Client Success Associate

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

Benefits offered by this job

Healthcare benefits

Unlimited PTO

Paid parental leave

Office culture & perks

Growth opportunities

Job summary

Onshore is seeking a proactive Client Success professional in New York City to lead onboarding and guide clients through our platform. You will build trusted relationships, train customers on software, and act as the main contact for platform needs while coordinating with Product, Sales and Engineering to resolve requests.

You will stay ahead of industry changes, translate complex concepts for clients, and help ensure successful project delivery with meticulous data management.

Qualifications

• 0-3 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.

Responsibilities

• 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 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.
• 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.

Skills

Communication

Interpersonal skills

Project management

Client training

Problem solving

Analytical thinking

CRM tools (Salesforce/Asana)

Tax credits space

Tools

Salesforce

Asana

Job description

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.

Who we are looking for:

0-3 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.

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.