Client Success Associate

About the Role

• Entry-level, commercially focused position with a clear path to grow quickly into a Client Success Manager role based on performance.
• Opportunity for individuals early in their career who are ambitious, goal-oriented, resourceful, and eager to build a foundation in SaaS, client success, commercial account management, and solution-based selling.
• Starts with learning the Reachdesk platform, supporting onboarding, and managing a smaller portfolio of new clients.
• Progression into the commercial side of Client Success involves learning to sell gifting and branded merchandise solutions through expertise, creativity, and outcome-based recommendations.
• Consistent performance meeting or exceeding targets can lead to a Client Success Manager role, typically within six months, involving an expanded client portfolio, client strategy ownership, driving usage and spend, and ensuring a high-quality client experience.

Key Responsibilities

• Consistently meet or exceed quarterly spending and usage targets across your portfolio.
• Build relationships across key Sales and Marketing stakeholders to understand priorities, uncover opportunities, quantify budgets, and develop gifting strategies.
• Develop strategic roadmaps for clients that justify long-term financial investment.
• Lead strategic conversations on gifting best practices, providing clear recommendations to increase gift redemption, drive increased spend, and impact client outcomes and ROI.
• Advise platform admins and day-to-day senders on how to better leverage Reachdesk for initiatives and gifting campaigns, including campaign automation, fund management, and broader platform adoption.
• Proactively identify new use cases, company roles, and international markets to expand growth within existing accounts.
• Introduce new products, features, and capabilities that unlock additional value for clients.
• Identify opportunities for clients to leverage other Reachdesk capabilities and collaborate with Account Managers to win additional business.
• Serve as the voice of the customer internally, partnering cross-functionally to improve the client experience.

Requirements & Tech Stack

• Reachdesk platform
• SaaS
• Client Success
• Commercial Account Management
• Solution-based Selling
• Sales
• Marketing
• Gifting
• Branded Merchandise
• Campaign Automation
• Fund Management
• Account Managers

Qualifications

• Recent college graduate or early in your career, with a strong interest in SaaS, Client Success, Account Management, or Sales.
• Strong communicator comfortable building relationships, asking thoughtful questions, and learning to influence clients.
• Highly proactive, organized, and eager to take ownership in a fast-paced scale-up environment.
• Commercially curious, with an interest in how companies drive usage, engagement, retention, and account growth.
• Comfortable learning new technology and explaining concepts clearly to different types of users.
• Strong problem-solver with sound judgment, attention to detail, and a client-first mindset.
• Energized by a role with a clear growth path and the opportunity to earn promotion into a full Client Success Manager position.
• Preferred: Prior internship or work experience in a client-facing, sales, marketing, or technology environment.

Location

• (New York City Metro) Flexible hybrid, with in-office collaboration in our Manhattan office as needed

Compensation

• US Salary: $60,000 USD - $85,000 USD