Source Job

Global

  • Support a diverse customer base by ensuring a seamless onboarding experience and responding to customer inquiries.
  • Work cross-functionally with Sales, Product, and Finance to deliver a seamless experience for key customer programs and strategic partnerships.
  • Manage a high-volume of accounts, utilizing Zendesk and internal CRM tools to maintain a seamless customer experience.

Salesforce Excel CRM

20 jobs similar to New Customer Success Associate

Jobs ranked by similarity.

US

  • Conduct regular audits of Salesforce records to identify duplicates, missing fields, and inconsistencies.
  • Apply and enforce naming conventions, field standards, and account hierarchies across advertiser and publisher records.
  • Build and maintain Salesforce reports and dashboards that track data hygiene, completeness, and adoption of standards.

OpenX focuses on unleashing the full economic potential of digital media companies. They build digital advertising markets and technologies designed to deliver optimal value to publishers and advertisers on every ad served across all screens. They are constantly looking for thoughtful and creative people.

$47,449–$62,043/yr
Canada

  • Support the Regional Sales team with back-office administration and agent interactions.
  • Assist with sales pipeline updates and maintain sales scorecards.
  • Manage and resolve day-to-day operational queries from both Sales and Agents.

Western Union is a global financial services company that provides money transfer and payment services. They have over 8,000 employees serving 200 countries and territories, with a focus on diversity and inclusion.

Europe

  • Support the operational lifecycle of deals, assisting Account Executives, Account Managers, Customer Success Managers, and RevOps with contract setup, billing coordination, and issue resolution.

Pacvue is the leading software suite for eCommerce advertising, sales, and intelligence. They help some of the world’s largest brands grow their business on Amazon, Walmart, Instacart, and other marketplaces and work with sellers and agencies of all sizes.

US

  • Accurately enter team International’s data into Salesforce and construct and format basic reports.
  • Draft, edit, and submit error-free briefing materials for external donor meetings.
  • Track next steps and ensure completion for select projects or meetings, including support of regional donor circles.

The Obama Foundation aims to inspire, empower, and connect people to change their world and build an active democratic culture. They are building a global center for change in Chicago with coordinated programming, community outreach events, and educational moments.

US Unlimited PTO

  • Manage multiple incoming streams of support request.
  • Coordinate with stakeholders to address challenging cases.
  • Build strong, trusting relationships with customers.

AssetWatch powers manufacturing uptime through condition monitoring. They are a devoted team with world-renowned engineers and business leaders. They are building the future of predictive maintenance. As they enter the next phase of rapid growth, they are seeking people to help lead the journey.

Europe

  • Supporting sales representatives in the maintenance and management of their CRM records and proactively helping them manage their pipeline.
  • Creating and updating proposals for clients, building project timelines, and calculating costs using the tools provided.
  • Checking feasibility and bidding with both internal and external suppliers for costs and timings of market research projects conducted all around the world.

NielsenIQ is the world’s leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. NIQ is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the world’s population.

US

  • Own your clients and territory, filled with a wealth of opportunity.
  • Drive new business by establishing key relationships, being a thought leader, and developing new opportunities by identifying and solving clients’ problems.
  • Use the world leading sales enablement tools like, Salesforce and Salesloft to manage your contacts, leads, opportunities and the sales pipeline.

Schneider Geospatial is a leading PE-backed GovTech SaaS company modernizing how governments serve their communities. Recognized multiple years as a Great Employer to Work For, they blend a purpose-driven mission with the innovation and agility of a high-growth software company.

$103,500–$120,000/yr
US

  • Manage Nava’s community engagement infrastructure.
  • Ensure contact data is accurate and actionable.
  • Support outreach, events, campaigns, and relationship-building.

Nava is a consultancy and public benefit corporation working to make government services simple and effective. They guide agencies constrained by legacy systems to a future with sharp user experiences built on secure, reliable, fault-tolerant cloud infrastructure.

Global

  • Create, update, and maintain client records within the company’s CRM database
  • Communicate primarily in Spanish, review client responses and comments, and update the CRM accordingly
  • Assist with client documentation using Dotloop

SnappyCX is seeking a dependable Bilingual Real Estate CRM Assistant (Spanish/English) to support CRM management and administrative tasks for our client. Our client is a real estate company that supports clients through the home buying, selling, and property upgrade process.

Global

  • Consolidate data map into one project template (mostly data entry)
  • Client account setup
  • Project tracking setup

TrustArc automates and simplifies the creation of end-to-end privacy management programs for global organizations, leading the way in data privacy. With a global team across the Americas, Europe, and Asia, TrustArc helps customers worldwide demonstrate compliance, minimize risk, and build trust.

Europe Canada

  • Deliver fast, accurate, and empathetic support to healthcare professionals across chat, voice, and email.
  • Navigate tools like Zendesk and Salesforce to investigate cases and maintain accurate documentation.
  • Monitor trends and flag recurring issues or process gaps to improve worker experience and internal operations.

Clipboard Health helps professionals turn extra time into career growth and financial opportunity with an app-based marketplace. It is a fast-growing Series C marketplace with a global, remote team of 1,000+ people and has been profitable since 2022.

US

  • Assist in the day-to-day administration and support of the Salesforce platform.
  • Help maintain data integrity by performing regular data cleansing, deduplication, and validation activities.
  • Assist with the setup and configuration of standard and custom Salesforce objects.

Aledade empowers independent primary care practices. Founded in 2014, they've grown to be the largest network of independent primary care in the country, striving to deliver better care and thrive in value-based care with a collaborative, inclusive, and remote-first culture.

$98,600–$108,800/yr
US 4w PTO 16w maternity

  • Serve as the primary point of contact for all Salesforce support requests, resolving issues in a timely manner and/or routing requests for products maintained by other teammates
  • Own data quality including setting up monitoring systems to identify problematic data streams/automations and eliminate errors
  • Design and deliver walkthroughs and training to educate staff

GiveWell is a research organization that identifies and funds cost-effective giving opportunities, focusing on global health and well-being. Our work is funded by tens of thousands of donors who rely on our research to inform their giving.

Europe

  • Track invitations and RSVPs in our systems.
  • Assist with end-to-end travel coordination for trip winners.
  • Support project timelines, task lists, and documentation.

Atlassian's software products help teams all over the planet, and their solutions are designed for all types of work. They believe that the unique contributions of all Atlassians create their success.

$500–$1,000/mo
Global

  • Conduct thorough research and analysis to identify and gather contact data for our database
  • Utilize various tools and techniques, such as LinkedIn and Apollo.io, to enrich and verify contact data
  • Ensure the accuracy and completeness of all data collected and enriched

They are a company with open roles. The company may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses.

Europe

  • Support ICP definition, lead qualification, and account research.
  • Maintain and enrich CRM data, structure outbound/inbound workflows, and prepare sales materials.
  • Track pipeline readiness, support GTM reporting, and help build scalable systems across sales and marketing initiatives.

Plato is building the digital backbone of the global trade economy, starting with the wholesale distribution industry. They empower the modern wholesaler to connect their people and data in a single analytics and workflow hub, leveraging data science and AI to automate workflows.

US Unlimited PTO

  • Serve as the voice of Galileo, bringing the camper experience to life for families and prospective clients.
  • Efficiently manage and respond to a high volume of inquiries via email and phone, upholding Galileo's highest standards of service.
  • Proactively collaborate with external partnerships, such as backup care, scholarships, external bookings, and group reservations.

Galileo Learning is a nationally recognized summer day camp dedicated to empowering young innovators to change the world. Since 2002, they’ve inspired hundreds of thousands of kids across 70+ diverse communities, becoming a leader in the Innovation Education Movement. They have been named one of the Best and Brightest Companies to Work for in the Nation four times, including in 2024, and they’ve made the Best Places to Work in the Bay Area list over 12 times.

US

  • Own post-sale end-to-end project setup
  • Track project readiness and communicate updates across teams
  • Coordinate resources assignments and team availability based on scope and skillset

Spearbit was founded in 2021 by former Ethereum Foundation Solidity engineers and tackles Web3 security challenges. Spearbit is building Cantina, the "GitHub for Security", connecting security researchers with projects needing expertise, and currently supports collaborative security reviews, public and private security competitions, bug bounty programs, incident response, and AI code analyzer.

Europe

  • Use iD4Me to cross-reference property addresses with contact information and accurately input data into Google Sheets.
  • Verify and review data for accuracy, consistency, and completeness, ensuring no errors or discrepancies.
  • Maintain data integrity by organizing and categorizing information according to predefined criteria.

Jobgether is a company that helps individuals find jobs. They use an AI-powered matching process to ensure the review of applications is quick, objective, and fair against the role's core requirements.

  • Serve as the primary point of contact for customers following initial onboarding and deployment
  • Proactively monitor account health and platform usage to drive adoption and value realization
  • Translate customer goals into platform configurations, success plans, and measurable outcomes

Axion Ray is transforming product quality and customer satisfaction in manufacturing with their AI-powered platform. They are backed by leading investors and committed to reshaping the future of manufacturing.