Customer Success Assistant

About the Role

Located in Houston TX

Are you passionate about building relationships helping customers succeed and driving growth Were looking for a Customer Success Assistant who thrives at the intersection of client support and revenue this role youll be the go-to partner for a portfolio of clientshelping them realize the full value of our product while identifying opportunities for upsells renewals and long-term retention.

This isnt just supportits about becoming a trusted advisor guiding strategic conversations and driving measurable outcomes for both the customer and the business.

What Youll Do

• Manage a portfolio of accounts acting as the primary point of contact and trusted advisor

• Proactively engage customers to ensure satisfaction product adoption and strong ROI

• Spot growth opportunities (upsells add-ons feature upgrades) and partner with Sales to close

• Lead renewal discussions with a focus on retention and long-term value

• Monitor customer health usage data and satisfaction scores to anticipate and address risks early

• Deliver onboarding product training and ongoing check-ins to maximize client success

• Partner with Product Support and Marketing teams to surface feedback and champion customer needs

• Maintain clear accurate records of client interactions and pipeline activity in CRM tools (Salesforce HubSpot Gainsight etc.)

What Were Looking For

• Early career candidates (03 years) with experience in customer-facing or relationship-driven roles

• Excellent communication and relationship-building skills; comfortable engaging with decision-makers

• Consultative value-driven mindset with an ability to spot opportunities for growth

• Goal-oriented motivated by KPIs tied to retention and revenue outcomes

• Familiarity with CRM or customer success platforms (Salesforce HubSpot Gainsight etc.)

• Bonus: experience in SaaS tech or subscription-based business models

What We Offer

• Competitive base salary plus commission/performance bonuses

• Clear growth path into Senior Customer Success or Account Executive roles

• Comprehensive onboarding training and career development support

• Collaborative high-energy team culture with plenty of recognition

• Health benefits paid time off and flexible remote/hybrid work options