Customer Success Assistant

About The Role

Located in Houston, TX

Are you passionate about building relationships, helping customers succeed, and driving growth? We’re looking for a Customer Success Assistant who thrives at the intersection of client support and revenue expansion. In this role, you’ll be the go-to partner for a portfolio of clients—helping them realize the full value of our product while identifying opportunities for upsells, renewals, and long-term retention.

This isn’t just support—it’s about becoming a trusted advisor, guiding strategic conversations, and driving measurable outcomes for both the customer and the business.

What You’ll Do

• Manage a portfolio of accounts, acting as the primary point of contact and trusted advisor
• Proactively engage customers to ensure satisfaction, product adoption, and strong ROI
• Spot growth opportunities (upsells, add-ons, feature upgrades) and partner with Sales to close
• Lead renewal discussions with a focus on retention and long-term value
• Monitor customer health, usage data, and satisfaction scores to anticipate and address risks early
• Deliver onboarding, product training, and ongoing check-ins to maximize client success
• Partner with Product, Support, and Marketing teams to surface feedback and champion customer needs
• Maintain clear, accurate records of client interactions and pipeline activity in CRM tools (Salesforce, HubSpot, Gainsight, etc.)

What We’re Looking For

• Early career candidates (0–3 years) with experience in customer-facing or relationship-driven roles
• Excellent communication and relationship-building skills; comfortable engaging with decision-makers
• Consultative, value-driven mindset with an ability to spot opportunities for growth
• Goal-oriented, motivated by KPIs tied to retention and revenue outcomes
• Familiarity with CRM or customer success platforms (Salesforce, HubSpot, Gainsight, etc.)
• Bonus: experience in SaaS, tech, or subscription-based business models

What We Offer

• Competitive base salary plus commission/performance bonuses
• Clear growth path into Senior Customer Success or Account Executive roles
• Comprehensive onboarding, training, and career development support
• Collaborative, high-energy team culture with plenty of recognition
• Health benefits, paid time off, and flexible remote/hybrid work options

Skills: sales collaboration,renewal conversations,product training,saas experience,upselling,consultative mindset,kpi management,onboarding,consultative approach,salesforce,sales,revenue,communication skills,customer satisfaction,hubspot,customer health tracking,customer,training,saas,relationship management,cross-functional collaboration,communication,crm tools,customer engagement,customer success,crm,renewal,product adoption,renewal management,upsell,client retention,strategic conversations,goal-oriented,customer success platforms