Customer Success Specialist

A trusted leader in business financing is seeking a Customer Success Associate to manage a portfolio of existing clients. The Customer Success Associate will work to deepen the relationship while securing renewal business and identifying new opportunities for growth through upsells and cross-sells

You’ll be the go-to resource for business owners looking to extend or expand their access to capital. This is a high-impact role in a fast-paced, performance-driven environment where strong communication, persistence, and customer empathy are key.

We are seeking someone motivated, relationship-driven, and ready to help our business partners thrive.

Customer Success Associate Responsibilities

• Proactively engage with clients approaching renewal dates to explore refinancing, renewal, and additional funding opportunities
• Identify and present additional financing solutions that support business growth goals
• Serve as the primary point of contact for your clients and providing updates, answering questions, and building trust
• Guide clients through the renewal process
• Track pipeline activity and customer interactions using Salesforce
• Meet or exceed monthly renewal, retention, and upsell targets

Customer Success Associate Requirements

• 2+ years of experience in account management, renewals, or B2B inside sales
• Proven success in high-volume, transactional sales environments
• Strong relationship management and negotiation skills
• Tech-savvy with CRM experience (Salesforce preferred)
• Hunter mentality – comfortable prospecting through large database
• Self-starter with exceptional communication and time management skills
• Able to thrive in a fully remote, fast-paced environment

The position offers a base plus commission structure with an OTE of $75,000-$95,000 first year. It is fully remote with a flexible full time schedule. The company offers a comprehensive benefits package including medical, dental, and vision and 401(k) with company match. Generous PTO, sick leave and paid holidays.

Apply now by sending a resume