- Company Name
- Optix
- Job Title
- Customer Success Associate
- Job Description
-
Job Title: Customer Success Associate
Role Summary: Acts as a product expert and primary client contact, driving adoption, retention, and expansion of the Optix SaaS platform within a portfolio of B2B customers.
Expectations: • Manage a large, proactive client portfolio while delivering customer success metrics (e.g., adoption rates, retention, expansion) • Utilize AI tools to streamline support, data analysis, and customer engagement • Collaborate cross‑functionally with Technical Support, Product, and Sales to resolve issues and capture feedback • Build and maintain an accurate client interaction record and contribute to support content development.
Key Responsibilities: • Serve as the main point of contact for assigned clients, building strong, long‑term relationships • Educate clients on product features, benefits, and best practices in one‑on‑one and group settings • Plan, schedule, and facilitate onboarding sessions for new clients • Proactively engage clients based on lifecycle milestones and health signals • Support client adoption of new features, ensuring achievement of critical milestones • Monitor client health, identify churn risks, and initiate retention conversations • Identify and pursue expansion opportunities, upsell and gated features • Resolve client issues in partnership with Technical Support, Product, and Sales teams • Maintain accurate CRM records of interactions, feedback, and action plans • Contribute to the development of client resources (guides, webinars, videos, help articles).
Required Skills: • 3+ years in customer success, account management, or support in a technology/SaaS environment • Exceptional written and verbal communication, empathetic, concise, typo‑free • Strong client education and training ability (virtual & live) • Proactive, solutions‑oriented mindset with a focus on client value • Excellent time management, organization, and prioritization skills • Ability to work independently and collaboratively • Familiarity with customer success tools (Intercom, HubSpot) and engagement frameworks (health monitoring, churn prevention) • Experience using AI platforms (ChatGPT, Claude) or AI‑powered success tools is a plus.
Required Education & Certifications: • Not specified in the job description.