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Client Success Associate Jobs in Raleigh, NC (NOW HIRING)

We are looking for an onsite Client Success Manager (CSM) who will be the main client advocate for ... Requirements: * BS or Associate Degree with a minimum of 3 years of experience in a customer ...

We are looking for an onsite Client Success Manager (CSM) who will be the main client advocate for ... Requirements: * BS or Associate Degree with a minimum of 3 years of experience in a customer ...

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana ...

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana ...

Lead and mentor other client success associates. * Collaborate with product, engineering, marketing, sales and customer success teams to deliver a product go-to-market (GTM) plans. * Passionate about ...

Lead and mentor other client success associates. Collaborate with product, engineering, marketing, sales and customer success teams to deliver a product go-to-market (GTM) plans. Passionate about ...

Key Responsibilities: • Actively drive client participation and engagement to support a new Versana product launch. • Lead and mentor other client success associates. • Collaborate with product ...

Expert Client Success Manager Job Summary The Expert Client Success Manager (CSM) serves as the ... Enhancing Lives and Building Careers Veradigm believes in empowering our associates with the tools ...

Expert Client Success Manager Job Summary The Expert Client Success Manager (CSM) serves as the ... Enhancing Lives and Building Careers Veradigm believes in empowering our associates with the tools ...

... client success stories and outcomes improvements • Participates actively in client Quarterly ... Enhancing Lives and Building Careers Veradigm believes in empowering our associates with the tools ...

... client success stories and outcomes improvements Participates actively in client Quarterly Business ... Enhancing Lives and Building Careers Veradigm believes in empowering our associates with the tools ...

With a shared commitment to service excellence, compliance, and continuous learning, the team plays a critical role in driving advisor satisfaction and long-term client success. How  You 'll ...

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Client Success Associate information

See Raleigh, NC salary details

$18K

$51.5K

$90.3K

How much do client success associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client success associate in Raleigh, NC is $51,455.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,900.00 and $63,600.00 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 Raleigh, NC?

The most popular types of Client Success jobs in Raleigh, NC are:

What are popular job titles related to Client Success Associate jobs in Raleigh, NC?

For Client Success Associate jobs in Raleigh, NC, the most frequently searched job titles are:

What cities near Raleigh, NC are hiring for Client Success Associate jobs?

Cities near Raleigh, NC with the most Client Success Associate job openings:

Infographic showing various Client Success Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 80% Full Time, 16% Part Time, and 4% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $51,512 per year, or $24.8 per hour.

Client Success Operations Associate

Versana

Raleigh, NC

Full-time

Re-posted 15 days ago


Job description

Client Success Operations Associate

Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks' data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market's most credible source of deal information.

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana's new product launch. This includes driving execution across product demonstrations, client onboarding, account activation and maintaining high quality documentation to support the scale of Versana's new product.

Key Responsibilities:

  • Actively drive client participation and engagement to support a new Versana product launch.
  • Collaborate with product, engineering, marketing, sales and customer success teams to deliver a product go-to-market (GTM) plans.
  • Passionate about developing and implementing the ideal customer journey for a new product.
  • Provide direct client training to drive adoption of Versana's self-service technology solution.
  • Coordinate efforts with the Head of Product, Client Success with Go-to-Market (GTM) execution for Versana new product launch, including Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account activation.
  • Provide ongoing support to new clients with training and manual processing of the new product's launch.
  • Address queries from Agents and Lenders around the new product's process and workflow, from loan and amendment documentation, system queries to process of the new product's capture.
  • Assist with developing and adhering to performance metrics and provide continued recommendations for process improvement to reduce turnaround times for existing processes.
  • Adhere to internal and external onboarding and new product related SLAs, where applicable.
  • Ensure that all operations comply with industry regulations, data security standards, and risk management protocols.

Must Haves:

  • 3 to 5 years of experience in the Syndicated Lending market with a sound understanding of products and processes for both the primary and secondary lifecycles, is highly desirable.
  • Prior experience with customer success in a start-up environment.
  • Strong problem solving and analytical thinking skills, with a willingness to dive into details.
  • Excellent communication and presentation skills.
  • Detailed knowledge of process planning.
  • Experience in customer facing role highly desirable.
  • Exposure to CRM platforms to track and follow up on customer requests.
  • Understanding of financial products (must have).
  • Comfortable engaging with personas at all levels at buy side and sell side firms.

Equal Opportunity Employer:

We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.