The Role
Support Client Strategy teams by preparing EBRs and client check-ins, analyzing client health and dashboards, driving issue resolution and escalations, assisting onboarding/renewals/invoicing, and collaborating across Finance, Services, Support, and Sales to improve retention and satisfaction.
Summary Generated by Built In
Location: Remote, Must be local to the Napa, CA Area
You’re the kind of person who brings clarity to complexity.
You notice the details that keep things running smoothly—and the patterns that help people make better decisions. When priorities collide or information gets messy, you’re the one who brings order, calm, and forward motion.
You care about client experience. You like connecting dots across teams, translating data into insight, and making sure nothing important slips through the cracks. And you want your work to matter—to clients, to teammates, and to the business.
That’s where Endsight comes in.
Who We Are:
Endsight is a fast-growing IT Managed Service Provider built on one core belief:
When we help others thrive, we thrive too.
Who We Are:
Endsight is a fast-growing IT Managed Service Provider built on one core belief:
When we help others thrive, we thrive too.
We partner with small and mid-sized organizations—including nonprofits—to ensure their technology delivers real business value. Our teams collaborate across strategy, service delivery, finance, and operations to create thoughtful, high-impact client experiences.
Working at Endsight feels a bit like being part of a great university—you’ll learn fast, build strong relationships, and grow alongside people who care deeply about doing great work.
Benefits:
Benefits:
- 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
As a Client Strategy Associate (CSA), you’ll support our Pods’ Client Strategy teams by helping ensure client strategy processes are executed consistently and effectively. You’ll work closely with General Managers, Technical Account Managers, and cross-functional teams to improve client health, retention, and satisfaction.
Your work will include:
- 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
You’ll do well in this role if you:
- 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
Experience & Skills
We’re looking for someone with 3–5 years of relevant experience, such as:
- Client success, account coordination, or service delivery roles
- MSP, SaaS, or professional services environments
- Cross-functional, client-facing work involving operations, finance, or support
You’ll be successful if you bring:
- 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
Join a Team That’s All-In on Helping You Thrive
If you’re ready to grow your impact, sharpen your client strategy skills, and help organizations thrive through thoughtful execution and collaboration—we’d love to meet you.
Apply today and let’s build something excellent together.
About
Endsight is a California-based outsourced technology managed services provider. Companies that hire us expect their technology to perform. And they count on us to make it so. While we ensure their systems operate effectively and their investments in IT align with their business goals, our clients get to concentrate on employing that technology to thrive. Our team of experts, ranging from the CIO level to readily-available help desk specialists, collaborate to provide comprehensive IT support to small and mid-sized businesses - nonprofits included. In the realm of cybersecurity, we help organizations assess vulnerabilities, tailor and implement protection measures, train staff, and maintain effective practices.
Skills Required
- 3-5 years of relevant experience
- Experience in client success, account coordination, or service delivery roles
- Experience in MSP, SaaS, or professional services environments
- Experience working in CRM and/or PSA tools
- Strong organizational and follow-up skills
- Confidence managing recurring workflows (reporting, scheduling, invoicing support, escalations)
- Excellent written and verbal communication skills
- Service-oriented mindset and steady approach under pressure
- Ability to manage a small portfolio of clients (for experienced CSAs)
Am I A Good Fit?
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The Company
What We Do
California-based organizations hire Endsight to ensure that their technology systems operate effectively and align with their business goals. They rely on our award-winning helpdesk support, secure environment, and strategic guidance to thrive. From the help desk specialists to technical account managers, and project managers, Endsight's team collaborates to provide comprehensive IT support to small and mid-sized businesses. In the realm of cybersecurity, we help clients assess vulnerabilities, tailor and implement protection measures, train staff, and maintain effective practices
