Customer Success Associate

Symphony

New York (NY)

On-site

USD 70,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Competitive benefits
Build your own Benefits (BYOB)
Local events and team building

Job summary

Symphony is seeking a Customer Success Associate to drive adoption and use of its platform in New York. This role supports customers post-sale and collaborates with various teams to enhance customer onboarding and engagement.

The ideal candidate has experience in customer-facing roles, possesses strong communication skills, and is comfortable in a fast-paced environment. Salary range is $70,000 - $80,000 per year with a bonus plan.

Additional benefits include competitive perks and opportunities for professional development.

Qualifications

  • 1+ years of experience in Customer Success, Account Management, or related roles.
  • Highly organized and able to manage multiple customer activities simultaneously.
  • Strong communication and presentation skills.

Responsibilities

  • Support Account Management and Customer Success teams in onboarding activities.
  • Assist customers with deployment plans and engagement initiatives.
  • Deliver product demonstrations and training sessions.
  • Partner with Marketing and Product teams to maintain customer resources.
  • Track engagement activities and metrics.
  • Work cross-functionally to support issue resolution.
  • Build subject-matter expertise in Symphony's platform.

Skills

Customer Success
Account Management
Support
Strong communication skills
Presentation skills
Learning new technologies

Job description

About us @Symphony

Secure. Connected. Intelligent.

Symphony is an AI-powered communication and technology company fueled by interconnected platforms: messaging, voice, directory and analytics.

Our end-to-end encrypted technologies enable over 1,400 institutions to accelerate AI impact, prioritize data security, navigate complex regulatory compliance and optimize business interactions.

Role Description:

The Customer Success Associate supports customers post-sale by helping drive adoption and effective use of Symphony's platform. Working closely with the Account Management, Sales, and Customer Success teams, this role focuses on customer onboarding, engagement activities, and day-to-day support that enables customers to realise value from Symphony.

The Customer Success Associate has a good understanding of customer workflows, an interest in financial services, and growing knowledge of how Symphony is used across firms. They help deliver product demonstrations, support common use cases, and guide customers toward best practices. The Specialist collaborates across internal teams and ensures customer interactions run smoothly and efficiently.

Responsibilities:
  • Support the Account Management and Customer Success teams in onboarding and re-engagement activities to drive customer adoption and usage
  • Assist customers with deployment plans and coordination of engagement initiatives to ensure timely and smooth execution
  • Deliver standard product demonstrations and training sessions to help customers understand Symphony functionality and common best practices
  • Partner with Marketing and Product teams to maintain and update customer-facing resources (collateral, training materials, documentation)
  • Track engagement activities and adoption metrics; provide feedback and insights to help improve customer programs and internal processes
  • Work cross-functionally to support issue resolution and ensure a consistent, high-quality customer experience
  • Build subject-matter expertise in Symphony's platform and the industry to better support customers
Required Qualifications:
  • 1+ years of experience in Customer Success, Account Management, Support, or related client-facing roles in SaaS or technology
  • Highly organized and able to manage multiple customer activities simultaneously
  • Strong communication and presentation skills
  • Comfortable learning new technologies and supporting customers in a technical product environmentEnjoys a fast-paced environment and working directly with customers
Preferred Qualifications:
  • Experience in financial services, FinTech, or enterprise SaaS
  • Exposure to project coordination or customer onboarding
  • Familiarity with enterprise communication or collaboration tools
  • Proficiency in Spanish or Portuguese is a plus
Compensation:
  • Salary Range: $70,000 - 80,000 base salary per year
  • Bonus Plan
Benefits and Perks:
  • Regional specific competitive benefits
  • Build your own Benefits (BYOB) perk
  • Local events, team building, and development opportunities

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

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