Customer Success Associate

Cardata; California (MO); Hybrid; USD 39,000 - 46,000; Full time

Benefits offered by this job

Remote work

Flexible hours

Extended benefits

Wellness spending

EAP

Unlimited time off

Job summary

Cardata is seeking a Customer Success Associate to support customer programs through reporting, analysis and audits. You’ll work with Customer Success Operations and CSMs to deliver accurate analysis that informs renewals and expansion conversations.

This role is a great path toward becoming a future CSM. Based in Ontario, this position emphasizes data literacy, reporting tooling mastery, and strong collaboration with cross‑functional teams.

Qualifications

• 1–3 years of experience in an operations, reporting or data‑focused role.
• Strong working knowledge of Excel: cleaning, comparing data, pivot tables, formulas.

Responsibilities

• Partner with CSMs to understand renewal/goals and data needs.
• Become expert in Cardata’s reporting tools and prepare accurate reports.
• Use Excel to clean, analyze, and verify program data.
• Prepare mileage band audits and rate analyses for program assessment.
• Interpret findings with CSMs and shape recommendations for customer impact.
• Create ad hoc reports and document recurring reporting needs.

Skills

1–3 years exp

Tools

Excel

Job description

Cardata is where driven people make an outsized impact. We’re a small but mighty team transforming how businesses manage vehicle reimbursement — replacing outdated programs with smart, automated solutions.

Our vision is bold: to provide the most comprehensive, intelligent, and automated software and services for creating ideal vehicle programs. And we’re building toward that vision every single day.

Join us and you’ll find challenge, growth, and the chance to deliver real impact — helping hundreds of companies and thousands of drivers across North America focus on the work that matters most to them.

Cardata is looking for a Customer Success Associate with strong data and analytical skills who is interested in building a career in Customer Success. You’ll partner with Customer Success Operations and our Customer Success Managers (CSMs) to support the ongoing management of customer programs through reporting, analysis and audits.You’ll gain hands‑on experience with Cardata’s product, reimbursement programs and the decisions customers make using their data. Your work will help CSMs prepare for program reviews, renewals and expansion conversations by giving them accurate analysis and a clear understanding of what it means for the customer. This role is an opportunity to build the product knowledge and customer perspective needed for a future CSM role.

Note: this role does not own a book of business.

What you’ll do

• Partner with CSMs to understand the goals of upcoming renewals, program reviews, quarterly business reviews and audits, and clarify the data needed for each
• Become an expert in Cardata’s reporting tools, using them to set up and prepare accurate reports
• Use Excel to clean, compare and analyze program data, investigate discrepancies and verify your results
• Prepare mileage band audits, running rate analyses and other reports that help CSMs assess program performance
• Work with CSMs to interpret findings and shape the story, recommendations and customer impact they will bring into presentations and conversations
• Create ad hoc reports for customer needs and document recurring reporting requirements

What you bring

• 1–3 years of experience in an operations, reporting or data‑focused role, such as Operations Assistant, Reporting Coordinator, Data Specialist or Junior Data Analyst
• Strong working knowledge of Excel, including cleaning and comparing data, using pivot tables and writing formulas
• Strong attention to detail and a commitment to accurate work; you use formulas, cross‑checks and other methods to verify results, and question numbers that do not make sense
• Strong active listening and collaboration skills; you can understand a request, ask the right questions and clarify what the analysis needs to answer
• The ability to manage competing deadlines, communicate progress and set clear expectations with colleagues about delivery
• Strong curiosity about what the data means for a customer’s program and the ability to explain findings clearly
• Learning agility and an interest in developing deep knowledge of Cardata’s products, reporting tools and reimbursement programs

Compensation:

In line with Ontario’s Pay Transparency legislation, the expected base compensation for this role is $55,000–$65,000 CAD annually (dependent on experience and competency). This is a vacant position, and we are hiring with intention and seeking someone who will bring new perspective, contribute meaningfully to the team, and grow with the organization.

Why you’ll love working at Cardata:

We’ll be honest — Cardata isn’t for everyone. If you thrive in a fast-paced environment, take extreme ownership, and constantly push yourself (and your work) to be the best, you’ll fit right in.

You’ll be surrounded by driven teammates who genuinely care — about the work, about our customers, and about helping each other succeed. Together, we take on ambitious goals and celebrate the wins along the way.

What we offer in return for you bringing your best:

• Remote work and flexible working hours
• Mentorship and development opportunities (to help you achieve your career goals!)
• Extended medical & dental benefits
• Healthcare spending account
• $3,000 annual Health and Wellness Spending Account to support your overall wellbeing
• Employee assistance program (EAP)
• Flexible (Unlimited) Time Off: No annual cap on vacation, supported by a trust‑based, flexible approach to time away.

Cardata is an equal opportunity employer. All candidates will be equally considered without regard to race, ancestry, place of origin, colour, ethnic origin, language, citizenship, creed, religion, gender/gender identity, sexual orientation, age, marital status, physical and/or mental handicap or financial ability. We are dedicated to creating an inclusive environment where everyone feels welcome to bring their authentic selves to work.

If you require accommodations during the recruitment process, please let us know.