Aumni - Customer Success Associate

Join a dynamic team at Aumni, a JP Morgan company, where you will support cutting-edge software products that enable customers to structure their legal documents powerfully and provide investment insights.

 

Job Summary

As a Customer Success Associate at Aumni, a JP Morgan company, you will play a crucial role in supporting the Customer Success team. You will assist with various projects and tasks to ensure optimal customer engagement and satisfaction. Your role will involve collaborating with team members to drive product adoption and usage, and supporting the overall customer journey.

 

Job Responsibilities

• Assist the Customer Success team in managing customer relationships throughout the customer journey, including implementation, product adoption, usage, renewal, expansion, and advocacy.

• Support the team in building long-term collaborative partnerships with clients.

• Collaborate cross-functionally with departments such as Sales, Customer Operations, and Product to ensure strategy alignment.

• Help identify upsell and expansion opportunities through customer interactions and assist in developing strategies to align with customer business objectives.

• Support the management of renewal pipelines and forecasts, and assist with contract and invoicing efforts.

 

Required Qualifications, Capabilities, and Skills

• Experience: 1+ years in a support role within Customer Success or Account Management at a B2B SaaS company.

• Education: Bachelor's degree required.

• Skills:

  • Strong ability to support relationship-building efforts.

  • Understanding of client success best practices and strategies.

  • Excellent project and time management skills, with the ability to assist in managing multiple clients and tasks simultaneously.

  • Proactive, solution-oriented mindset for handling customer issues.

  • Technically savvy and quick to learn new systems and applications to assist with application training and product launches.

 

Preferred Qualifications, Capabilities, and Skills

• Experience in the venture capital industry with private company financings is a plus.

• A legal, financial, or accounting background within the context of the venture capital industry would also be a plus.

• This role is ideal for someone who is eager to support a team in driving customer success, has strong organizational skills, and is technically adept. Experience in the venture capital industry is a plus, but not mandatory.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the ba