Client Success Associate

2 weeks ago

Boston, United States Maestro for Private Equity Full time
About Maestro

Maestro is the value creation platform designed exclusively for the Private Equity industry. Backed by S&P Global, Accordion Partners and several General Partners from the PE industry, Maestro helps PE sponsors modernize their operations and maximize value creation within their portfolio through active portfolio management and collaboration with portfolio company management teams.

About the Role

Maestro is a high growth technology startup looking for or a driven, hard-working individual to join our Client Organization. With a growing roster of PE and corporate clients, we are seeking a Client Success Associate ("CSA") to be a driving force in helping our clients maximize their experience with Maestro. We build long-lasting partnerships alongside strategic companies with a product that delivers significant and unique value. A successful candidate will learn the ins and outs of the Maestro solution and the processes with which we engage and onboard customers. The CSA will develop trusting relationships with client stakeholders to drive adoption, retention, and growth.

Preferred location is Boston for this role (in a hybrid setup - with some days in the office every week).

In this role, you will:
  • Manage and support relationships with clients, with a focus on driving adoption, retention and growth
  • Setup clients for success by leveraging Maestro's onboarding best-practices to deliver a solution that aligns with their business goals
  • Conduct training sessions to ensure our users maximize their use of our platform & understand new features
  • Help clients with loading data and configuring Maestro to ensure their setup is optimized and updated
  • Meet with clients on a recurring basis to ensure consistent value alignment and cultivate impactful relationships
  • Provide technical support when customers are experiencing unexpected platform behavior
  • Thoughtfully gather critical product feedback from clients; leverage feedback to inform the product, sales and marketing teams to aid in product development & adoption
  • Track and analyze user adoption within your client base to understand client health, user trends and identify potential risks
  • Support Client Success Managers in developing and executing client growth strategies
  • Support renewal forecasting in order to meet retention and growth goals
  • Act as a trusted advisor to clients, understanding and sharing industry best practices
  • Utilize company CRM database to document meeting minutes, client behavior and feedback

Ideally, You come to the table with:
  • A desire to develop a career in Client Success within a dynamic, high-growth team
  • Passion for cultivating meaningful client relationships
  • An analytical and solutions-oriented mindset with a proficiency for critical thinking in challenging situations
  • A proactive attitude to get ahead of client questions or feedback and exceed the clients expectations
  • Ability to communicate effectively with private equity front office professionals, C-Suite executives, as well as internal Maestro teams
  • Strong time management and organizational skills
  • Excellent listening, written and verbal communication skills
  • Self-starter approach with an entrepreneurial spirit and an innate curiosity to learn from fellow team members
  • Fearlessness when it comes to asking questions and vocalizing issues when they arise
  • Ability to operate effectively in a hybrid work environment (both in-office and remote)
  • Willingness to travel if required, based on client location
  • Proficiency in Microsoft Office, Salesforce experience a plus
  • Background in working with a B2B SaaS platform is a plus
  • Bachelor's degree or higher; 1-3 years of professional work experience

#LI-CV1

Maestro is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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