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Client Success Associate Jobs in Milpitas, CA (NOW HIRING)

GHJ

Tax Senior / Supervising Senior Associate

San Jose, CA · On-site

$95K - $118K/yr

GHJ is looking for a Tax Senior / Supervising Senior Associate WHY we get up in the morning At GHJ ... success), Meeting client demands/needs (client success), Reinforcing and expanding cultural ...

GHJ

Tax Senior / Supervising Senior Associate

San Jose, CA

$95K - $118K/yr

GHJ is looking for a Tax Senior / Supervising Senior Associate WHY we get up in the morning At GHJ ... success), Meeting client demands/needs (client success), Reinforcing and expanding cultural ...

Freestone Capital Management

Client Service, Associate

Los Altos, CA · On-site

$85K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Service, Associate At Freestone, we believe in making a meaningful difference by focusing on ... With a 27-year history of consistent growth and success, we are an independent wealth and asset ...

City Wide Property Services, Inc.

Be Seen First

Commercial Account Manager

San Jose, CA · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • PTO

... client success, facilities services, property management, commercial maintenance, landscaping ... Associate degree in business, sales, or a related field preferred. Company Description At City Wide ...

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All JobsClient Success Associate JobsClient Success Associate Jobs in Milpitas, CA

Client Success Associate information

See Milpitas, CA salary details

$21.6K

$61.8K

$108.4K

How much do client success associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client success associate in Milpitas, CA is $61,754.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,300.00 and $76,300.00 per year, depending on experience, location, and employer.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

What is the difference between Client Success Associate vs Customer Support Specialist?

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What are the most commonly searched types of Client Success jobs in Milpitas, CA?

The most popular types of Client Success jobs in Milpitas, CA are:

What job categories do people searching Client Success Associate jobs in Milpitas, CA look for?

The top searched job categories for Client Success Associate jobs in Milpitas, CA are:

What cities near Milpitas, CA are hiring for Client Success Associate jobs?

Cities near Milpitas, CA with the most Client Success Associate job openings:

Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Milpitas, CA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $61,754 per year, or $29.7 per hour.

Transaction Advisory Services (TAS) Senior / Supervising Senior Associate

GHJ

San Jose, CA • On-site

Full-time

Re-posted 17 days ago

Job description

GHJ is looking for a Transaction Advisory Services (TAS) Senior / Supervising Senior Associate
 
WHY we get up in the morning
At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.
 
WHAT we believe
We believe that collaboration is the foundation for success. We work as a business advocate for our clients - providing personalized service and building long-term relationships to help position our clients for the future.
 
HOW we succeed
We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
 
Summary of Role:
The GHJ Transaction Advisory Services (TAS) team provides a challenging, rewarding and entrepreneurial opportunity for individuals to improve their skill set and career trajectory while advising companies across numerous industries through their transaction process.
Responsibilities
  • Participating in buy-side and sell-side transaction engagements with corporate entities, investment bankers, private equity firms and strategic corporate buyers.
  • Assist in preparing for, and participate in, discussions with company management, and buyer/seller advisors
  • Prepare calculations of EBITDA adjustments, and work with data to prepare financial models, identify trends and stimulate conversation leading to potential earnings adjustments.
  • Work with and oversee offshore team to provide guidance on analyses required, how to interpret client data, and to navigate roadblocks encountered
  • Assist in preparing recasted financial statements including earnings and working capital to present the company's adjusted operating performance and needs
  • Prepare operating and financial metrics including graphs, charts for discussion highlighting trends, areas of concern, etc
  • Identify and conduct appropriate validation procedures around key financial statement items
  • Documents work completed by preparing write ups and easily to follow methodology, taking into account possible alternatives and specific client circumstances
  • Assists in proofing financial statements and other documents if appropriate.
  • Prepares and indexes client files, and internal working papers
  • Build relationships with, and speaks to, client personnel to obtain an understanding of their business operations, processes and functions.
  • Applies knowledge of the client's industry when reviewing information, including preparing for clients discussions and focusing on specific areas for diligence.
Qualifications
  • Bachelor's level education required.
  • Direct Transaction Advisory experience strongly preferred
  • Strong accounting and diligence knowledge.
  • Exceptional analytical and communication (written and oral) skills required.
  • CPA preferred but not required.
  • Very strong proficiency in Excel and PowerPoint, including experience working with and reconciling financial data such as monthly financial statements, trial balances, and experience with pivot tables, lookup formulas, index/match formulas, etc. and professional writing related to companies operations, performance drivers and trends
  • Demonstrates up-to-date knowledge of technical principles, theory and practice, and an ability to apply these appropriately in the context of a transaction and specifically Quality of Earnings projects.
  • Has foundational knowledge of the client's industry, and can incorporate such knowledge when scoping and completing assignments, including working with Managers to develop agendas and areas of focus.
  • Identifies and resolves a wide variety of technical problems, by distilling the data, considering client specifics and applying reasonable and best practices to reach conclusions.
  • Demonstrates ability to apply learnings from one transaction to the next, implementing new skills and techniques
  • Plans and presents well-organized work product.
  • Delivers high quality work under pressure.
  • Seeks to improve skills through self-development
  • Acts as a team player with peers as well as engagement teams or department.
  • Seeks to improve skills through self-development.
Seven decades, overriding focus: our people and our clients.
GHJ was founded in 1953, making us one of the oldest independent firms in the Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal's Book of Lists, the firm has 24 partners and approximately 200 staff members that serve over 3,000 clients. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining strong relationships are the cornerstones of our success.
 
We are also an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. This affiliation gives us access to the subject matter experts of other member firms and provides consulting and professional services in over 158 countries through its nearly 800 offices worldwide.
 
GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: $100,000 - $120,000.
 
Equal Employment Opportunity
GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers.
 
#LI-JN1
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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