Client Success

Neara; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

Onshore in New York is seeking a Client Success Associate to lead onboarding, build trusted client relationships, and coordinate cross-functional efforts to ensure successful product delivery.

You will train clients on our platform, translate complex requirements into actionable tasks, and stay ahead of industry changes to advise clients on new technologies and incentives. A proactive, client-focused mindset is essential.

Qualifications

• 3–5 years in a Client Success, Account Management, or customer-facing role.
• Exceptional communication and interpersonal skills.
• Ability to manage multiple clients and projects with strong attention to detail.
• Comfortable presenting to and training clients on software platforms.
• Proactive problem-solver with a client-first attitude.
• Strong intuition and analytical skills to understand client business operations.
• Bonus: experience with Salesforce or Asana.
• Bonus: experience in tax credits and incentives space.

Responsibilities

• Lead new client onboarding with hands-on guidance and product walkthroughs tailored to each client.
• Build strong relationships to drive satisfaction and engagement; act as main contact for platform needs.
• Coordinate with Product, Sales, Engineering to resolve client issues.
• Look for ways to improve client experience and engagement.
• Provide SME guidance during client engagements; translate technical concepts into clear requirements.
• Stay ahead of industry developments to advise clients on new technologies and regulatory changes.
• Lead technical discovery sessions to identify gaps, risks and optimization opportunities.
• Maintain accurate project data, manage milestones and tasks for transparent delivery.

Skills

Client Success

Account Management

Communication

Interpersonal Skills

Project Coordination

Training Clients

Problem Solving

CRM Tools

Asana

Tax Credits / Incentives

Tools

Salesforce

Asana

Job description

Client Success Associate

Job type: Full Time · Department: Client Success · Work type: On-Site · USD 100,000-120,000 / year

Locations: New York, New York, United States; Houston, Texas, United States (Remote)

Who we are looking for:

• 3-5 years of experience in a Client Success, Account Management, or other customer-facing role.
• Exceptional communication and interpersonal skills.
• Ability to manage multiple clients and projects with strong attention to detail.
• Comfortable presenting to and training clients on software platforms.
• Problem‑solver with a proactive mindset, and a “client‑first” attitude.
• Ability to apply strong intuition and analytical skills to ensure complete and accurate understanding of client business operations.
• Bonus points for experience with CRM tools such as Salesforce and/or Asana.
• Bonus points for experience within the tax credits and incentives space.

What you’ll be doing:

• Lead new client onboarding, ensuring a smooth and engaging transition onto our platform. Provide hands‑on guidance and product walkthroughs tailored to each client’s needs.
• Build strong, trust‑based relationships with clients to drive satisfaction and engagement. Serve as the client’s advocate and main point of contact for all platform‑related needs.
• Coordinate and work cross‑functionally with internal departments (ie: Product, Sales, Engineering) to resolve client issues or requests.
• Continuously look for ways to improve client experience and increase client success.
• Provide subject matter expertise during client engagements, translating complex technical concepts into clear requirements that enable accurate and successful project delivery.
• Stay ahead of industry developments to proactively advise clients on new technologies, regulatory changes, and competitive dynamics.
• Lead technical discovery sessions, leveraging deep industry knowledge to identify gaps, risks, and optimization opportunities.
• Maintain clean, accurate project data while managing milestones and tasks to ensure transparent, organized, and on‑track product delivery.

Life at Onshore:

• Rewarding Compensation Packages: We aim to ensure every employee feels valued and appreciated. The annual base salary for this position ranges from $100,000 - $120,000 with an additional bonus component.
• Healthcare Benefits: We provide comprehensive medical, dental, and vision plans along with FSA and HSA options.
• Unlimited Time Off: We believe in supporting work‑life balance and overall well‑being, which is why we offer unlimited PTO. This allows you to take the necessary time to rest, recharge, and attend to personal matters whenever needed.
• Paid Parental Leave: We provide dedicated paid leave to support new parents, emphasizing our commitment to supporting families and helping employees prioritize their time with loved ones during this significant life event.
• Office Environment and Perks: Experience our collaborative and thriving workspace in New York City, complemented by a fully stocked kitchen, regular company gatherings, and a vibrant culture that fosters strong morale and connections among team members.
• Personal and Professional Growth: Leverage the diverse team environment to support your development through workshops, mentorship and team‑building activities.

Onshore was founded to tackle a common problem: businesses wasting months chasing documents, risking audits or missing incentives. At Onshore, unlock valuable tax benefits like R&D Tax Credits, 179D Deductions, and Cost Segregation using innovative consulting and advanced AI technology. Our efforts have returned millions to clients by transforming untapped opportunities into tangible results. As we scale rapidly and seize massive growth potential, we are seeking confident, curious and collaborative professionals to help drive our next phase of expansion.

We welcome applicants from all backgrounds and are proud to be an Equal Opportunity Employer. Every qualified candidate will be considered for hire without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability or protected veteran status. Onshore is deeply committed to diversity, equity and inclusion within our organization.