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Customer Success Associate Jobs in West Palm Beach, FL

Carrier

Customer Success Manager

FL · On-site +1

$96K - $192K/yr

Own Customer Success & Satisfaction for identified accounts * Responsible for delivering customer success KPIs and program outcomes * Increase adaptation & usage of IOT Platform (Abound PI ...

PetMeds

Customer Success Specialist

Delray Beach, FL · Hybrid

Opportunity Summary: We're seeking bright and enthusiastic individuals to join our team as a Customer Success Specialist. In this role, you will serve as a trusted pet health and wellness expert and ...

RELX

Customer Success DMS Manager

Boca Raton, FL

$115.40K - $192.30K/yr

Do you enjoy collaborating cross-functionally to deliver on common goals Position Overview We are seeking a strategic and analytical Customer Success Manager to lead a team of four Customer Success ...

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Customer Success Associate information

See West Palm Beach, FL salary details

$17.9K

$51.3K

$90K

How much do customer success associate jobs pay per year?

As of May 28, 2026, the average yearly pay for customer success associate in West Palm Beach, FL is $51,256.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,800.00 and $63,400.00 per year, depending on experience, location, and employer.

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 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 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.

More about Customer Success Associate jobs
What are the most commonly searched types of Customer Success jobs in West Palm Beach, FL? The most popular types of Customer Success jobs in West Palm Beach, FL are:
What job categories do people searching Customer Success Associate jobs in West Palm Beach, FL look for? The top searched job categories for Customer Success Associate jobs in West Palm Beach, FL are:
What cities near West Palm Beach, FL are hiring for Customer Success Associate jobs? Cities near West Palm Beach, FL with the most Customer Success Associate job openings:
Customer Success Associate jobs near you
Infographic showing various Customer Success Associate job openings in West Palm Beach, FL as of May 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $51,256 per year, or $24.6 per hour.
Client Success Associate

Client Success Associate

SmartX Advisory Solutions

West Palm Beach, FL

Full-time

Posted 25 days ago

Job description

Client Success Associate


Opportunity
SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate to join our expanding team. This role offers the opportunity to take meaningful steps to grow in your career path while gaining valuable experience in financial services, client success, and investment technology.


As a Client Success Associate, you will provide support to our advisors, brokers, and wealth management clients while gaining hands-on experience with the SMArtX platform. You’ll learn how to onboard new clients, resolve inquiries, and collaborate with internal teams to deliver exceptional client experiences. This role is ideal for someone who is proactive, detail-oriented, and passionate about helping others succeed.


Responsibilities



  • Support the onboarding process for new clients, ensuring smooth adoption of the SMArtX platform.

  • Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications.

  • Assist with account setup, maintenance, and documentation updates.

  • Collaborate with internal teams (trading, operations, technology) to resolve client issues.

  • Conduct basic client trainings and support workshops to improve platform utilization.

  • Track and log client feedback, escalating recurring issues to senior team members.

  • Maintain and contribute to training materials, FAQs, and support documentation.

  • Build strong client relationships through consistent follow-up and proactive communication.


Qualifications



  • Bachelor’s degree preferred (Business, Finance, or related field a plus).

  • 0–1 year of professional experience; internships, part-time roles, or academic projects in financial services, technology, or customer service are a plus.

  • Strong communication and interpersonal skills.

  • Highly organized, detail-oriented, and able to manage multiple priorities.

  • Comfortable learning new technology platforms and processes quickly.

  • Proficient in Microsoft Office Suite, including Microsoft Excel.

  • Team-oriented, proactive, and eager to grow in a client-facing career.


Why Join SMArtX?


Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We offer a professional yet relaxed atmosphere where motivated individuals thrive, learn, and grow alongside a team of dynamic professionals.

Employment Type: FULL_TIME

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