About the Opportunity
The Customer Success Associate (CSA) delivers scalable customer success engagements that support customer adoption, value realization, and successful business outcomes. This position operates on a rotating schedule that shifts every quarter, starting on the night shift.
What You'll Get to Do
Customer Engagement & Success
- Deliver proactive and reactive customer success engagements across digital, 1, and 1:1 engagement models.
- Respond to inbound customer success requests, providing timely, accurate, and value-focused guidance.
- Deliver webinars and presentations that improve product adoption and customer outcomes.
- Engage in 1:1 customer calls where appropriate to provide context, improve understanding, or resolve issues related to inbound cases.
- Support customer de-escalation and coordinate internal stakeholders to deliver successful customer outcomes.
Adoption & Value Realization
- Help customers maximize value from Dayforce by promoting product adoption and recommended best practices.
- Use customer context and insights from Salesforce, ChurnZero, and other internal systems to prepare for customer engagements.
- Identify customer risks, advocacy opportunities, and potential Value Added Services (VAS) opportunities, referring them to the appropriate teams.
Operational Excellence
- Manage assigned customer engagements and priorities to deliver high-quality outcomes.
- Maintain accurate customer information and engagement activity within Salesforce and ChurnZero, ensuring data integrity and visibility across systems.
- Use Salesforce and ChurnZero to track customer interactions, monitor engagement activity, and support prioritization of customer work.
- Embrace emerging technologies, including AI-enabled tools, to improve productivity, customer preparation, and communication quality.
- Contribute to process improvements, customer success programs, and operational initiatives that enhance the effectiveness of the Customer Success Hub.
Collaboration
- Partner with Customer Success, Sales, Services, Support, Managed Operations, and other internal teams to deliver successful customer outcomes.
- Share customer insights and feedback to improve customer experience and internal processes.
- Build positive relationships with customers while acting as a trusted representative of the Customer Success Hub.
- Contribute to team initiatives that support the continued evolution of the Customer Success function.
Skills and Experience We Value
- 2+ years in a customer-facing role, preferably within Customer Success, Customer Support, SaaS, HR Technology, or Payroll.
- Bachelor's degree or equivalent experience.
- Strong written, verbal, presentation, and customer communication skills.
- Familiarity with HCM/Payroll software and SaaS customer success practices.
- Proven ability to manage multiple priorities in a fast-paced environment.
- Demonstrated AI proficiency, including the ability to use AI-enabled tools to enhance productivity, improve communication quality, and support customer engagement preparation.