Customer Success Associate (Contract to Hire)

What You'll Do

• Keep our outreach and follow-up message cadences on track. You’ll make sure client relationships, old and new, get consistent attention instead of falling through the cracks.

• Design and run warm and cold outreach campaigns (LinkedIn, email) on behalf of our leadership team, helping them grow their professional networks without adding to their workload.

• Take recurring administrative and sales-support work off our leaders' plates, including but not limited to: Scheduling, research prep, CRM upkeep, and follow-up drafting.

• Help re-engage long-standing client relationships that haven't had recent attention, surfacing opportunities for our leaders to reconnect.

• Support our client meetings calendar and post-meeting follow-up

• Help drive campaigns to build awareness of our solution capabilities

• Keep our CRM clean, current, and actually useful.

• Manage administration of client MSP/VMS systems (SAP Fieldglass, Beeline), ensuring accuracy and timely response. 

• Coordinate end-to-end contractor onboarding and offboarding, including system setup and deactivation

• Prepare and update Statements of Work (SOWs) and Master Service Agreements (MSAs)

What You'll Bring

• 2+ years of experience in sales operations, marketing operations, executive/sales support, or an operations type role (new grads with the right instincts welcome to apply).

• Excellent written communication. The ideal candidate is comfortable drafting outreach messages and internal executive communications.

• Highly organized, reliable, and process-minded. You like building systems and keeping them running and have a strong attention to detail.

• Comfortable using (or quickly learning) a CRM, LinkedIn, and AI-assisted productivity/outreach tools.

• A confident and diplomatic communicator. You'll be reminding senior leaders to follow through on commitments, tactfully and persistently.

• No existing client network or sales/closing experience required! We're looking for someone who can build and run a great system, not someone who already has a rolodex.

• A consulting mindset - Genuinely interested in understanding companies, industries, and people—can connect dots naturally across people, process and technology.

• Takes initiative without being asked, identifies opportunities, and moves work forward independently.

• Ability to synthesize information quickly and translate it into clear, actionable insights (“so what” and “why now”).

• Comfortable operating in ambiguity, shifting priorities, and quickly learning new tools or approaches.

Why CompassX

• A front-row seat to how a consulting firm builds its from the ground up. You'll help shape it, not just execute someone else's playbook.
• Direct, regular access to firm leadership and real ownership over a function they depend on.