Onshore

Client Success Associate

Houston

Sponsorship not specified$100k-$120kDetected 156 days ago

RESTSalesforceCRMAccount ManagementCommunicationMentoringPublic Speaking

About the role

Client Success Associate Location: This position is remote, with preference to candidates located in Houston.
Our efforts have returned millions to clients by transforming untapped opportunities into tangible results.
We welcome applicants from all backgrounds and are proud to be an Equal Opportunity Employer.

Lead new client onboarding, ensuring a smooth and engaging transition onto our platform. Provide hands-on guidance and product walkthroughs tailored to each client's needs.
Build strong, trust-based relationships with clients to drive satisfaction and engagement. Serve as the client's advocate and main point of contact for all platform-related needs.
Lead technical discovery sessions, leveraging deep industry knowledge to identify gaps, risks, and optimization opportunities.
Maintain clean, accurate project data while managing milestones and tasks to ensure transparent, organized, and on-track product delivery.
Leverage the diverse team environment to support your development through workshops, mentorship and team-building activities.
Personal and Professional Growth: Leverage the diverse team environment to support your development through workshops, mentorship and team-building activities.
Onshore was founded to tackle a common problem: businesses wasting months chasing documents, risking audits or missing incentives.
As we scale rapidly and seize massive growth potential, we are seeking confident, curious and collaborative professionals to help drive our next phase of expansion.
businesses wasting months chasing documents, risking audits or missing incentives.

Continuously look for ways to improve client experience and increase client success.
Stay ahead of industry developments to proactively advise clients on new technologies, regulatory changes, and competitive dynamics.

The annual base salary for this position ranges from $100,000 - $120,000 with an additional bonus component.

We provide comprehensive medical, dental, and vision plans along with FSA and HSA options.
Unlimited Time Off: We believe in supporting work-life balance and overall well-being, which is why we offer unlimited PTO.
At Onshore, unlock valuable tax benefits like R&D Tax Credits, 179D Deductions, and Cost Segregation using innovative consulting and advanced AI technology.
Onshore is deeply committed to diversity, equity and inclusion within our organization.
The annual base salary for this position ranges from $100,000 - $120,000 with an additional bonus component.
We provide dedicated paid leave to support new parents, emphasizing our commitment to supporting families and helping employees prioritize their time with loved ones during this significant life event.

3-5 years of experience in a Client Success, Account Management, or other customer-facing role.
Exceptional communication and interpersonal skills.
Ability to manage multiple clients and projects with strong attention to detail.
Comfortable presenting to and training clients on software platforms.
Problem-solver with a proactive mindset, and a "client-first" attitude.
Ability to apply strong intuition and analytical skills to ensure complete and accurate understanding of client business operations.
Bonus points for experience with CRM tools such as Salesforce and/or Asana.
Bonus points for experience within the tax credits and incentives space.

Equal Opportunity Employer.
Every qualified candidate will be considered for hire without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability or protected veteran status.

This listing is sourced directly from Onshore's careers page and normalized into a canonical job model.