Entry-Level Customer Success Representative

Calculum

Chicago, ILFresher19m agovia LinkedIn

This job at a glance

Who can apply
New grads and up to 1 year · Bachelor's degree
Must know
OnboardingData analysisProject managementOperationsStakeholder managementData visualization
Work
On-site in Chicago
Pay
Not stated by the employer.
Listed
Oct 29, 2026 · still open

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About the Role

  • Join Calculum's expanding presence in Chicago as an energetic, detail-oriented Entry-Level Customer Success Representative.
  • Support enterprise client onboarding, platform enablement, and account growth.
  • Gain hands-on experience in financial supply chain optimization, enterprise SaaS operations, corporate data analytics, and client-facing project management.

Key Responsibilities

  • Client Onboarding & Enablement Support: Assist in crafting onboarding plans, welcome packs, and stakeholder governance frameworks.
  • Platform Demos & Training Prep: Help prepare materials for platform training sessions and demos.
  • Content & Resource Curation: Curate and maintain a library of best-practice playbooks, user guides, case studies, and demo materials.
  • Stakeholder & Campaign Tracking: Assist in tracking client onboarding milestones, active campaign dashboards, and value-realization metrics.
  • Data & Feedback Synthesis: Gather and synthesize client feedback for product and data science teams.
  • Account Coordination: Provide operational support for client follow-ups, meeting preparation, and account reviews.

Requirements & Tech Stack

  • Microsoft Excel: Proficiency including VLOOKUP/XLOOKUP and basic modeling.
  • Microsoft Word / PowerPoint: For executive presentations.

Qualifications

  • Academic Background: Currently pursuing or a recent graduate with a Bachelor’s or Master’s degree in Finance, Supply Chain Management, Business Analytics, Economics, or Communications.
  • Interest in FinTech & Operations: Strong curiosity and foundational understanding of corporate finance, technology, procurement, or business operations.
  • Communication Skills: Excellent written and verbal communication abilities.
  • Collaborative Ethos: High personal integrity, proactive initiative, and a team-first mindset.
  • Organization: Highly organized with strong multitasking and project coordination abilities.
  • Location: Based in or able to commute to Chicago, IL.

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