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

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.