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Client Strategy Associate

Endsight
Napa$65k–80kHybrid1w ago
Employment
Full-time
Seniority
Junior

About the role

  • Medical: Company pays 100% of the base plan for the employee and family
  • Dental & Vision
  • 401(k) with employer matching
  • Accrued Paid Time Off
  • 9 Paid Holidays
  • Career Pathing

Purpose — What You’ll Do

  • Supporting executive business reviews (EBRs) and client check-ins through scheduling, preparation, data analysis, and follow-up
  • Monitoring client health trends and surfacing risks or opportunities using dashboards and reports
  • Helping drive resolution for client issues, disputes, and escalations across teams
  • Supporting onboarding, renewals, invoicing, and client communications using Endsight best practices
  • Collaborating with Finance, Professional Services, Support, and Sales to ensure a cohesive client experience
  • For experienced CSAs, managing a small portfolio of clients to ensure they realize value from Endsight’s solutions

Who Thrives Here

  • Take pride in helping clients and teammates succeed
  • Enjoy organizing information, managing follow-through, and improving processes
  • Communicate clearly, calmly, and professionally—especially when stakes are high
  • Are comfortable working with data, systems, and structured workflows
  • Like collaborating across teams and building trusted relationships
  • Want to grow your career in client strategy, customer success, or account leadership
  • Client success, account coordination, or service delivery roles
  • MSP, SaaS, or professional services environments
  • Cross-functional, client-facing work involving operations, finance, or support
  • Strong organizational and follow-up skills
  • Experience working in CRM and/or PSA tools
  • Confidence managing recurring workflows (reporting, scheduling, invoicing support, escalations)
  • Excellent written and verbal communication skills
  • A service-oriented mindset and steady approach under pressure

Why Join Endsight

  • Work with a collaborative, purpose-driven team
  • Build skills in client strategy, analytics, and cross-functional leadership
  • Make a direct impact on client retention and satisfaction
  • Grow in a company that invests in learning, career paths, and doing the right thing

Perks & benefits

  • 401k
  • Paid Time Off
  • Pension Matching

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