Customer Success Associate

What you will do for Sectona

We are looking for a Customer Success Associate to join our fast-paced team. You will serve as the heartbeat of our customer operations, keeping our data pristine, our dashboards current, and facilitate synchronization between internal stakeholders and customer team.

Primary Responsibilities:

• Customer Touchpoints: Conduct regular check-ins with customers, diagnose their technical roadblocks, and brief internal support teams for fast resolution.
• Dashboard & Tracker Ownership: Build and maintain customer-specific project trackers and dashboards to drive accountability and transparency across all assigned accounts.
• CRM Hygiene & Management: Execute continuous data hygiene within the CRM platform to ensure all records reflect current account statuses.
• Interaction Logging: Record precise notes, feedback, and action items against customer profiles immediately following meetings.
• Channel Maintenance: Keep reliable, open channels of communication active between the company and our client base.

Requirements

Skills and Experience you require:

• 0-2 years of experience in Customer Success
• Outstanding interpersonal and communication skills
• Detail-oriented mindset with experience or comfort using CRM tools and tracking dashboards.
• Bachelor's degree in a relevant discipline and a strong customer-first attitude are encouraged to apply.

Nice-to-have Skills:

• To track operational metrics (utilization, adoption, satisfaction score, etc.)- Data Literacy
• Familiarity with building or updating reporting layouts and dashboards to present these metrics and list down account health
• Guide a customer through structured onboarding presentation and familiarize them with key stakeholders for their account.