Optix
SaaS
CustomerSuccessAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Success Associate at Optix. Skills: Customer Success, Client Relationships, SaaS, AI Tools. Serve as primary point of contact. Build relationships with clients”
What You'll Achieve.
Drive client adoption; Drive client retention; Drive client expansion; Maximize client impact; Ensure clients gain full value
Industry & Context.
Solutions-oriented mindset
Early morning availability, Late afternoon availability
What They're Looking For.
Must Have
3+ years customer support experience, 3+ years customer success experience, 3+ years sales experience, 3+ years technology company experience, Exceptional written communication skills, Exceptional verbal communication skills, Educate clients on product features, Educate clients on product benefits, Educate clients on best practices, Own a large portfolio of clients, Deliver proactive success, Solutions-oriented mindset, Excellent time management skills, Excellent organizational skills, Work independently, Prioritize effectively
Nice to Have
B2B SaaS environment experience, Customer success tools familiarity, Customer engagement frameworks familiarity, AI platforms experience, AI-powered customer success tools experience
What You'll Do.
Serve as primary point of contact
Build relationships with clients
Educate clients on product features
Educate clients on product benefits
Educate clients on best practices
Educate clients on value optimization
Schedule onboarding sessions
Manage onboarding sessions
Facilitate onboarding sessions
Introduce clients to Optix platform
Proactively engage clients
Support client adoption of new features
Support client adoption of new functionality
Help clients reach critical milestones
Ensure clients gain full value
Monitor client health
Initiate retention conversations
Identify expansion opportunities
Drive expansion opportunities
Upsell gated features
Resolve client issues
Capture client feedback
Maintain accurate client records
Contribute to client resource development
How You'll Work.
Team & Collaboration
Technical Support team; Product team; Sales team; Fellow teammates
Communication Scope
Written communication; Verbal communication; Client education
Full Job Description
We’re **Optix** — helping flex and coworking space operators build smarter, more automated spaces and better-connected communities. Our platform powers the digital backbone of coworking and flex spaces around the world, uniting automation, CRM, and community engagement tools into one seamless experience. We help our customers create beautiful, integrated, human-centered workspaces that run smoothly for managers and members alike. We’re a passionate team that supports each other to do our best work. You’ll often find us sharing pour-over coffee, chocolate croissants, and big ideas about the future of work. As a **Customer Success Associate** , you will become a product expert and educate clients on the benefits and functionality of the Optix platform. You will play a critical role in developing and managing client relationships, driving client adoption, retention, and expansion—while embracing AI-powered tools to maximize your efficiency and client impact. This is a great opportunity for a customer success or onboarding specialist who has experience in SaaS and is excited to harness AI as part of their toolkit. You’ll have the opportunity to shape our customer success strategy, refine our engagement motion, and help build the playbook that defines how Optix delivers value and grows with our clients. If you have 3+ years of experience in customer success or account management (ideally in B2B SaaS) and are eager to make a direct impact at a fast-growing, mission-driven company, we’d love to meet you. **Note:** Flexible hours with some early morning and late afternoon availability required to accommodate clients across time zones. **Requirements** ### Who you are * 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 * Strong ability to educate clients on product features, benefits, and best practices, in both 1:1 and group settings
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