Job Description

Job Title: Customer Success Associate (CSA)

Location:

1471 S Elms Rd. Flint twp., MI 48532

Type:

Full-Time

Position Summary

The

Customer Success Associate (CSA)

is responsible for building long-term, trusted relationships with clients by ensuring they achieve maximum value from our products and services. This role serves as the primary point of contact for assigned accounts, focusing on client onboarding, engagement, retention, and satisfaction while coordinating internally to deliver exceptional customer experience.

The ideal candidate is a strong communicator, relationship builder, and problem-solver with experience managing client expectations in a

service-driven, or financial services environment

.

Client Relationship & Account Management

Serve as the primary relationship service representative for client accounts Develop a deep understanding of client needs, goals, and success criteria Proactively manage client communications before, during, and after implementation Drive client retention by ensuring consistent value delivery and satisfaction

Customer Experience & Support

Act as a trusted service representative, to clients, and best practices Resolve client issues efficiently by collaborating with internal teams Monitor customer health metrics and proactively address risks

Communication & Collaboration

Communicate clearly and professionally with clients via phone, email, and virtual meetings Partner with Sales, Marketing, Operations, and technical teams to ensure seamless service delivery Provide client feedback internally to improve products, processes, and services

Project & Process Management

Manage multiple client initiatives simultaneously while meeting timelines and expectations Coordinate client-related projects, implementations, and renewals Maintain accurate documentation and account notes within CRM systems (Redtail)

Growth & Revenue Support

Identify opportunities for upselling, cross-selling, and expanded engagement (non-commission-based) Support Sales and Marketing teams with client insights and success stories Assist in renewal discussions and contract reviews as needed

Required Skills & Qualifications

3-4 years

of experience in Customer Success, Account Management, Client Services, or related roles Strong

communication skills

(verbal and written) with the ability to explain complex information clearly Proven

customer service mindset

with a focus on relationship building Experience in

account management

and client retention strategies Strong

analytical and problem-solving skills

Experience managing multiple projects simultaneously Familiarity with

CRM systems

(Redtail preferred) Experience in

financial services, or subscription-based models

preferred Working knowledge of sales, marketing, and customer relationship management principles

Preferred Qualifications

Experience working in

financial services, fintech, insurance, or advisory environments

Bachelor's degree in business, Marketing, Communications, Finance, or related field (preferred) FINRA licenses (SIE, Series 6, 7, 63, 66) insurance licenses (Life, Health). Prefered.

Key Competencies

Client-focused and solution-oriented Highly organized with strong attention to detail Ability to manage priorities in a fast-paced environment Professional, empathetic, and confident communicator Collaborative team player with a proactive mindset

Why Join Khirfan Financial Co. Inc.?

Khirfan Financial has been serving clients since 1988. With generational business continuity in place. Client-first culture with a strong emphasis on long-term relationships Opportunity to make a meaningful impact on client outcomes Collaborative, growth-oriented work environment Competitive compensation and benefits package; $40,000- $60,000 (based on experience). Health insurance, Dental and 401k annual enterprise performance bonus
Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

401(k) 4% Match Dental insurance Health insurance Professional development assistance Volunteer time off
Education:

Bachelor's (Preferred)
Experience:

Customer service: 3 years (Required)
Work Location: In person