CUSTOMER SUCCESS ASSOCIATE RESUME EXAMPLE
Published: September 16, 2024 – The Customer Success Associate supports customers in using Inflo to provide audit and accounting services while maintaining the CRM system and recording new leads. This role includes identifying opportunities for process improvements, automation, and customer training initiatives, while also providing regular MI reporting. Additionally, the associate assists Sales in setting up prospective customers for success and advocates for customer needs in higher education.


Tips for Customer Success Associate Skills and Responsibilities on a Resume
1. Customer Success Associate, Blue Wave Solutions, Austin, TX
Job Summary:
- Take responsibility for responsive, timely, and relevant service provided via all communication channels.
- Adheres to and applies protocols, processes, and guidelines to accomplish daily business activities, including billing, policy services, and other projects as assigned.
- Be accurate and efficient in daily tasks and work, including communications, policy docs, mailings, and follow-up communications.
- Seeks resolution to issues to ensure top customer experience, while also anticipating ways in which to prevent future issues.
- Advocates for the customer and their perspective as they work with Pie for their workers’ comp needs.
- Offering prompt, informative support via live chat, phone and email
- Improving customer satisfaction score
- Going the extra mile to ensure customers feel valued
- Maintaining a high level of professionalism around sensitive information
- Contributing clear and constructive feedback to the product team
Skills on Resume:
- Customer Service Excellence (Soft Skills)
- Process Adherence (Hard Skills)
- Efficient Communication (Soft Skills)
- Issue Resolution (Soft Skills)
- Customer Advocacy (Soft Skills)
- Multi-channel Support (Hard Skills)
- Customer Satisfaction Improvement (Soft Skills)
- Professionalism with Sensitive Data (Soft Skills)
2. Customer Success Associate, Pinnacle Growth Partners, Denver, CO
Job Summary:
- Work closely with customers from the moment they join the Wisr community and throughout their journey, from onboarding through renewal
- Manage the technical and project portions of onboarding new customers
- Support customers and end users, in partnership with CSMs and the VP of Customer Success, to ensure they are fully adopting and integrating Wisr products into their institutions
- Provide guidance clear guidance in managing and monitoring customers to ensure their needs and any issues are resolved quickly
- Create customer enablement materials such as articles, tutorial videos, webinars, and more
- Provide technical support and troubleshooting via a support ticketing system for end users
- Act as a channel for customer feedback as they present their goals and needs to improve Wisr
- Perform onsite or webinar-based training for customers
- Work cross-functionally throughout the organization, communicating customers' needs with engineering and product, ensuring support requests are resolved promptly
Skills on Resume:
- Customer Onboarding (Soft Skills)
- Project Management (Hard Skills)
- Product Adoption Support (Soft Skills)
- Customer Issue Resolution (Soft Skills)
- Customer Enablement Content (Hard Skills)
- Technical Support (Hard Skills)
- Customer Feedback Management (Soft Skills)
- Training Delivery (Soft Skills)
3. Customer Success Associate, Horizon Tech Systems, Raleigh, NC
Job Summary:
- Reporting to the Customer Success Manager
- Be the first point of contact for customers requiring support using Inflo to provide services to their audit and accounting clients
- Support customer training in the use of Inflo to provide effective and efficient audit and accounting services
- Maintain Customer Relationship Management (CRM) system to record new customer leads and opportunities
- Provide regular MI reporting to the wider team
- Identify opportunities for process improvement and automation projects
- Identify opportunities for new features or customer training initiatives
- Assisting Sales in setting up prospective customers for success
- Be a strong advocate for customers in higher education
Skills on Resume:
- Customer Support (Soft Skills)
- Customer Training (Soft Skills)
- CRM Management (Hard Skills)
- MI Reporting (Hard Skills)
- Process Improvement (Soft Skills)
- Feature Identification (Soft Skills)
- Sales Support (Soft Skills)
- Customer Advocacy (Soft Skills)