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Client Success Associate Jobs in New Rochelle, NY

iCapital

Client Success Manager - Associate

New York, NY · On-site +1

$85K - $110K/yr

About the Role iCapital is seeking an Associate to join the Onboarding Solutions team. This role ... Qualifications * 2-5 years of experience as a client success manager, managing client relationships ...

iCapital

Client Success Manager - Associate

New York, NY · On-site

$85K - $110K/yr

About the Role iCapital is seeking an Associate to join the Onboarding Solutions team. This role ... Qualifications * 2-5 years of experience as a client success manager, managing client relationships ...

Playbook

Customer Success Associate

Hoboken, NJ

About the position The Customer Success Associate will be expected to deliver superior support ... client satisfaction. * Drive customer software engagement and development of power users across ...

ClarityPay

Director of Client Success

Manhattan, NY · On-site +1

$75K - $125K/yr

This role will collaborate closely with the client's cross‑functional associates, as well as ... Develop growth and success plans, identify opportunities, present value‑added analysis, and ...

Bipsync

Customer Success Associate

New York, NY · On-site

$70K - $90K/yr

You will be joining an established Customer Success team and will be entrusted with managing client ... The Associate will interact with their colleagues and clients to address issues, guide them through ...

Cadent

SVP, Client Success

Manhattan, NY · On-site

$275K - $385K/yr

This leader will guide a large team of talented associates to ensure clients get the simplest ... The Senior Vice President of Client Success will unify these models under a single client value ...

Cadent

SVP, Client Success

Manhattan, NY

$275K - $385K/yr

This leader will guide a large team of talented associates to ensure clients get the simplest ... The Senior Vice President of Client Success will unify these models under a single client value ...

Cadent

SVP, Client Success

Manhattan, NY

This leader will guide a large team of talented associates to ensure clients get the simplest ... The Senior Vice President of Client Success will unify these models under a single client value ...

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Showing results 1-20

All JobsClient Success Associate JobsClient Success Associate Jobs in New Rochelle, NY

Client Success Associate information

See New Rochelle, NY salary details

$19K

$54.5K

$95.7K

How much do client success associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for client success associate in New Rochelle, NY is $54,531.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $67,400.00 per year, depending on experience, location, and employer.

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 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.

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 are the key skills and qualifications needed to thrive as a Client Success Associate, and why are they important?

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.
What are the most commonly searched types of Client Success jobs in New Rochelle, NY? The most popular types of Client Success jobs in New Rochelle, NY are:
What job categories do people searching Client Success Associate jobs in New Rochelle, NY look for? The top searched job categories for Client Success Associate jobs in New Rochelle, NY are:
What cities near New Rochelle, NY are hiring for Client Success Associate jobs? Cities near New Rochelle, NY with the most Client Success Associate job openings:
Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in New Rochelle, NY as of July 2026, with employment types broken down into 1% As Needed, 65% Full Time, 32% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,531 per year, or $26.2 per hour.
Client Success Manager - Associate

Client Success Manager - Associate

iCapital

New York, NY • On-site, Remote

$85K - $110K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 22 days ago

Job description

About the Role

iCapital is seeking an Associate to join the Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence.

The ideal candidate is proactive, intellectually curious, and service oriented. This highly collaborative role requires the ability to partner cross-functionally to continuously improve and optimize operational processes.

Responsibilities

  • Ensure client engagements are successful for clients, their investors, lawyers, and fund administrators.
  • Own the client relationship from the sales hand-off through go-live and beyond.
  • Seek and synthesize customer feedback to inform product and process improvements.
  • Identify risks, gaps, or delays in onboarding and drive resolution proactively.
  • Understand complex legal and operational requirements and translate those into clear, actionable workflows for the Onboarding team.
  • Manage timelines, expectations, and communication across internal teams and external stakeholders.
  • Drive accountability across clients and internal partners to keep projects on track.
  • Act as a trusted advisor to clients, guiding them through best practices and platform capabilities.

Qualifications

  • 2-5 years of experience as a client success manager, managing client relationships and owning a book of business
  • Basic understanding of fund formation processes
  • Familiar with APIs and SFTP workflows
  • Exceptionally detail-oriented when managing VIP and Enterprise clients
  • Proficient communicator adept at engaging with senior executives (i.e. C-suite, partners), capable of effectively maneuvering through ambiguity in a rapidly evolving startup environment
  • Proficient in fund formation processes, including structuring and regulatory compliance
  • Comfort using AI tools and applying them effectively in a professional setting

Benefits

The base salary range for this role is $85,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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