Customer Success Assistant

Are you passionate about helping customers succeed while driving growth and expanding revenue Were looking for a Customer Success Representative located in Leander TX who thrives at the intersection of relationship management and this role youll be the primary point of contact for a portfolio of clients helping them unlock the full value of our product while identifying new opportunities for upsell renewal and long-term retention.

This is more than supportits about driving client outcomes and growing revenue through strategic conversations strong rapport and a deep understanding of customer goals.

What Youll Do

• Own and manage a book of business serving as the trusted advisor and point of contact for each client

• Proactively engage with customers to ensure satisfaction product adoption and ongoing return on investment

• Identify expansion opportunities such as upsells add-ons or feature upgrades and collaborate with the sales team to close

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

• Track customer health usage metrics and satisfaction scores to flag risks and intervene early

• Deliver onboarding product training and strategic check-ins to drive client success

• Collaborate cross-functionally with Product Support and Marketing to surface feedback and advocate for client needs

• Maintain accurate notes and pipeline activity in the CRM such as Salesforce or HubSpot

What Were Looking For

• Early career talent wanted: 0-3 years experience in a customer centric role

• Strong relationship-building and communication skills comfortable speaking with decision-makers

• A consultative value-driven mindset with an ability to spot growth opportunities

• Driven goal-oriented and energized by KPIs tied to retention and revenue

• Familiarity with CRM tools and customer success platforms such as Salesforce Gainsight or HubSpot

• Experience in SaaS tech or a subscription-based model is a plus

What We Offer

• Competitive base salary plus commission or performance bonuses

• Opportunities for advancement into senior customer success or account executive roles

• Comprehensive onboarding training and career development support

• Collaborative fast-paced team culture with plenty of recognition

• Health benefits paid time off and flexibility including remote or hybrid work options