Close: Customer Success Associate

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Company Overview

Close is a growing company focused on creating a customer relationship management (CRM) platform that streamlines sales processes. Founded in 2013, Close emphasizes a communication-first approach, which removes complications like manual data entry. The company is bootstrapped and operating profitably, ensuring that they prioritize their customers' needs and maintain independence from external investors. With a remote team of approximately 100 people, Close aims to help small and scaling businesses succeed without being hindered by sales challenges.

Job Position

The role in question is for a Customer Success Associate (CSA). In this position, the CSA will not manage dedicated accounts but will work with various startups and growing companies as they establish their path with Close. Their primary responsibility is to help new customers navigate the platform effectively, securing their success and improving customer retention rates. The role is essential for ensuring that these businesses build strong sales processes using the Close CRM.

Responsibilities

The CSA will be involved in multiple activities:

  • Training and Onboarding: Virtual training sessions for new and existing customers to familiarize them with the platform.

  • Customer Engagement: Proactively reaching out to potential high-growth customers, setting up account reviews that help in building their sales processes.

  • Customer Research: Conducting research to identify both high-growth prospects and customers at risk of churn.

  • Effective Communication: Working closely with customers through various platforms including SMS, calls, email, and video calls. They'll be interacting with customers who are often co-founders, executives, and sales teams.

  • Collaboration: Coordinating with the Success and Sales teams to ensure smooth transitions for users moving into the platform.

  • Expansion Opportunities: Identifying opportunities for upselling and product expansion.

  • Resource Creation: Identifying the content needs of customers by creating FAQs, white papers, and videos that support their usage of the CRM.

  • Online Engagement: Maintaining communication through the company's online community and utilizing helpdesk software for ongoing customer support.

Required Skills and Experience

Candidates looking to apply for this job should possess the following qualifications:

  • Experience with B2B SaaS: At least one year of professional experience is expected, particularly with software as a service (SaaS) in a business-to-business (B2B) context.

  • Sales Background or CRM Familiarity: Preference is given to candidates who have frontline sales experience or previous work within a CRM platform or a sales enablement tool, as the customers will often be sellers themselves.

  • Communication Skills: Applicants must demonstrate clear and effective communication skills, both verbal and written, as they will be frequently engaging with customers through various channels, including Zoom calls and emails.

  • Independence and Time Management: CSA candidates should thrive in fast-paced environments. Managing time effectively and prioritizing tasks is crucial for delivering prompt customer responses.

  • Relationship Building: Given that the role involves meeting many new customers daily, candidates must have skills to quickly build rapport and trust.

  • Emotional Intelligence: Candidates should possess high emotional intelligence, allowing them to empathize with customer needs while maintaining a friendly demeanor.

  • Startup Experience: Ideal candidates should have prior experience working in a startup, especially within a remote work setting.

  • Location Proficiency: The job is open to candidates physically located in the U.S. and proficient in English, with a preference for those in specific time zones (ET, CT, MT, PT).

Compensation

Although specific salary details are not provided in the job listing, it is typically assumed that scale for roles in customer success varies based on experience, company, and location. Candidates are encouraged to inquire about salary ranges during the application process.

Additional Information

This position is entirely remote, facilitating an opportunity for candidates to work from virtually anywhere in the world. Interested individuals can apply directly through Close's careers page or the specific job advertisements available. The work promises to be dynamic, focused on helping businesses enhance their sales capabilities while leveraging the innovative features of the Close CRM.

Overall, this role at Close presents an exciting opportunity for individuals passionate about customer success within the tech sector, particularly for those experienced in sales and CRM software, seeking to make a tangible impact on customer growth and satisfaction.



This job offer was originally published on weworkremotely.com

Close

Anywhere in the World

Marketing

Full-time

March 28, 2026

25 views

6 clicks on Apply Now


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