Customer Success Associate
Full-time
US
Oct 19, 2026
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About the Role
This is a remote position. This entry-level position offers growth opportunities and begins with comprehensive in-person training lasting between 3 to 10 weeks. While the role is hybrid, occasional travel for conferences and quarterly onsite team gatherings is necessary. As a Customer Success Manager, you'll embark on a journey to understand all facets of our business, starting from customer service and data entry to mastering various platforms like the Approvely dashboard, CRM software, and more. While direct sales won't be an immediate responsibility, the ideal candidate will eventually transition into a hybrid role that includes a sales component. This position is meant for someone who has a passion for fast growing early-stage startups and can be a Swiss army knife of sorts. This is the perfect time to join the Approvely team and be able to carve their own team and path as we grow." And "All without the bureaucracy of corporate America." Responsibilities: Customer Lifecycle Management: Facilitate onboarding procedures ensuring smooth transitions and user familiarity. Oversee contract renewals and address customer concerns before renewal periods. Drive product adoption strategies by analyzing metrics and customer behavior. Advocacy and Support: Encourage satisfied customers to become advocates for the product/service. Address technical issues, provide guidance, and escalate complex issues when needed. Account Management and Risk Mitigation: Handle bank-related changes, and