Boosted.ai is building AI purpose-built for finance to help teams do more. Our mission is to optimize investing and boost productivity. We’re already trusted by leading enterprises and developers with over $5T under management with Boosted.ai.
From the fastest growing hedge funds to global financial institutions, our tool lets our users stay ahead of the competition with AI that works for them. We believe that modern investment professionals will win the future of finance by using the best tools; a unique competitive edge powered by data, experimentation, and automation.
Boosted.ai is the platform they use to cut through data overload, outpace competitors, and reclaim their time. We’re looking for sharp, low-ego people to help teams find their edge.

POSITION DESCRIPTION

Boosted.ai is seeking a motivated Client Success Associate to join our dynamic team. In this role, you will serve as a vital point of contact for our clients, helping them navigate our software platform and ensuring they derive maximum value from our services. You will work collaboratively with various internal teams to support our clients’ needs across all accounts.
We are seeking an ambitious professional who is eager to build a career at the intersection of finance and cutting-edge AI technology. This role offers the opportunity to develop your skills and expertise in customer success, with the potential to transition into an account management position. As you grow in this role, you will take on the responsibility of driving growth and retention for a portfolio of clients, playing a key part in their success and our company’s continued innovation.

BE YOU, WITH US

We’re working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply even if your experience doesn’t precisely match the job description. We strive to evaluate all applicants consistently without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class

• Provide exceptional support to clients by answering queries and assisting with software navigation.
• Ability to create and optimize prompts and workflows using agentic AI to enhance client interactions and drive efficient solutions.
• Ownership of designated accounts and/or management of a shared account pool through queue or incident routing tools, ensuring timely resolution of client inquiries and effective resource allocation.
• Conduct regular follow-up calls with clients to ensure satisfaction and engagement with our products.
• Assist in creating presentations and materials to educate clients about our offerings and enhancements.
• Track client engagement metrics to identify opportunities for improvement and proactive outreach.
• Collaborate with internal teams to resolve issues and implement client feedback to improve processes.
• Maintain a comprehensive understanding of our products and services to assist customers effectively.
• Help optimize existing Client Success processes and support initiatives to enhance the customer experience.