Client Success Advocate - SaaS CRM (Remote)

MaziCTools; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive health plan

Remote work

401k plan

Job summary

MaziCTools is seeking a Client Success Associate to guide customers through our CRM platform, ensuring a smooth onboarding and ongoing adoption. You will deliver customized trainings, facilitate collaboration with Product and Support teams, and help clients realize value.

Ideal candidates combine SaaS/B2B education experience with strong communication skills and a proactive, ethical mindset. Remote-friendly role with competitive compensation and benefits.

Qualifications

• 2–4+ years in SaaS or B2B product education.
• Experience in the financial services industry is a plus.
• Willing to work in a fast-paced, collaborative environment.
• Strong communication via screen sharing, email, and phone.
• Being able to think quickly and solve problems is a must.
• Dependable, ethical, and always ready to help our clients.

Responsibilities

• Lead onboarding training sessions for retail, mid-market, and enterprise clients.
• Work closely with clients to map their processes and business objectives, offering tailored guidance to maximize platform use.
• Continuously create and refine training materials for specific client personas to support long-term engagement.
• Collaborate with Sales and Onboarding teams to ensure a seamless customer journey during onboarding and beyond.
• Create, organize, and maintain a comprehensive set of educational resources in the Side interest entryway video library and help desk.

Skills

SaaS experience

B2B training

Financial services

Communication skills

Fast thinking

Reliability

Job description

MaziCTools is seeking a Client Success Associate to guide customers through our CRM platform, ensuring a smooth onboarding and ongoing adoption. You will deliver customized trainings, facilitate collaboration with Product and Support teams, and help clients realize value.

Ideal candidates combine SaaS/B2B education experience with strong communication skills and a proactive, ethical mindset. Remote-friendly role with competitive compensation and benefits.