Customer Success & Growth Associate

Join an innovative AI startup thats transforming the future of financial decision-making.

Were partnering with a fast-growing early-stage technology company that is building an AI-powered platform for financial institutions private credit firms and investment professionals. By combining artificial intelligence with deep industry expertise the company helps customers analyze complex financial data streamline due diligence and make faster more informed credit and investment decisions. The platform is designed to reduce hours of manual analysis into minutes while maintaining enterprise-grade security and transparency.

As the company continues to grow were seeking a highly organized motivated Customer Success & Growth Associate to work directly with the founder and play a key role in supporting customers driving business development and helping scale commercial operations.

This is an outstanding opportunity for an early-career professional who enjoys working with customers has an interest in finance and AI and wants exposure to nearly every aspect of building a high-growth startup.

• Support customer onboarding and ongoing client relationships.
• Join customer meetings product demonstrations and sales presentations.
• Research prospective customers and build target account lists.
• Assist with outbound prospecting and customer follow-up.
• Maintain CRM records and manage sales pipeline activity.
• Coordinate LinkedIn content and marketing initiatives.
• Help prepare proposals presentations and customer communications.
• Conduct market and competitive research.
• Partner directly with the founder on day-to-day commercial initiatives.

• 0-3 years of professional experience.
• Bachelors degree preferred in Business Finance Economics Marketing or a related field.
• Strong written and verbal communication skills.
• Highly organized with exceptional attention to detail.
• Self-starter with a strong work ethic and willingness to learn.
• Comfortable interacting with customers and executives.
• Interest in startups financial technology or artificial intelligence.
• Familiarity with AI tools such as ChatGPT Claude or Gemini is a plus.

• Fully remote position.
• Competitive base compensation plus uncapped commission (option for fractional/part time with build up to full-time)
• Direct mentorship from an experienced founder.
• Opportunity to make a meaningful impact at an early-stage AI company where your responsibilities and career can grow alongside the business.
• If youre looking for a role that blends customer success sales marketing and startup operationsand you thrive in an entrepreneurial environmentwed love to hear from you.