CTIO - Activation & Customer Success - Experienced Associate
The CTIO - Activation & Customer Success - Experienced Associate at Confidential Client focuses on engaging with clients to understand their needs and drive successful outcomes, enhancing satisfaction through innovative software solutions and strong relationship management. This role combines technical skills with creative problem-solving to support client onboarding, manage customer interactions, and deliver quality work in a dynamic environment, fostering long-term partnerships and personal growth.
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, Customer Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You'll Do
Confidential Client is hiring an experienced associate to support CTIO activation and customer success activities. In this role you will partner with clients and internal teams to ensure smooth onboarding, high satisfaction, and measurable outcomes. You will combine client-facing communication with hands-on use of CRM and analytics tools to drive retention and growth.
- Engage directly with clients to understand goals, success metrics, and technical or business requirements
- Support onboarding and adoption programs that accelerate time-to-value
- Use CRM systems to manage client relationships and track engagement workflows
- Analyze client and usage data to identify risks, opportunities, and recommended actions
- Troubleshoot client issues and coordinate cross-functional problem resolution
- Document outcomes, best practices, and lessons learned to improve future engagements
- Contribute to continuous improvement initiatives and share insights with stakeholders
Responsibilities
- Build and maintain strong client relationships that drive satisfaction and retention
- Manage day-to-day customer interactions, escalations, and communication plans
- Support onboarding processes including project planning, training coordination, and success milestones
- Leverage data analytics to inform client strategies and improve service delivery
- Collaborate with product, engineering, and operations teams to deliver client solutions
- Track client health metrics and provide actionable recommendations to stakeholders
- Own personal development goals and deliver consistent, high-quality work
Qualifications
- Bachelor’s degree (required)
- Minimum 1 year of relevant experience in customer success, client services, or a related role
- Experience using Customer Relationship Management (CRM) tools to manage client activity
- Strong verbal and written communication skills; active listening and clear documentation
- Analytical mindset with the ability to gather data, discern patterns, and make recommendations
- Ability to manage multiple priorities in a fast-paced environment and adapt to diverse client needs
Preferred Qualifications
- Master’s degree or MBA preferred
- Experience with data analytics tools or reporting platforms to drive client insights
- Background in onboarding, customer activation, or SaaS customer success programs
- Demonstrated ability to influence cross-functional teams and improve customer outcomes
Compensation & Benefits
- Salary range: $50,500 - $140,000 (actual pay depends on skills, experience, qualifications, and location)
- Eligible for an annual discretionary bonus
- Benefits may include medical, dental, vision, 401(k), paid holidays, vacation, and family leave (benefits vary by location and role)
- Confidential Client is committed to competitive, equitable pay and compliance with applicable pay transparency laws
Location & Employment Type
- Location: Greensboro, NC
- Employment type: Full-time
- This role may include hybrid or remote work components depending on business needs and candidate location; final work arrangement will be confirmed by Confidential Client.
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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