Join to apply for the Customer Success Associate role at Somewhere Join to apply for the Customer Success Associate role at Somewhere Get AI-powered advice on this job and more exclusive features. Position : Customer Success Associate Reports to : Manager, Buyside Location : Remote Working Hours : 8 AM - 5 PM EST, Monday to Friday Contract Type : Independent Contractor Salary : $2,000/month About The Role This is an exciting opportunity to join a fast-growing technology platform revolutionizing the financial services M&A market through a free-to-use model that generates success fees only upon deal closure. The platform serves both sell-side and buy-side professionals, facilitating high-impact transactions in the lower middle market. As a Customer Success Associate on the Go-To-Market (GTM) team, you’ll support buy-side members by proactively engaging with clients, managing key operational processes, and ensuring platform usage is optimized. You’ll be instrumental in maintaining client satisfaction, trust, and retention, while driving usage and value realization. Key Responsibilities Understand the investment strategies and goals of buy-side members to ensure effective onboarding and usage. Execute proactive outreach via phone and email to drive platform engagement and usage (20+ connected calls weekly). Manage account processing, contract verification, and other Salesforce administrative tasks with accuracy. Respond to help requests, close support tickets, and manage member communication workflows. Track and improve customer engagement and retention using CRM tools and email campaigns. Report product and service feedback to internal stakeholders to drive improvements. Collaborate cross-functionally by attending regular internal meetings and contributing to team initiatives. Apply consultative sales techniques to support members and identify additional value opportunities. Qualifications 2-6 years of professional experience. Minimum 2 years in a quota-carrying role (sales, account management, or customer success) in a B2B environment. Demonstrated excellence in customer relationship-building and results-driven work. Strong written and verbal communication skills in English. Organized, highly responsive, and tech-savvy with strong attention to detail. Experience with Salesforce or similar CRM platforms. Comfortable managing both administrative and client-facing responsibilities. Previous experience or exposure to investment banking, private equity, or financial services is a strong plus. Preferred Attributes Familiarity with SaaS or subscription-based business models. Experience managing customer success metrics and KPIs. Strong multitasking and organizational skills. A history of excelling in both team environments and autonomous work settings. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Management and Manufacturing Industries Staffing and Recruiting Referrals increase your chances of interviewing at Somewhere by 2x Sign in to set job alerts for “Customer Success Associate” roles. Mexico City Metropolitan Area $800.00-$1,300.00 1 week ago Customer Service Representative - Customer Success (Mexico, Remote) Mexico City Metropolitan Area 1 month ago Bogota, D.C., Capital District, Colombia $800.00-$1,300.00 1 week ago Mexico City Metropolitan Area $800.00-$1,300.00 1 day ago Santiago, Santiago Metropolitan Region, Chile $800.00-$1,300.00 1 day ago Bogota, D.C., Capital District, Colombia $800.00-$1,300.00 1 day ago Customer Success & Retention Specialist (Work From Home) Customer Success Manager (Work From Home) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr