Client Success Associate

• Partner with up to 3 CSMs across 10–12 client accounts to support day-to-day client needs.
• Respond to tactical client requests (e.g. pulling reports, answering product questions, creating follow-up materials).
• Build and populate client-facing resources such as kick-off decks, insights presentations, and training materials using CreativeX templates.
• Pull and analyse client usage data to prepare for strategic meetings or track progress against KPIs.

• Track onboarding and project milestones in our client management platform (Vitally) and flag any risks or delays.
• Coordinate with internal teams (Product, Support, Product Operations) to ensure timely resolution of client issues.
• Assist in managing out-of-office coverage for client accounts, helping maintain continuity of service.

• Contribute to early-stage insights and “story starter” slides that help clients identify creative performance trends.
• Support the design of adoption campaigns and training plans that help client teams embed CreativeX in their workflows.
• Pilot new tools, workflows, or AI features to help the CS team deliver insights more effectively.
• Collaborate with Product, Marketing, and Enablement teams to gather client feedback, case studies, or data trends.

• Improve and document repeatable CS processes to enhance efficiency and onboarding.
• Build functionality in Vitally to automate common tasks and standardise workflows.
• Administer the client NPS survey and contribute to internal reporting.

• Client-Centric & Empathetic: You listen actively, communicate clearly, and enjoy helping clients succeed.
• Analytical & Curious: You like solving problems and are comfortable working with data to spot patterns or insights.
• Proactive & Organised: You manage multiple tasks independently, take ownership, and follow through.
• Collaborative: You enjoy working cross-functionally and value feedback and shared learning.
• Adaptable: You learn quickly, embrace change, and stay calm under pressure.

• Hands-on experience supporting enterprise clients at some of the world’s biggest brands.
• Exposure to creative data analytics and AI-driven insights.
• Structured progression plan toward a Client Success Manager role, with clear milestones and coaching.
• The opportunity to influence how CreativeX delivers world-class client experiences.

• 1–2 years in a client-facing, account support, or project coordination role (SaaS, advertising, or marketing preferred).
• Comfortable with data in Excel or Google Sheets.
• Excellent communication and presentation skills.
• Strong organisational skills and attention to detail.
• Excited by technology, creativity, and helping clients grow.'

NYC Compensation Range: $60,000–$70,000 USD base salary + annual bonus