needs Assessment, Financial Advising, Presentation Skills, Virtual Meetings, Lead Qualification, Enrollment Guidance, Self Starter
Specialization
Candidates must be highly motivated inside sales consultants and self-starters who thrive in a flexible, home-based environment, focusing on authentic connection rather than cold calling. Success is determined solely by the individual's drive and performance in this 1099 independent contractor, commission-only role.
Sales Customer Associate - Remote at Beacon National Agency
Fort Worth, Texas, United States - Full Time
Skills Needed
Inside Sales, Consulting, Client Relationship Management, Needs Assessment, Financial Advising, Presentation Skills, Virtual Meetings, Lead Management, Enrollment Guidance, Self Starter, Persuasion
Specialization
Candidates must be highly motivated, self-starters who thrive in a flexible, home-based environment, focusing on authentic connection rather than cold calling. This is a 1099 independent contractor, commission-only role where performance is the sole determinant of success.
Customer Service Representative - Paranaque at Gordon M. Buitendorp Associates, Inc.
Parañaque, Metro Manila, Philippines - Full Time
Skills Needed
Communication, Problem Solving, Customer Profiling, First Call Resolution, Record Keeping, Team Collaboration, Product Information, Service Information
Specialization
Candidates must be at least a High School Graduate (Old Curriculum) and must be proficient in both spoken and written English, with or without prior Business Process Outsourcing experience. Applicants must also be willing to work fully on-site in Paranaque and adhere to a shifting schedule.
Sr Customer Success Manager at ServiceNow
São Paulo, Southeast, Brazil - Full Time
Skills Needed
Customer Success, Ai Integration, Project Management, Problem Solving, Collaboration, Servicenow, Technical Health, Success Plays, Use Cases, Business Outcomes, Innovation, Guidance, Escalation Management, Creativity, Analysis, Resolution
Specialization
Candidates should have a minimum of 7 years of related work experience and experience in integrating AI into work processes. ServiceNow certifications are also required.
Experience Required
Minimum 5 year(s)
Sr Customer Success Manager at ServiceNow
Santa Clara, California, United States - Full Time
Skills Needed
Customer Success, Ai Integration, Project Management, Problem Solving, Collaboration, Servicenow Products, Technical Health, Success Plays, Use Case Development, Escalation Management, Business Outcomes, Innovation, Creativity, Analysis, Resolution
Specialization
Candidates should have a minimum of 7 years of related work experience and experience in integrating AI into work processes. ServiceNow certifications are also required.
Experience Required
Minimum 5 year(s)
Sr Customer Success Manager at ServiceNow
Santa Clara, California, United States - Full Time
Skills Needed
Customer Success, Ai Integration, Project Management, Problem Solving, Collaboration, Servicenow Products, Technical Health, Success Plays, Use Case Development, Escalation Management, Business Outcomes, Innovation, Creativity, Analysis, Resolution
Specialization
Candidates should have at least 7 years of related work experience and experience with AI integration in work processes. ServiceNow certifications are also required.
Experience Required
Minimum 5 year(s)
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