Customer Success Associate

Posted 3 Days Ago
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Bengaluru, Bengaluru Urban, Karnataka
Hybrid
Mid level
Cloud • eCommerce • Information Technology • Professional Services • Software
Cleo is the pioneer and global leader in the supply chain orchestration software category.
The Role
The Customer Success Associate will engage with customers during onboarding and throughout their lifecycle, managing interactions, analyzing usage data, and driving escalations to ensure customer satisfaction and success.
Summary Generated by Built In
Cleo is a cloud integration technology company focused on business outcomes. Every day, we
ensure that each one of our 7,000+ customers' potential is realized by delivering solutions that
make it easy to discover and create value through the connections and integration of enterprise
applications supporting critical workflows. By providing the industry's most complete and flexible
integration offerings, we are helping our clients build trusted relationships across their partner
ecosystems today, while providing all the control and visibility they need to advance their
business tomorrow.
At Cleo, we are not only passionate about helping our customers achieve success; we are
passionate about our team members. We foster innovation and empowerment through mentoring
in a thriving, high-velocity work environment. Our team members are among the best and the
brightest, working in an environment where strategy, technology, and marketing intersect to
create amazing products. And, we're only just getting started, so join us now!
Simply put, Cleo ... never stops
The Position
Cleo is looking for a Customer Success Associate that will work directly with existing customers and the CSM team to ensure a smooth onboarding, implementation, and renewal process. This intelligent, empathic, and high energy individual will hold responsibility within the CSM team who serve as the primary customer facing resource for all new and existing customers. Superb ability to interface with Customers, Sales, Services, Support, and Products Team is required.
What You Will Be Doing
  • Uphold Cleo's Customer Success strategy and processes
  • Adopt existing, and develop new, methodologies and best practices
  • Own day-to-day interactions between Cleo and a subset of customers through 1:1 and 1:many tech touch communications
  • Manage and facilitate cross-sell/upsell opportunities sourced within the broader Customer Experience organization.
  • Analyze and report on customer usage data, adoption, and project status
  • Oversee customer lifecycle processes/touch points and take clients on an optimal customer journey
  • Drive the customer escalation process
  • Develop ways for Customer Success to deeply understand our customers' objectives
  • Escalate issues appropriately to Services, Support, Product, etc.
  • Keep accurate records, including documented customer service actions and discussions.
  • Ensure that 100% of interactions are accurately recorded and follow ups scheduled

Requirements
  • 3-5 years working at an Enterprise Software and/or SaaS Company in a Customer Success, technical account management or a related field
  • Strong written and verbal communications ability
  • Proven ability to work in an environment with limited processes
  • Experience with Open-Source solutions
  • Experience working in a company selling applications, middleware, database, data warehouse, data integration technology or big/fast data technologies
  • Experience with annual subscription offerings

Top Skills

Data Integration Technology
Data Warehouse
Database Technologies
Middleware
Open-Source Solutions
SaaS

What the Team is Saying

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Rashon
Austin
Tico
Brittney
Mahesh
Shane
Topher
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The Company
HQ: Rockford, IL
500 Employees
Year Founded: 1976

What We Do

Join. Grow. Lead the Future of Supply Chain.

At Cleo, we don’t just integrate supply chains—we orchestrate them. As the pioneer and global leader of the Supply Chain Orchestration software category, Cleo is helping thousands of companies around the globe drive transformation, deliver excellence, and shape the future of their global operations.

Whether you're joining us from outside or growing within, Cleo is your platform to lead with purpose, innovate with impact, and thrive in a culture that champions your growth.


Why Join Us?

Strategic Influence: Be at the helm of global supply chain strategy, driving decisions that impact customers, partners, and communities worldwide.
Innovation-Driven Culture: Work with the latest in AI, automation, and digital supply chain platforms to solve complex challenges.
End-to-End Visibility: Lead across planning, sourcing, logistics, and fulfillment—connecting dots others can’t see.
Sustainability at the Core: Help build ethical, transparent, and sustainable supply chains that make a difference.


Why Grow with Us?

Leadership Development: Access world-class programs, executive mentorship, and rotational opportunities to accelerate your career.
Internal Mobility: We prioritize internal talent—your next big opportunity could be just one conversation away.
Recognition & Impact: Your ideas matter. Your leadership is visible. Your success is celebrated.
Inclusive Community: Thrive in a diverse, collaborative environment where every voice is heard and respected.


Our Promise

We are a top talent destination for supply chain leaders technology who want to make bold moves, solve real-world problems, and grow without limits. Whether you’re stepping into your first leadership role or scaling new heights, your journey starts here.


Cleo … never stops

Why Work With Us

Cleo’s people share a genuine respect for each other and for the future we’re helping our customers to create. Beyond guiding how we act, and more important than driving us to deliver solutions that help our company and our customers succeed, our core focus on Appreciation creates something even more essential, for everyone: enduring value.

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Cleo Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQRockford, IL
India
Chicago, IL
Netherlands
United Kingdom
Learn more

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