Customer Success Associate

Jobtailor; Denver (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Denver is seeking a proactive coordinator to bridge the Customer Success, Sales, Finance, Legal, and Security teams. You will manage system administration for the Kharon app, including user setup, help center updates, and usage monitoring.

You will also support onboarding vendors, gathering banking details, W-9s, and billing information to enable smooth client setups. You will collaborate with Sales to ensure proper handoffs and a seamless post-sale journey, while partnering with

Qualifications

• 2+ years of professional experience, preferably in client services, customer success, or sales support roles.
• Strong organizational skills and attention to detail, with the ability to manage multiple clients and deadlines simultaneously.
• Excellent verbal and written communication skills, with the ability to build relationships with clients and internal stakeholders.
• Experience working with sales teams and handling sensitive client information (e.g., banking details, legal documents).
• Ability to work cross-functionally in a collaborative environment.
• Familiarity with risk assessments and compliance standards is a plus.
• Experience with Google Suite, Microsoft Office, CRM software, or other related tools is a plus.
• Experience with Sales-forward AI agents or platforms is a must.

Responsibilities

• Act as the liaison between the Customer Success, Sales, Finance, Legal, and Security teams to ensure that all client-related processes are running smoothly.
• Perform various system administration functions within the Kharon application, including user setup and changes, help center updates, and usage monitoring.
• Support the onboarding of Kharon as a vendor for its clients, including gathering critical information such as banking details, W-9s, legal names, billing addresses, and any other documentation required for setup.
• Collaborate closely with the Sales team to gather all required handoff information, ensuring a seamless transition to the post-sale customer journey.
• Partner with the Security team to assist in handling periodic client risk assessments and ensure compliance with internal and external standards.
• Support the Customer Success team as needed on customer deliverables and special projects.
• Provide information on usage metrics at client and/or internal request.
• Assist with Requests for Proposal (RFP).

Skills

System Administration

User Setup

Usage Monitoring

Onboarding Support

Documentation Management

Cross-functional Collaboration

Relationship Building

Attention to Detail

Education

Bachelor's degree in Business, Communications, or related field

Tools

CRM Software

Sales-Forward AI Platforms

Job description

• Act as the liaison between the Customer Success, Sales, Finance, Legal, and Security teams to ensure that all client-related processes are running smoothly.
• Perform various system administration functions within the Kharon application, including user setup and changes, help center updates, and usage monitoring.
• Support the onboarding of Kharon as a vendor for its clients, including gathering critical information such as banking details, W-9s, legal names, billing addresses, and any other documentation required for setup.
• Collaborate closely with the Sales team to gather all required handoff information, ensuring a seamless transition to the post-sale customer journey.
• Partner with the Security team to assist in handling periodic client risk assessments and ensure compliance with internal and external standards.
• Support the Customer Success team as needed on customer deliverables and special projects.
• Provide information on usage metrics at client and/or internal request.
• Assist with Requests for Proposal (RFP).

Requirements

• Bachelors degree in Business, Communications, or a related field preferred.
• 2+ years of professional experience, preferably in client services, customer success, or sales support roles.
• Strong organizational skills and attention to detail, with the ability to manage multiple clients and deadlines simultaneously.
• Excellent verbal and written communication skills, with the ability to build relationships with clients and internal stakeholders.
• Experience working with sales teams and handling sensitive client information (e.g., banking details, legal documents) is preferred.
• Ability to work cross-functionally in a collaborative environment.
• Familiarity with risk assessments and compliance standards is a plus.
• Experience with Google Suite, Microsoft Office, CRM software, or other related tools is a plus.
• Experience with Sales-forward AI agents or platforms is a must.

Core Competencies

Demonstrates strong organizational skills and attention to detail while managing multiple clients and deadlines. Proficient in collaborating cross-functionally and handling sensitive client information in compliance with internal and external standards.

Highest-signal resume keywords

• Client Services Experience
• Sales Support Experience
• Risk Assessment Familiarity
• Google Suite Proficiency
• Microsoft Office Proficiency

ATS Optimization Keywords

Hard Skills

• System Administration
• User Setup
• Usage Monitoring
• Onboarding Support
• Documentation Management

Soft Skills

• Strong Organizational Skills
• Excellent Communication Skills
• Relationship Building
• Attention to Detail
• Collaborative Work Style

Industry Keywords

• Client Risk Assessments
• Compliance Standards
• Requests for Proposal

Tools & Technologies

• CRM Software
• Sales-Forward AI Platforms