Client Strategy Associate

Endsight

Job Location:

San Diego, CA - USA

Yearly Salary: $ 65000 - 80000

Posted on: 6 days ago

Vacancies: 1 Vacancy

Job Summary

Location: Remote Local to the San Diego CA or Napa CA Area

Youre the kind of person who brings clarity to complexity.

You notice the details that keep things running smoothlyand the patterns that help people make better decisions. When priorities collide or information gets messy youre the one who brings order calm and forward motion.

You care about client experience. You like connecting dots across teams translating data into insight and making sure nothing important slips through the cracks. And you want your work to matterto clients to teammates and to the business.

Thats where Endsight comes in.

Who We Are:

Endsight is a fast-growing IT Managed Service Provider built on one core belief:

When we help others thrive we thrive too.

We partner with small and mid-sized organizationsincluding nonprofitsto ensure their technology delivers real business value. Our teams collaborate across strategy service delivery finance and operations to create thoughtful high-impact client experiences.

Working at Endsight feels a bit like being part of a great universityyoull learn fast build strong relationships and grow alongside people who care deeply about doing great work.

Benefits:

Medical: Company pays 100% of the base plan for the employee and family
Dental & Vision
401(k) with employer matching
Accrued Paid Time Off
9 Paid Holidays
Career Pathing

Purpose What Youll Do

As a Client Strategy Associate (CSA) youll support our Pods Client Strategy teams by helping ensure client strategy processes are executed consistently and effectively. Youll work closely with General Managers Technical Account Managers and cross-functional teams to improve client health retention and satisfaction.

Your work will include:

Supporting executive business reviews (EBRs) and client check-ins through scheduling preparation data analysis and follow-up
Monitoring client health trends and surfacing risks or opportunities using dashboards and reports
Helping drive resolution for client issues disputes and escalations across teams
Supporting onboarding renewals invoicing and client communications using Endsight best practices
Collaborating with Finance Professional Services Support and Sales to ensure a cohesive client experience
For experienced CSAs managing a small portfolio of clients to ensure they realize value from Endsights solutions

Who Thrives Here

Youll do well in this role if you:

Take pride in helping clients and teammates succeed
Enjoy organizing information managing follow-through and improving processes
Communicate clearly calmly and professionallyespecially when stakes are high
Are comfortable working with data systems and structured workflows
Like collaborating across teams and building trusted relationships
Want to grow your career in client strategy customer success or account leadership

Experience & Skills
Were looking for someone with 35 years of relevant experience such as:

Client success account coordination or service delivery roles
MSP SaaS or professional services environments
Cross-functional client-facing work involving operations finance or support

Youll be successful if you bring:

Strong organizational and follow-up skills
Experience working in CRM and/or PSA tools
Confidence managing recurring workflows (reporting scheduling invoicing support escalations)
Excellent written and verbal communication skills
A service-oriented mindset and steady approach under pressure

Why Join Endsight

Work with a collaborative purpose-driven team
Build skills in client strategy analytics and cross-functional leadership
Make a direct impact on client retention and satisfaction
Grow in a company that invests in learning career paths and doing the right thing

Join a Team Thats All-In on Helping You Thrive

If youre ready to grow your impact sharpen your client strategy skills and help organizations thrive through thoughtful execution and collaborationwed love to meet you.

Apply today and lets build something excellent together.

Required Experience:

Location: Remote Local to the San Diego CA or Napa CA AreaYoure the kind of person who brings clarity to complexity.You notice the details that keep things running smoothlyand the patterns that help people make better decisions. When priorities collide or information gets messy youre the one who bri...