Customer Success Associate

Are you a curious person, ready to learn about small businesses and help them grow?  Are you a technology enthusiast looking to help businesses solve problems using technology? Do you thrive in a fast-paced environment? 

The Align Customer Success Associate is an entry level position that guides clients to solve complex strategic enablement challenges using proven business frameworks and the Align software.  This person builds relationships with current customers, supports their use of the software, and helps them to adopt new habits using the Align tools.

The CSA’s goal is to make promoters out of every user by providing value through creative outreach, training and integration sessions, interesting videos and courses and more.

What you will do as an Associate:

  • Learn Customer Success as you support the current CSAs.
  • Proactive Outreach: Regularly reach out to all accounts that have not been contacted recently to ensure client engagement and satisfaction.
  • Client Relationship Management: Own client relationships for integrations, ensuring smooth implementation and ongoing support.
  • Training and Education: Conduct active training sessions for current clients, create new training videos, develop Align learning courses, and update FAQs to keep clients informed and empowered.
  • Support Management: Own all support cases and escalations, ensuring timely and effective resolution of client issues.
  • Channel Partner Support: Provide support for the channel partner business, fostering strong partnerships and collaboration.
  • Churn Prevention: Proactively identify accounts at risk of potential churn, react promptly, and develop customized action plans to retain customers.
  • Team Collaboration: Support and participate in all functions of the customer-facing team, including training, customer strategy, technical support, reporting (both internal and external), and account analysis.

You have proven experience to:

  • Thrive in a rapidly changing, high-energy, high-expectations environment
  • Manage a large workload – multi-tasking will be your constant state!
  • Write professional emails 
  • Present to a large group of people both for training and for client learning presentations
  • Pick up software easily – familiarity with Salesforce and Zapier are a plus
  • Be flexible, learn from mistakes, and adapt quickly
  • Work well independently and with a team and has a proven track record of taking initiative


  • 1+ years of customer facing experience at a SaaS/Technical business preferred
  • Bachelor’s degree
  • Excellent and professional written communication
  • Understanding of Data Analytics and Reporting
  • Detail oriented with the ability to manage multiple tasks and prioritize effectively.
  • Energetic, mature, positive attitude

Position Location: New Orleans, LA
Must be authorized to work in the US.

NOTE: Submit resume and cover letter as a PDF.  Cover Letter is strongly recommended. No Recruiters Please. 

About Align

Align is a strategy enablement software for companies and their teams. We provide tools to plan and communicate shared priorities for everyday focus on the right things. Our suite of priority planning, execution and performance tools instill the daily habits used by the most effective organizations. We’re driven to deliver transparency and alignment across our customers’ entire company, to create happy teams that reach their goals!

Nearly 1000 companies and 14,000+ users across all industries, in more than 64 countries use Align. We have big plans for our product and are looking for motivated people that want to help build something great!

NOTE: Submit resume and cover letter as a PDF.  Cover Letter is strongly recommended. No Recruiters Please.