Client Success Associate — Build Relationships & Growth

Working Capital Marketplace; Irvine (CA); On-site; USD 33,692 - 45,448; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Employee discounts

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Working Capital Marketplace (WCMP) in Irvine, CA is seeking a Customer Success Associate to build lasting relationships with business owners, help them achieve their goals, and identify financing opportunities.

This role is in-office, full-time, offering a starting salary of $39,520 per year plus monthly commissions. It suits someone who enjoys connecting with people, staying organized, and creating value through proactive communication.

Qualifications

• Excellent communication and relationship-building abilities.
• Highly organized with strong attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• CRM experience, Salesforce desirable.

Responsibilities

• Relationship Management: manage a portfolio of business owners after funding; conduct Monthly Business Reviews to understand client needs and goals; build trust and become the client’s first call for financing needs.
• Portfolio Management: maintain accurate CRM records and client notes; collect updated business statements and documentation; monitor account activity and coordinate follow-ups.
• Opportunity Development: identify renewal, refinance, and growth opportunities; generate referrals through exceptional client service; partner with internal teams to deliver financing solutions.
• Ready to drive renewals and referrals by staying connected to clients, understanding their businesses, and identifying opportunities before they arise.

Skills

Communication skills

Relationship-building

Organization

Multitasking

Team player

Tools

Salesforce

Job description

Working Capital Marketplace (WCMP) in Irvine, CA is seeking a Customer Success Associate to build lasting relationships with business owners, help them achieve their goals, and identify financing opportunities.

This role is in-office, full-time, offering a starting salary of $39,520 per year plus monthly commissions. It suits someone who enjoys connecting with people, staying organized, and creating value through proactive communication.