Junior Client Success Specialist (Remote)

Remote; San Francisco (CA); Remote; USD 55,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

401(k) plan

Generous PTO

Team building activities

Job summary

RainFocus seeks a detail-oriented Junior Client Success Specialist to create, maintain, and audit Budget to Actual (B2A) artifacts. You will audit administrative workflows to ensure operational excellence and consistency across client accounts.

This role is ideal for an organized professional building a foundation in Client Success and Account Operations, with exposure to Salesforce reports, dashboards, and cross-functional collaboration.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 1–2 years in an analytical, customer service, or administrative role.

Responsibilities

• B2A management and auditing (primary focus ~80%).
• Accuracy audits of B2As to ensure alignment with contracts and schedules.
• Compliance tracking of deliverable milestones; flag discrepancies.
• Asset organization in central repositories and CS tools.

Skills

Attention to detail

Analytical mindset

Clear communication

Time management

Excel/Google Sheets

Education

Bachelor’s degree or equivalent professional experience

Tools

Microsoft Office Suite

Google Workspace

Salesforce

Job description

RainFocus, one of the most innovative software companies in the heart of Utah's Silicon Slopes, is in search of an exceptional Junior Client Success Specialist.

About RainFocus

RainFocus cares about its employees, customers, and the world in which we live. Our rapidly-growing team serves Fortune 500 companies like Adobe, Cisco, IBM, Oracle, VMware, and others to prepare and execute in-person, virtual, and hybrid events, across the world. Those events are delivered through our industry-disrupting software platform, with groundbreaking business intelligence, to elevate the attendee experience, streamline event operations, and accelerate marketing results. We are well-funded, growing fast, and building a company that is changing the market — it will be challenging, fun and exciting.

About the Role

We are looking for a detail-oriented, proactive Junior Client Success Specialist to join our Client Success Management (CSM) team. In this role, you will primarily be responsible for creating, maintaining, and auditing Budget to Actual (B2A) artifacts. Additionally, you will support CSM operations by conducting routine audits of administrative workflows and recurring team tasks to ensure operational excellence and consistency across client accounts.

This is an excellent role for an organized professional looking to build a strong foundation in Client Success and Account Operations.

Key Responsibilities

• B2A Management & Auditing (Primary Focus - ~80%)

  • Creation & Maintenance: Partner with Client Success Management Leadership to create and keep up-to-date B2A documentation for new and existing accounts.

  • Accuracy Audits: Perform regular, structured audits of B2As to ensure alignment with active client contracts, scope changes, and deliverable schedules.

  • Compliance Tracking: Monitor deliverable completion against agreed-upon B2A milestones and flag discrepancies or potential risks to CSM Leadership.

  • Asset Organization: Keep central repositories, knowledge bases, and CSM tools organized and aligned with current B2A standards.

  CS Operations & Administrative Auditing (~20%)

  • Workflow Auditing: Audit recurring administrative tasks across the CSM team (e.g., account health updates, account health scores, recurring weekly administration) to maintain quality control.

  • Process Standardization: Identify gaps in administrative routines and recommend streamlined templates, checklists, or procedural improvements.

  • Reporting & Tracking: Maintain weekly and monthly operational scorecards detailing B2A completion rates and team administrative compliance.

  • Team Support: Assist CSM team members with ad-hoc administrative tasks and cross-functional handoffs as needed.

    • Support other reporting/analysis areas including: Post-Conference dashboard audits/prep, Salesforce reports/dashboard creation and maintenance, Risk report analysis.

Qualifications

• Education & Experience:

  • Bachelor’s degree or equivalent professional experience.

  • 1-2 years of experience in an analytical, customer service, or administrative role.

• Technical Skills:

  • Proficiency with standard office productivity tools (Microsoft Office Suite, Google Workspace).

  • Familiarity with CRM systems (e.g., Salesforce) is a plus.

  • Strong Excel / Google Sheets skills (data entry, basic formulas, filtering, and cross-referencing).

• Core Competencies:

  • Exceptional Attention to Detail: High standard for accuracy when auditing documentation and data.

  • Analytical Mindset: Comfortable reading through contracts or agreements and mapping them to internal operational tasks.

  • Communication: Clear, concise written and verbal skills for coordinating across CSM leadership and Sales Directors.

  • Time Management: Able to prioritize tasks, meet recurring audit deadlines, and manage competing priorities independently.

What Success Looks Like in One Year

• 30 Days: Complete onboarding, gain full understanding of the B2A framework, and shadow CSM Leadership on current account practices.

• 60 Days: Take full ownership of B2A creation and begin running routine weekly audits.

• 90 Days: Establish a standardized administrative auditing process across all recurring CSM team tasks and present initial findings/improvements to CSM Leadership.

Why work at RainFocus?

At RainFocus we delight millions of attendees at large-scale events by delivering better insights, experiences, and marketing. We were able to pivot our product and services offering in 2020 to continue growing and serving new clients and events.

As a member of the RainFocus team, you will have the opportunity to experience first-hand the impact of our platform at events around the world. Additionally, RainFocus offers competitive salaries, competitive benefits, 401k, generous PTO, and countless other team building activities.