What Is a Customer Success Associate and How to Become One

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.

The qualifications that you need to become a customer success associate include customer service and problem-solving skills. Employers typically accept applicants who have at least a high school diploma or GED certificate. If your duties involve technical support or business-to-business (B2B) services, you may need an associate or bachelor’s degree in a relevant field. Your job responsibilities include offering information and support related to your employer’s service or product. Because of this, most companies seek customer success associates who have previous experience in their industry. You also need computer skills because you use software to document each interaction and enter the relevant information.