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
- 3-4 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
Skills Required
- 3-4 years of experience at an enterprise software or SaaS company in Customer Success, technical account management, or a related field
- Strong written and verbal communication skills
- Ability to work effectively in an environment with limited processes
- Experience with open-source solutions
- Experience with applications, middleware, databases, data warehouses, data integration, or big data technologies
- Experience with annual subscription offerings
What the Team is Saying
Cleo Compensation & Benefits Highlights
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Healthcare Strength — Healthcare coverage is described as comprehensive, including medical, dental, vision, life insurance, and mental‑health support. This breadth indicates strong core health protections.
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Parental & Family Support — Parental and family support is portrayed as substantial, with generous paid leave for primary and secondary caregivers and family-related benefits. Caregiver-focused programs and childcare support are also noted.
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Retirement Support — Retirement benefits are characterized as solid, with company matching for pension/401(k) referenced publicly. Historical materials also point to a strong match for U.S. employees.
Cleo Insights
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.
