Associate CSM to Enterprise Accounts - Growth Path

april; New York (NY); Hybrid; USD 75,000 - 105,000; Full time

Job summary

april is seeking an Associate Customer Success Manager to partner with a Senior CSM, supporting strategic wealth management and enterprise clients while building the skills to manage a book of business. You will gain hands-on experience participating in client meetings, driving day-to-day account management, coordinating cross-functional initiatives, and helping ensure successful partner outcomes.

As you grow, you will progressively take ownership of client relationships, with the goal of

Qualifications

• Experience in customer success, account management or related client services roles.
• Experience with enterprise or wealth management clients is a plus.
• Strong written and verbal communication; ability to foster trust with stakeholders.

Responsibilities

• Partner with Senior CSM to support strategic wealth management and enterprise clients.
• Participate in client meetings, implementation discussions, business reviews, and ongoing account management activities.
• Build trusted relationships with client stakeholders while learning how to navigate complex organizations.
• Own day-to-day client requests, follow-ups, and project coordination to ensure an exceptional partner experience.
• Collaborate cross-functionally with Product, Engineering, Tax Operations, and Implementation teams to execute client initiatives.
• Help identify opportunities to expand partner engagement and deliver additional value.
• Gradually assume ownership of client calls and account management responsibilities as you develop in the role.

Skills

Client relationship management

Account management

Project coordination

Strong communication

Analytical mindset

Job description

april is seeking an Associate Customer Success Manager to partner with a Senior CSM, supporting strategic wealth management and enterprise clients while building the skills to manage a book of business. You will gain hands-on experience participating in client meetings, driving day-to-day account management, coordinating cross-functional initiatives, and helping ensure successful partner outcomes.

As you grow, you will progressively take ownership of client relationships, with the goal of