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Customer Success Associate Jobs in Santa Rosa, CA

Orchard Robotics

Customer Success Manager

Santa Rosa, CA · Remote

$105K - $145K/yr

As a Customer Success Manager at Orchard Robotics, you'll leverage your skills in customer success, communication, and problem-solving to help our customers succeed using cutting-edge ag-tech. You'll ...

Net2Source (N2S)

Customer Success Specialist

Sonoma, CA · On-site

As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of ...

Lever Demo 2

Customer Test Success

Bodega Bay, CA

Welcome to the Demo Job Listing for Lever! This is a fictional job created solely for demonstration purposes and is not an actual open position . We've crafted this listing to showcase the ...

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All JobsCustomer Success Associate JobsCustomer Success Associate Jobs in Santa Rosa, CA

Customer Success Associate information

See Santa Rosa, CA salary details

$20.2K

$57.9K

$101.7K

How much do customer success associate jobs pay per year?

As of Jul 16, 2026, the average yearly pay for customer success associate in Santa Rosa, CA is $57,937.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $71,600.00 per year, depending on experience, location, and employer.

What is a Customer Success Associate?

A Customer Success Associate is a professional who helps customers achieve their desired outcomes while using a company's products or services. They act as a bridge between the customer and the company, ensuring clients are satisfied, addressing any concerns, and helping resolve issues. Their goal is to foster long-term relationships, encourage product adoption, and reduce customer churn by proactively supporting client needs.

What is the role of a customer success associate?

A customer success associate is responsible for managing customer relationships, ensuring client satisfaction, and helping customers achieve their goals with a company's products or services. They often handle onboarding, support, and follow-up, using tools like CRM software to track interactions and outcomes.

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

AspectCustomer Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer service or account managementOften a high school diploma or equivalent; customer service experience preferred
Work EnvironmentProactive engagement with clients, focusing on retention and growthReactive support, resolving customer issues and inquiries
Employer & Industry UsageUsed in SaaS, tech, and subscription-based companiesCommon across various industries including tech, retail, and service sectors

The main difference is that Customer Success Associates focus on building long-term relationships and ensuring customer satisfaction to promote retention, while Customer Support Specialists primarily handle immediate customer issues and technical support. Both roles require strong communication skills but serve different stages of the customer journey.

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

To thrive as a Customer Success Associate, you need strong communication skills, problem-solving abilities, and a customer-focused mindset, often supported by a bachelor's degree in business or a related field. Familiarity with customer relationship management (CRM) systems like Salesforce and proficiency in support ticketing platforms are typically required. Exceptional interpersonal skills, empathy, and adaptability help build trust and foster long-term client relationships. These skills and qualities are vital for ensuring customer satisfaction, retention, and the overall success of both clients and the company.

How does a Customer Success Associate typically interact with other departments to resolve client issues?

As a Customer Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure clients receive timely and effective solutions. For complex or technical issues, you may coordinate with the Product or Engineering teams to clarify client needs and relay updates back to customers. This cross-functional teamwork is essential for advocating clients' interests, streamlining communication, and ensuring a seamless customer experience. Building strong internal relationships will help you navigate challenges and deliver outstanding service.

What is a CSM salary?

A Customer Success Manager (CSM) salary varies depending on experience, location, and company size, but typically ranges from $60,000 to $100,000 annually in the United States. Entry-level CSMs may earn less, while those with more experience or in high-demand industries can earn higher compensation, often supplemented with bonuses or commissions. Strong communication skills and familiarity with customer relationship management (CRM) tools are important for success in this role.

Is customer success an entry level job?

Customer Success Associate roles are often entry-level positions that require strong communication and problem-solving skills. Many companies provide on-the-job training, and prior experience is not always necessary, making it accessible for recent graduates or those new to the field.

What Is a Customer Success Associate?

Customer success associates assist clients with their requests and concerns. Their primary responsibility is to ensure the customer’s satisfaction with their inquiry. As a customer success associate, your job duties may include answering inbound calls from clients, follow up with management about issues that have not been resolved, and in some positions, provide tech support over the phone. You often work with a team, such as the customer relations department. To become a customer success associate, you need a high school diploma and customer service experience, though some employers prefer candidates with an associate or bachelor’s degree.

What jobs make $3,000 a month without a degree?

Customer Success Associate roles often pay around $3,000 or more per month, especially with experience and strong communication skills. These positions typically require familiarity with customer relationship management (CRM) tools and may offer remote or flexible schedules. Other jobs that can reach this income level without a degree include sales, administrative roles, and certain technical support positions.
More about Customer Success Associate jobs
What are the most commonly searched types of Customer Success jobs in Santa Rosa, CA? The most popular types of Customer Success jobs in Santa Rosa, CA are:
What job categories do people searching Customer Success Associate jobs in Santa Rosa, CA look for? The top searched job categories for Customer Success Associate jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Customer Success Associate jobs? Cities near Santa Rosa, CA with the most Customer Success Associate job openings:
Customer Success Associate jobs near you
Infographic showing various Customer Success Associate job openings in Santa Rosa, CA as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 31% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $57,937 per year, or $27.9 per hour.

Customer Success Specialist

Newman Group Search

Sonoma, CA • On-site

Other

Posted 22 days ago

Job description

Customer Success Specialist

Insurance Customer Success Specialist

Customer Success Specialist, Commercial Lines


We are working with a client who is seeking a Customer Success Specialist to manage a portfolio of commercial lines accounts from bind through renewal. The company is a fast-growing, AI-driven insurtech startup based in the Bay Area, serving small businesses across the United States. This role sits at the heart of the post-sale experience — handling COIs, endorsements, renewals, and client inquiries while helping shape the systems that make world-class service scalable.


Key Responsibilities

  • Manage multiple commercial accounts simultaneously, tracking renewals, open items, and client follow-ups across a full book of business
  • Issue Certificates of Insurance (COIs) and process endorsement requests accurately and efficiently
  • Review policies for accuracy at issuance and resolve errors before they reach the client
  • Respond to client inquiries on coverage, billing, and claims with confidence and clarity
  • Maintain clean, complete account records in a proprietary agency management system
  • Coordinate with producers on renewals, remarketing, and new business support
  • Identify recurring carrier or process issues and escalate them for upstream resolution


An active P&C license is required. This is a high-volume, fast-paced environment built around proprietary technology — the right person is detail-oriented, adaptable, and genuinely comfortable learning new systems. Candidates from both independent agencies and direct writers are encouraged to apply.


Remote candidates are welcome, and on-site opportunities in San Francisco are also available at a higher compensation tier for candidates seeking an accelerated, high-intensity growth environment.


Newman Group Search is a member of the National Insurance Recruiter Association® network and specializes in Commercial Risk & Insurance.

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