Client Success Associate
Boston, MA, United States
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
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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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