Join a dynamic team at Aumni, a JP Morgan company, where you will support cutting-edge software products that enable customers to structure their legal documents powerfully and provide investment insights.

Job Summary

As a Customer Success Associate at Aumni, a JP Morgan company, you will play a crucial role in supporting the Customer Success team. You will assist with various projects and tasks to ensure optimal customer engagement and satisfaction. Your role will involve collaborating with team members to drive product adoption and usage, and supporting the overall customer journey.

Job Responsibilities

Assist the Customer Success team in managing customer relationships throughout the customer journey, including implementation, product adoption, usage, renewal, expansion, and advocacy.

Support the team in building long-term collaborative partnerships with clients.

Collaborate cross-functionally with departments such as Sales, Customer Operations, and Product to ensure strategy alignment.

Help identify upsell and expansion opportunities through customer interactions and assist in developing strategies to align with customer business objectives.

Support the management of renewal pipelines and forecasts, and assist with contract and invoicing efforts.

Required Qualifications, Capabilities, and Skills

Experience: 1+ years in a support role within Customer Success or Account Management at a B2B SaaS company.

Education: Bachelor's degree required.

Skills:

Strong ability to support relationship-building efforts.

Understanding of client success best practices and strategies.

Excellent project and time management skills, with the ability to assist in managing multiple clients and tasks simultaneously.

Proactive, solution-oriented mindset for handling customer issues.

Technically savvy and quick to learn new systems and applications to assist with application training and product launches.

Preferred Qualifications, Capabilities, and Skills

Experience in the venture capital industry with private company financings is a plus.

A legal, financial, or accounting background within the context of the venture capital industry would also be a plus.

This role is ideal for someone who is eager to support a team in driving customer success, has strong organizational skills, and is technically adept. Experience in the venture capital industry is a plus, but not mandatory.