The Associate Customer Success Manager supports customer relationships, assists with adoption and satisfaction efforts, and prepares renewals and reporting.
The Associate Customer Success Manager (ACSM) supports digital-led customers in Tier 4, providing foundational customer relationship support and assisting with adoption, satisfaction, and retention efforts. This role develops core Customer Success skills and serves as an entry point for advancing to direct account ownership roles.
This position is remote and open to candidates located in the U.S. If the selected candidate resides in Minnesota, the role will follow a hybrid schedule with in-office work required two days per week at our St. Louis Park, MN office.
What you’ll be doing:
·Assist with day-to-day customer questions and support on platform basics.
·Coordinate onboarding tasks and help customers navigate Total Expert tools.
·Support CSMs with account health checks, renewals, and reporting preparation.
·Help manage digital engagement programs for lower-tier accounts.
·Track and document customer interactions and feedback in the Customer Success platform.
·Identify simple upsell opportunities and route to senior team members.
·Participate in customer training sessions and shadow QBRs.
What we are looking for:
·Strong curiosity and desire to learn Customer Success.
·1–2 years of client-facing experience (support, account coordinator, or similar).
·Excellent communication and organizational skills.
·Enthusiasm for technology and financial services.
·Ability to collaborate closely with a team and follow structured processes.
Compensation/Benefits: The anticipated base salary range for this role is $60,000 - $75,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. The role is also eligible for variable compensation based on achievement of quota targets. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Top Skills
Customer Success Platform
Total Expert Tools
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