Customer Success Associate - New York - Greenboard

    Greenboard
    Greenboard New York

    1 week ago

    Description
    Overview
    At Greenboard, we're building the future of financial compliance. Greenboard provides financial firms with an all-in-one compliance platform, replacing the need to buy and manage 4+ separate SaaS tools.
    As a customer success associate you'll play a key role in ensuring every client and reselling partner has a smooth and successful journey with us. You'll support onboarding, manage day-to-day client interactions, and partner with internal teams to deliver an exceptional customer experience.
    This is a full-time, on-site role located in NYC.
    What You'll Work On
    • Own customer onboarding from kickoff through successful implementation
    • Guide customers through account setup, training, and early adoption
    • Serve as the day-to-day point of contact for customers and reselling partners
    • Build trusted relationships with customer stakeholders at all levels
    • Translate complex product and compliance concepts into clear, simple guidance
    • Partner with Sales, Engineering, and Support to resolve issues quickly
    • Collect and synthesize customer feedback to influence product improvements
    • Track onboarding progress, time-to-value, and customer satisfaction metrics
    • Monitor churn risk indicators and proactively address issues
    • Identify opportunities to improve onboarding efficiency and customer experience
    Who Are You?
    • A high-energy, positive communicator who enjoys helping customers succeed
    • Comfortable juggling multiple customers and priorities at once
    • Proactive and action-oriented - you don't wait to be told what to do
    • Organized, detail-oriented, and calm under pressure
    • Curious and resourceful in fast-moving, early-stage environments
    • Excited to work cross-functionally with Sales, Product, and Engineering
    Qualifications
    Required
    • 1-3 years of experience in Customer Success, Implementation, Account Management, or a related role
    • Exceptional written and verbal communication skills
    • Strong organizational skills and ability to manage competing priorities
    • Sound judgment in prioritizing critical customer issues
    • Willingness to take ownership in an early-stage startup environment
    Preferred
    • Familiarity with SaaS tools (Jira, Notion, CRM platforms)
    • Experience working with fintech, compliance, or financial operations products
    • Exposure to onboarding, implementations, or post-sales workflows
    • Startup experience or comfort operating with limited structure
    Benefits
    • Salary range: $80,000-$120,000 + meaningful equity
    • 401(k) with 5% company match
    • Medical, dental, and vision coverage
    • 15 days PTO + 10 company holidays + flexible sick time
    • Off-sites and team retreats
    • Front-row seat to building the operating backbone of modern finance
    About Greenboard
    Greenboard is building the "Rippling for financial compliance." Our mission is to help regulated financial firms run best-in-class compliance programs with half the headcount.

  • Customer Success Associate

    1 month ago

    Only for registered members New York

    Are you passionate about helping financial advisors and institutions succeed? Join a fast-growing fintech platform that is transforming how wealth managers deliver value to their clients. · ...

  • Customer Success Associate

    1 month ago

    Only for registered members New York $80,000 - $100,000 (USD)

    We re seeking individuals with a passion for innovation, a commitment to excellence, and a drive to further elevate and empower our customers. · If you re ready to make a meaningful impact and be part of a dynamic, forward-thinking company, we invite you to explore our job opport ...

  • Customer Success Associate

    2 weeks ago

    Only for registered members New York

    We are growing our Customer Success team based out of our NYC office. The Customer Success Associate role is a foundational role with the autonomy to define and shape our customer onboarding and support processes from the ground up. · ...

  • Client Success Associate

    1 month ago

    Only for registered members New York

    This Client Success Associate position is a remote job opportunity that requires experience in client success, account management, or other customer-facing roles. The ideal candidate will have excellent communication and interpersonal skills, be able to manage multiple clients an ...

  • Customer Success Associate

    4 weeks ago

    Only for registered members New York

    +We're looking for a Customer Success Associate to join our growing team.In this role, you'll be the voice of Onyx Odds—helping our users get the most out of the platform, answering questions, resolving issues, and turning everyday interactions into memorable experiences. · + · + ...

  • Customer Success Associate

    5 days ago

    Only for registered members New York

    + The Customer Success Associate provides day-to-day operational support for a CRM/Analytics platform for full-service Investment Banks and Asset Management firms. · ...

  • Customer Success Associate

    1 week ago

    Only for registered members New York Full time $80,000 - $120,000 (USD)

    We're building the future of financial compliance. As a customer success associate you'll play a key role in ensuring every client and reselling partner has a smooth and successful journey with us. · Own customer onboarding from kickoff through successful implementation · Guide c ...

  • Customer Success Associate

    1 month ago

    Only for registered members New York

    We are a fast-growing healthtech company transforming how healthcare organizations deliver care through AI-powered workflow automation, remote patient engagement, and chronic care programs. · ...

  • Customer Success Associate

    1 month ago

    Only for registered members New York $66,500 - $82,100 (USD)

    We're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. · ...

  • Client Success Associate

    3 weeks ago

    Only for registered members New York $95,000 - $105,000 (USD)

    Client Success Associate at Ethic. · Ethic is looking for exceptional Client Success candidates to support the growth of our client base. The Client Success function serves as the main point of contact for clients in their day-to-day service needs. · You'll work closely with Rel ...

  • Customer Success Associate

    1 month ago

    Only for registered members New York

    We are growing our Customer Success team based out of our NYC office.The Customer Success Associate role is a foundational role with the autonomy to define and shape our customer onboarding and support processes from the ground up. · Owning all aspects of customer implementation, ...

  • Client Success Associate

    2 weeks ago

    Only for registered members New York Remote job

    The Client Success team follows a Client for Life Philosophy, ensuring every Gartner client receives value far exceeding their investment. Associates partner with clients to understand their business priorities and provide support in making decisions for their business. · ...

  • Customer Success Associate

    1 month ago

    Only for registered members New York $80,000 - $120,000 (USD)

    We are seeking a confident, curious and collaborative professional to help drive our next phase of expansion as a Client Success Associate. The annual base salary for this position ranges from $80,000 - $120,000 with an additional bonus component. · Lead new client onboarding · B ...

  • Customer Success Associate

    1 month ago

    Only for registered members New York, NY

    We are growing our Customer Success team based out of our NYC office. The Customer Success Associate role is a foundational role with the autonomy to define and shape our customer onboarding and support processes from the ground up. · ...

  • Customer Success Associate

    3 weeks ago

    Only for registered members New York

    We are looking for a Customer Success Associate to join our team in NYC.We're still a small team—which means high ownership, high equity, and the chance to shape the product from the ground up. · Event Planning: · Deployments: · Technical Sales: · ...

  • Client Success Associate

    6 days ago

    Only for registered members New York Full time $60,000 - $75,000 (USD)

    The Client Success Associate is responsible for all aspects of the post-sales relationships and achieving goals with our campuses. · Own the entire post-sales relationship with Grubhub Campus signed accounts,valid_job{1}: ...

  • Customer Success Associate

    1 week ago

    Only for registered members New York $80,000 - $120,000 (USD)

    As a customer success associate you'll play a key role in ensuring every client and reselling partner has a smooth and successful journey with us. · ...

  • Customer Success Associate

    1 month ago

    Only for registered members New York Full time

    We're looking for a Customer Success Associate to support our growing portfolio of live banking clients. You'll manage relationships with financial institutions, ensuring they successfully use our platform while driving retention, expansion, and customer satisfaction. · This is a ...

  • Customer Success Associate

    1 week ago

    Only for registered members New York, NY

    As a customer success associate you'll play a key role in ensuring every client and reselling partner has a smooth and successful journey with us. · ...

  • Customer Success Associate

    2 weeks ago

    Only for registered members New York, NY

    The Customer Success Associate provides day-to-day operational support for a CRM/Analytics platform for full-service Investment Banks and Asset Management firms. · Interfaces with senior management and research analysts in response to documenting and tracking issues, resolving is ...

  • Customer Success Associate

    4 weeks ago

    Only for registered members New York, NY

    We re looking for a Customer Success Associate to join our growing team. In this role, you ll be the voice of Onyx Odds helping our users get the most out of the platform answering questions resolving issues and turning everyday interactions into memorable experiences. · ...

Jobs
>
Customer success associate
>
Jobs for Customer success associate in New York City