Client Success Associate, New Client Engagement
The Client Success Associate in New Client Engagement at Confidential Client is responsible for ensuring new and prospective clients receive exceptional value through tailored onboarding and product demonstrations. This role involves strategic relationship building, understanding client business priorities, and collaborating with sales teams to drive client engagement and support Confidential Client's growth. The position offers a dynamic, inclusive environment with opportunities for professional development and impact in the AI-driven business landscape.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Position overview
Confidential Client is seeking a Client Success Associate (New Client Engagement) to join their Client Success organization in Irving, TX. This role focuses on onboarding new and upgraded clients, demonstrating platform capabilities to prospects, and driving early engagement that proves value and supports sales outcomes.
- Employment type: Contract / Full-time
- Location: Irving, TX (on-site / hybrid as required by the client)
- Salary range: USD 53,000 - 77,000 per year
What you’ll do
- Lead prospect and client calls to understand priorities and challenges and articulate how Confidential Client’s products and services deliver value.
- Deliver tailored product demonstrations and platform walkthroughs for prospects to support the sales process.
- Provide a customized onboarding experience for new and upgraded clients, ensuring a seamless transition to ongoing service delivery.
- Collaborate closely with Sales and internal partners to remove barriers and maximize client outcomes.
- Research prospective and existing organizations, C-suite priorities, market trends, and competitors to prepare relevant materials that drive impact.
- Track and document client interactions, next steps, and outcomes in internal systems.
What we’re looking for
- 6+ months of relevant professional experience and/or internship experience in client-facing, onboarding, or sales-support roles.
- Strong verbal and written communication skills; ability to influence and build relationships with executives and stakeholders.
- Demonstrated organization, time management, prioritization, and critical thinking skills.
- Comfortable adapting to a fast-paced environment and shifting priorities.
- Bachelor’s degree preferred but not required.
What you’ll get
- Competitive base salary (USD 53,000 - 77,000 per year) and participation in a bonus or role-based incentive program where eligible.
- Medical, Dental & Vision plans, generous PTO, parental leave, Employee Assistance Program, 401(k) matching and additional benefits.
- Collaborative, diverse team culture and access to professional development and world-class training.
- Opportunities for career growth across client success, sales, and service delivery functions.
About Confidential Client
Confidential Client delivers research, insights, and platform-based services that help enterprise leaders make better decisions. The New Client Engagement team is focused on creating excellent first impressions—demonstrating product value to prospects and providing structured, high-touch onboarding experiences that set clients up for long-term success.
Legal & accessibility notes
Confidential Client is committed to equal employment opportunity. Reasonable accommodations are available for applicants with disabilities during the application and interview process; please request accommodations through the hiring team or the contact provided in your application materials.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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