Located in Lafayette, LA
Are 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 Do
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Own and manage a book of business, serving as the trusted advisor and point of contact for each client
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Proactively engage with customers to ensure satisfaction, product adoption, and ongoing return on investment
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Identify expansion opportunities such as upsells, add-ons, or feature upgrades, and collaborate with the sales team to close
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Lead renewal conversations with a focus on long-term value and retention
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Track customer health, usage metrics, and satisfaction scores to flag risks and intervene early
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Deliver onboarding, product training, and strategic check-ins to drive client success
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Collaborate cross-functionally with Product, Support, and Marketing to surface feedback and advocate for client needs
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Maintain accurate notes and pipeline activity in the CRM such as Salesforce or HubSpot
What We're Looking For
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Early career talent wanted: 0-3 years experience in a customer centric role
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Strong relationship-building and communication skills, comfortable speaking with decision-makers
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A consultative, value-driven mindset with an ability to spot growth opportunities
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Driven, goal-oriented, and energized by KPIs tied to retention and revenue
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Familiarity with CRM tools and customer success platforms such as Salesforce, Gainsight, or HubSpot
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Experience in SaaS, tech, or a subscription-based model is a plus
What We Offer
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Competitive base salary plus commission or performance bonuses
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Opportunities for advancement into senior customer success or account executive roles
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Comprehensive onboarding, training, and career development support
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Collaborative, fast-paced team culture with plenty of recognition
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Health benefits, paid time off, and flexibility including remote or hybrid work options
Skills: relationship management,client retention,customer success platforms,customer engagement,saas,goal-oriented,consultative approach,product training,upselling,renewal conversations,saas experience,crm,revenue,upsell,crm tools,sales collaboration,salesforce,renewal,customer,product adoption,renewal management,cross-functional collaboration,strategic conversations,onboarding,communication,consultative mindset,hubspot,customer satisfaction,kpi management,communication skills,training,customer success,sales,customer health tracking