Customer Success Associate Jobs

Customer Success Associate

Bottomline

Location:
United States , Portsmouth

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

As a Customer Success Associate (CSA) within Rest of World Banking, you are responsible for optimizing and enriching the customer experience through proactive engagement strategies for your assigned portfolio of Customers. Our goal is to protect and grow the revenue in our existing customer portfolio. As a CSA, you will serve as the main point of contact for customers, helping them achieve their goals, resolve challenges, and drive engagement. You will lead our customers to their desired outcomes and demonstrate the significance of the strategic partnership with Bottomline Technologies. Through a consultative approach, you will proactively engage and enable the customer throughout the journey to ensure success and delight. You will work cross functionality to ensure teams are executing to enable customer success. Working closely with Sales, you will identify opportunities to expand business by positioning and recommending additional products, solutions and services that will maximize business value for the Customer as well as reviewing contracts and looking for opportunities to expand the current value. You will measure and monitor the adoption and health of our customers throughout the customer journey and you will be the primary engagement point with the customer for monthly reviews, as well as resolving challenges and issues. You are at the forefront of activities that will continuously drive increased customer delight and are ultimately responsible for the retention and significant growth for your assigned Customers.

Job Responsibility:

Develop long-term relationships with customers, understanding their business needs
Protect the revenue and maximize renewal opportunities
Act as a strategic advisor, identifying opportunities for upselling and cross-selling
Monitor customer health scores and proactively address potential issues
Be the internal voice to raise awareness if there is risk and drive the teams to mitigate it
Outstanding verbal and written communication skills, with the ability to present to a diverse audience, both internally and externally
Serve as the main point of contact for customer inquiries and concerns
Work cross-functionally with sales, support, and product teams to resolve customer issues
Monitor customer engagement metrics, churn rates, and overall satisfaction
Prepare reports and insights on customer success initiatives

Requirements:

3-5+ SaaS Customer Success or Account Management experience
Demonstrated commercial mindset, with an understanding of “selling moments”
Process orientation, with a keen focus on Customer goal achievement KPI’s
Experience of using data to drive growth and retention campaigns

Additional Information:

Job Posted:
December 28, 2025

Work Type:

Remote work

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