Customer Success Assistant

Located in Lafayette, LAAre you passionate about helping customers succeed while driving growth and expanding revenue? We’re looking for a Customer Success Assistant who thrives at the intersection of relationship management and sales. In this role, you’ll be the primary point of contact for a portfolio of clients, helping them unlock the full value of our product while identifying new opportunities for upsell, renewal, and long-term retention.This is more than support—it’s about driving client outcomes and growing revenue through strategic conversations, strong rapport, and a deep understanding of customer goals.What You'll DoOwn and manage a book of business, serving as the trusted advisor and point of contact for each client Proactively engage with customers to ensure satisfaction, product adoption, and ongoing return on investment Identify expansion opportunities such as upsells, add-ons, or feature upgrades, and collaborate with the sales team to close Lead renewal conversations with a focus on long-term value and retention Track customer health, usage metrics, and satisfaction scores to flag risks and intervene early Deliver onboarding, product training, and strategic check-ins to drive client success Collaborate cross-functionally with Product, Support, and Marketing to surface feedback and advocate for client needs Maintain accurate notes and pipeline activity in the CRM such as Salesforce or HubSpot What We're Looking ForEarly career talent wanted: 0-3 years experience in a customer centric role Strong relationship-building and communication skills, comfortable speaking with decision-makers A consultative, value-driven mindset with an ability to spot growth opportunities Driven, goal-oriented, and energized by KPIs tied to retention and revenue Familiarity with CRM tools and customer success platforms such as Salesforce, Gainsight, or HubSpot Experience in SaaS, tech, or a subscription-based model is a plus What We OfferCompetitive base salary plus commission or performance bonuses Opportunities for advancement into senior customer success or account executive roles Comprehensive onboarding, training, and career development support Collaborative, fast-paced team culture with plenty of recognition Health benefits, paid time off, and flexibility including remote or hybrid work options Skills: salesforce,hubspot,kpi management,sales,onboarding,communication skills,consultative mindset,customer health tracking,saas,sales collaboration,saas experience,customer engagement,consultative approach,upsell,product training,renewal,revenue,strategic conversations,product adoption,cross-functional collaboration,communication,renewal conversations,customer success platforms,renewal management,crm tools,upselling,crm,customer satisfaction,training,client retention,customer,goal-oriented,customer success,relationship management