CreativeX
ClientSuccessAssociate
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“Client Success Associate at CreativeX. Skills: Client success, Account management. Support day-to-day client needs. Respond to tactical client requests”
What You'll Achieve.
Deliver exceptional client experiences; Scale account management; Improve team efficiency; Prepare for promotion
Industry & Context.
Problem solving
What They're Looking For.
Must Have
1-2 years client-facing role, 1-2 years account support role, 1-2 years project coordination role, Comfortable with data in Excel, Comfortable with data in Google Sheets, Excellent communication skills, Excellent presentation skills, Organizational skills, Attention to detail
Nice to Have
SaaS experience preferred, Advertising experience preferred, Marketing experience preferred
What You'll Do.
Support day-to-day client needs
Respond to tactical client requests
Answer product questions
Create follow-up materials
Build client-facing resources
Populate client-facing resources
Pull client usage data
Analyse client usage data
Track onboarding milestones
Track project milestones
Coordinate with internal teams
Ensure timely resolution
Assist managing out-of-office coverage
Maintain continuity of service
Contribute to early-stage insights
Contribute to story starter slides
Design adoption campaigns
Design training plans
Gather client feedback
Document CS processes
Build functionality in Vitally
Automate common tasks
Standardise workflows
Administer NPS survey
Contribute to internal reporting
How You'll Work.
Team & Collaboration
Partner with CSMs; Coordinate with internal teams; Collaborate with Product; Collaborate with Marketing; Collaborate with Enablement
Communication Scope
Client communication; Presentation skills
Process & Methodology
Project management
Full Job Description
About the Role We’re looking for a Client Success Associate (CSA) to join our growing Client Success team. This role is ideal for someone early in their client success career, eager to learn, and excited to work with global brands. You’ll partner closely with Client Success Managers (CSMs) to deliver exceptional client experiences, support operational excellence, and help scale how we manage and grow accounts. The CSA role blends hands-on client support with internal enablement projects to improve team efficiency. It’s also a development role designed to prepare you for promotion into a Client Success Manager position within 12-18 months, depending on performance and experience. What You’ll Do Client & Account Support Partner with up to 3 CSMs across 10–12 client accounts to support day-to-day client needs. Respond to tactical client requests (e. g. pulling reports, answering product questions, creating follow-up materials). Build and populate client-facing resources such as kick-off decks, insights presentations, and training materials using CreativeX templates. Pull and analyse client usage data to prepare for strategic meetings or track progress against KPIs. Project Management Track onboarding and project milestones in our client management platform (Vitally) and flag any risks or delays. Coordinate with internal teams (Product, Support, Product Operations) to ensure timely resolution of client issues. Assist in managing out-of-office coverage for client accounts, helping maintain continuity of service. Strategic & Cross-Functional Support Contribute to early-stage insights and “story starter” slides that help clients identify creative performance trends. Support the design of adoption campaigns and training plans that help client teams embed CreativeX in their workflows. Pilot new tools, workflows, or AI features to help the CS team deliver insights more effectively. Collaborate with Product, Marketing, and Enablement teams to gather client feedback, case studi
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