Client Success Associate
Location: This position is based in New York City, and in-office attendance is required Monday-Friday.
Who we are looking for:
- 3-5 years of experience in a Client Success, Account Management, or other customer-facing role.
- Exceptional communication and interpersonal skills.
- Ability to manage multiple clients and projects with strong attention to detail.
- Comfortable presenting to and training clients on software platforms.
- Problem-solver with a proactive mindset, and a “client-first” attitude.
- Ability to apply strong intuition and analytical skills to ensure complete and accurate understanding of client business operations.
- Bonus points for experience with CRM tools such as Salesforce and/or Asana.
- Bonus points for experience within the tax credits and incentives space.
What you’ll be doing:
- Lead new client onboarding, ensuring a smooth and engaging transition onto our platform. Provide hands-on guidance and product walkthroughs tailored to each client’s needs.
- Build strong, trust-based relationships with clients to drive satisfaction and engagement. Serve as the client’s advocate and main point of contact for all platform-related needs.
- Coordinate and work cross-functionally with internal departments (ie: Product, Sales, Engineering) to resolve client issues or requests.
- Continuously look for ways to improve client experience and increase client success.
- Provide subject matter expertise during client engagements, translating complex technical concepts into clear requirements that enable accurate and successful project delivery.
- Stay ahead of industry developments to proactively advise clients on new technologies, regulatory changes, and competitive dynamics.
- Lead technical discovery sessions, leveraging deep industry knowledge to identify gaps, risks, and optimization opportunities.
- Maintain clean, accurate project data while managing milestones and tasks to ensure transparent, organized, and on-track product delivery.
Life at Onshore:
- Rewarding Compensation Packages: We aim to ensure every employee feels valued and appreciated. The annual base salary for this position ranges from $100,000 - $120,000 with an additional bonus component.
- Healthcare Benefits: We provide comprehensive medical, dental, and vision plans along with FSA and HSA options.
- Unlimited Time Off: We believe in supporting work-life balance and overall well-being, which is why we offer unlimited PTO. This allows you to take the necessary time to rest, recharge, and attend to personal matters whenever needed.
- Paid Parental Leave: We provide dedicated paid leave to support new parents, emphasizing our commitment to supporting families and helping employees prioritize their time with loved ones during this significant life event.
- Office Environment and Perks: Experience our collaborative and thriving workspace in New York City, complemented by a fully stocked kitchen, regular company gatherings, and a vibrant culture that fosters strong morale and connections among team members.
- Personal and Professional Growth: Leverage the diverse team environment to support your development through workshops, mentorship and team-building activities.
Onshore was founded to tackle a common problem: businesses wasting months chasing documents, risking audits or missing incentives. At Onshore, unlock valuable tax benefits like R&D Tax Credits, 179D Deductions, and Cost Segregation using innovative consulting and advanced AI technology. Our efforts have returned millions to clients by transforming untapped opportunities into tangible results. As we scale rapidly and seize massive growth potential, we are seeking confident, curious and collaborative professionals to help drive our next phase of expansion.
We welcome applicants from all backgrounds and are proud to be an Equal Opportunity Employer. Every qualified candidate will be considered for hire without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability or protected veteran status. Onshore is deeply committed to diversity, equity and inclusion within our organization.
Skills Required
- 3-5 years of experience in a Client Success, Account Management, or customer-facing role
- Exceptional communication and interpersonal skills
- Strong attention to detail
- Experience with CRM tools such as Salesforce and/or Asana
- Experience within the tax credits and incentives space
Onshore Compensation & Benefits Highlights
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Healthcare Strength — Medical, dental, and vision coverage are offered, with HSA/FSA options noted in recent postings. Company profiles and job ads consistently include these plans as core benefits.
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Leave & Time Off Breadth — Unlimited PTO plus paid holidays and sick time are included, alongside paid parental leave in postings. These policies indicate extensive leave options on paper.
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Fair & Transparent Compensation — Roles publish base-salary ranges with bonus potential and defined commission tiers where applicable. Pay transparency is explicitly called out in company profiles and job ads.
Onshore Insights
What We Do
Traditional firms rely on interviews, retroactive documentation, and billable hours. Onshore applies AI at the point of substantiation, providing documentation tied directly to source data and pairing it with expert review. The result is defensible, audit-ready work delivered in weeks, not quarters. We help companies claim R&D Tax Credits, 179D Deductions, and Cost Segregation with proof, not process. 500+ companies have trusted Onshore to identify and defend more than $600M in incentives. We operate with clear accountability and high standards. Outcomes matter more than activity.
Onshore Offices
OnSite Workspace
