Optix
Internet
CustomerSuccessAssociate
“Customer Success Associate at Optix. Skills: Customer Success, Client Relationships, AI-powered tools. Serve as primary point of contact. Build client relationships”
What You'll Achieve.
Driving client adoption, retention, and expansion; Maximize efficiency and client impact; Help build the playbook that defines how Optix delivers value and grows with our clients
Industry & Context.
Solutions-oriented mindset
Flexible hours with some early morning and late afternoon availability required to accommodate clients across time zones
What They're Looking For.
Must Have
3+ years of experience in a customer support, success, or sales role with a technology company, Exceptional written and verbal communication skills – clear, concise, empathetic, and typo-free, ability to educate clients on product features, benefits, and best practices, in both 1: 1 and group settings (virtual and live), Proven experience with owning a large portfolio of clients and delivering proactive success, Proactive, solutions-oriented mindset, People person – speaking to new people every day and building relationships excites you!, Excellent time management and organizational skills, able to work independently and prioritize effectively, Ambitious, yet humble and quick to support your fellow teammates
Nice to Have
Previous experience in a B2B SaaS environment, Familiarity with customer success tools (e. g. , Intercom, HubSpot), Familiarity with customer engagement and success frameworks (e. g. , health monitoring, churn prevention), Demonstrated experience in using AI platforms (e. g. , ChatGPT, Claude) or AI-powered customer success tools to automate routine tasks, analyze client data, and enhance service delivery
What You'll Do.
Serve as primary point of contact
Build client relationships
Educate clients on product features
Schedule and manage onboarding sessions
Facilitate onboarding sessions
Proactively engage clients
Support client adoption
Monitor client health
Initiate retention conversations
Identify expansion opportunities
Drive expansion opportunities
Resolve client issues
Maintain accurate records
Contribute to client resources
How You'll Work.
Team & Collaboration
Work closely with Technical Support, Product, and Sales teams
Communication Scope
Exceptional written and verbal communication skills; clear; concise; empathetic; typo-free
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