Customer Success Associate, Symphony

• 1+ years of experience in Customer Success, Account Management, Support, or related client-facing roles in SaaS or technology
• Highly organized and able to manage multiple customer activities simultaneously
• Strong communication and presentation skills
• Comfortable learning new technologies and supporting customers in a technical product environment
• Enjoys a fast-paced environment and working directly with customers

Desirable

• The Customer Success Specialist supports customers post-sale by helping drive adoption and effective use of Symphony's platform
• Working closely with the Account Management, Sales, and Customer Success teams, this role focuses on customer onboarding, engagement activities, and day-to-day support that enables customers to realise value from Symphony
• The Specialist has a solid understanding of customer workflows, an interest in financial services, and growing knowledge of how Symphony is used across firms
• They help deliver product demonstrations, support common use cases, and guide customers toward best practices
• The Specialist collaborates across internal teams and ensures customer interactions run smoothly and efficiently
• Support the Account Management and Customer Success teams in onboarding and re-engagement activities to drive customer adoption and usage
• Assist customers with deployment plans and coordination of engagement initiatives to ensure timely and smooth execution
• Deliver standard product demonstrations and training sessions to help customers understand Symphony functionality and common best practices
• Partner with Marketing and Product teams to maintain and update customer-facing resources (collateral, training materials, documentation)
• Track engagement activities and adoption metrics; provide feedback and insights to help improve customer programs and internal processes
• Work cross-functionally to support issue resolution and ensure a consistent, high-quality customer experience
• Build subject-matter expertise in Symphony’s platform and the industry to better support customer needs