Client Strategy Associate

Endsight; Napa (CA); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

100% paid medical for employee and family

Dental & Vision

401(k) with employer matching

Accrued Paid Time Off

9 Paid Holidays

Career Pathing

Job summary

Endsight is seeking a Client Strategy Associate based in Napa, CA. In this role, you will support the Client Strategy team, ensuring that client strategy processes are executed efficiently and effectively. You will engage with various teams to improve client health and satisfaction.

The position requires 3-5 years of relevant experience, strong communication, and organizational skills. Enjoy benefits like full medical coverage, a supportive team, and opportunities for growth.

Qualifications

• 3-5 years of experience in client success or account coordination.
• Experience in MSP, SaaS, or professional services environments.
• Confidence in managing recurring workflows and client communications.

Responsibilities

• Support executive business reviews and client check-ins.
• Monitor client health trends using dashboards and reports.
• Drive resolution for client issues and escalations.

Skills

Client success

Service delivery

Data analysis

Communication skills

Organizational skills

Tools

CRM tools

PSA tools

Job description

Client Strategy Associate

Department: Client Strategy

Employment Type: Full Time

Location: Napa

Compensation: $65,000 - $80,000 / year

Description

Location: Remote, Must be local to the Napa, CA Area

You’re the kind of person who brings clarity to complexity.

You notice the details that keep things running smoothly—and the patterns that help people make better decisions. When priorities collide or information gets messy, you’re the one who brings order, calm, and forward motion.

You care about client experience. You like connecting dots across teams, translating data into insight, and making sure nothing important slips through the cracks. And you want your work to matter—to clients, to teammates, and to the business.

That’s where Endsight comes in.

Who We Are:

Endsight is a fast-growing IT Managed Service Provider built on one core belief:

When we help others thrive, we thrive too.

We partner with small and mid-sized organizations—including nonprofits—to ensure their technology delivers real business value. Our teams collaborate across strategy, service delivery, finance, and operations to create thoughtful, high-impact client experiences.

Working at Endsight feels a bit like being part of a great university—you’ll learn fast, build strong relationships, and grow alongside people who care deeply about doing great work.

Benefits

• Medical: Company pays 100% of the base plan for the employee and family
• Dental & Vision
• 401(k) with employer matching
• Accrued Paid Time Off
• 9 Paid Holidays
• Career Pathing

Purpose — What You’ll Do

As a Client Strategy Associate (CSA), you’ll support our Pods’ Client Strategy teams by helping ensure client strategy processes are executed consistently and effectively. You’ll work closely with General Managers, Technical Account Managers, and cross-functional teams to improve client health, retention, and satisfaction.

Your work will include:

• Supporting executive business reviews (EBRs) and client check-ins through scheduling, preparation, data analysis, and follow-up
• Monitoring client health trends and surfacing risks or opportunities using dashboards and reports
• Helping drive resolution for client issues, disputes, and escalations across teams
• Supporting onboarding, renewals, invoicing, and client communications using Endsight best practices
• Collaborating with Finance, Professional Services, Support, and Sales to ensure a cohesive client experience
• For experienced CSAs, managing a small portfolio of clients to ensure they realize value from Endsight’s solutions

Who Thrives Here

• Take pride in helping clients and teammates succeed
• Enjoy organizing information, managing follow-through, and improving processes
• Communicate clearly, calmly, and professionally—especially when stakes are high
• Are comfortable working with data, systems, and structured workflows
• Like collaborating across teams and building trusted relationships
• Want to grow your career in client strategy, customer success, or account leadership

Experience & Skills

We’re looking for someone with 3–5 years of relevant experience, such as:

• Client success, account coordination, or service delivery roles
• MSP, SaaS, or professional services environmentsCross-functional, client-facing work involving operations, finance, or support

You’ll be successful if you bring:

• Strong organizational and follow-up skills
• Experience working in CRM and/or PSA tools
• Confidence managing recurring workflows (reporting, scheduling, invoicing support, escalations)
• Excellent written and verbal communication skills
• A service-oriented mindset and steady approach under pressure

Why Join Endsight

• Work with a collaborative, purpose-driven team
• Build skills in client strategy, analytics, and cross-functional leadership
• Make a direct impact on client retention and satisfaction
• Grow in a company that invests in learning, career paths, and doing the right thing

Join a Team That’s All-In on Helping You Thrive

If you’re ready to grow your impact, sharpen your client strategy skills, and help organizations thrive through thoughtful execution and collaboration—we’d love to meet you.

Apply today and let’s build something excellent together.