Associate Customer Success Manager

Total Expert(1 month ago)

HybridFull TimeJunior$60,000 - $75,000Customer Success

About this role

The Associate Customer Success Manager supports digital-led, lower-tier customers by providing foundational relationship management to drive product adoption, satisfaction, and retention. This role serves as an entry point into Customer Success, developing core skills while working closely with senior CSMs. It focuses on assisting with onboarding, customer inquiries, and account health activities within a financial technology environment. The position operates within Total Expert’s customer engagement platform serving banks, lenders, and credit unions.

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Required Skills

Customer Support
Onboarding Coordination
Account Health Monitoring
Renewal Support
Report Preparation
Digital Engagement
Customer Documentation
Feedback Tracking
Upsell Identification
Customer Training Support

+7 more

About Total Expert

totalexpert.com

Total Expert is a purpose-built customer engagement platform for financial institutions. It combines CRM, marketing automation, and compliance-aware workflow to help banks, credit unions, and lenders create sustainable growth and increase customer loyalty. The platform centralizes customer data, automates lifecycle campaigns, and delivers reporting and analytics to improve acquisition, cross-sell, and retention. Total Expert integrates with core systems used by financial services and is widely adopted across the industry.