Top 7 Client success associate Jobs in Tustin, Ca

Customer Success Associate
Working Capital Marketplace —Irvine, CA
- $39,520 a year
- Full-time
- Mid-level
- Office
- Communication skills
- Paid training
- Health insurance
Quick Apply
Client Success Associate
EBizCharge —Irvine, CA
- Full-time
- Microsoft Outlook
- Office
- Communication skills
- Paid holidays
- Health insurance
Senior Associate - Client Success
Baker Tilly Advisory Group, LP —Irvine, CA
- $83,820 - $127,120 a year
- Full-time
- Oracle
- Research
- Mid-level
Quick Apply
4d
Customer Success Associate
Kinetic Automation Inc. —Costa Mesa, CA
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Client Relationship Associate
M4 Security Guard Service Inc —Orange County, CA
- $18 - $23 an hour
- Full-time
- Mid-level
- Communication skills
Quick Apply
1h
Senior Associate, Customer Success
Baker Tilly Advisory Group, LP —Irvine, CA
- $57,304 - $97,790 a year
- Full-time
- ERP systems
- Mid-level
- 3 years
Quick Apply
Sales & Customer Service Associate
Progressive Realty Partners —Irvine, CA
- From $22 an hour
- 8 hour shift
- Spanish
- Writing skills
- English
- Health insurance
- Dental insurance
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Customer Success Associate
Working Capital Marketplace —Irvine, CA
Track follow-ups and ensure every client receives proactive communication. You'll work with an established portfolio of qualified business owners who have…
$39,520 a year
Quick Apply
Customer Success Associate (Entry-Level)
Gurucul —El Segundo, CA
Bachelor’s or Master’s degree in Business, Communications, Information Systems, Cybersecurity, Analytics, or related field.
$75,000 - $95,000 a year

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Success Associate
Gordon Flesch Company —Dublin, OH
Valid driver’s license and appropriate auto insurance as dictated by state requirements. Help develop and execute customer success plans tailored to each…
$27.50 - $30.00 an hour
Quick Apply
6d
Client Account Associate (Accountant)
Supporting Strategies —Columbus, OH
This role combines technical accuracy with strong communication, teamwork, and problem solving. At least five (5) years' practical bookkeeping/accounting…
$90,000 a year

I want to receive the latest job alert for client success associate in tustin, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client success associate jobs near tustin, ca

Customer Success Manager jobs in Irvine, CA

Client Associate jobs in Orange County, CA

Customer Success Manager jobs in Costa Mesa, CA

Customer Service Representative jobs in Irvine, CA

3rd Shift Customer Service jobs in Milwaukee County, WI

Customer Success Manager jobs in Springfield, MA

Customer Success Manager jobs in Reston, VA

Customer Success Specialist jobs in Atlanta, GA

Customer Service Manager jobs in Phoenix, AZ

Customer Success Manager jobs in San Diego, CA

Customer Success Manager jobs in Fort Lauderdale, FL

Customer Service jobs in Baton Rouge, LA

Customer Service jobs in Staten Island, NY

Office Manager jobs in Orange County, CA

Customer Success Manager jobs in Apex, NC

Customer Success Specialist jobs in Chicago, IL

Customer Success Manager jobs in Minnesota

Customer Success Manager jobs in Rochester, NY

Customer Success Manager jobs in Georgia

Customer Success Manager jobs in Alpharetta, GA

Customer Success Associate

Working Capital Marketplace
Irvine, CA

Quick Apply

Job Details

Full-time
$39,520 a year

Benefits

Paid training
Health insurance
Dental insurance
Paid time off
Snacks provided
Vision insurance
401(k) matching
Employee discount
Opportunities for advancement
Food provided

Qualifications

Customer relationship building
Consultative selling

Full Job Description

Benefits:

401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Employee discounts
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance

Irvine, CA (In-Office)

Full-Time

$39,520 Base + Uncapped Commission

Build Relationships. Create Opportunities. Drive Revenue.

At Working Capital Marketplace (WCMP), funding isn't the finish line—it's the beginning of the relationship.

We're looking for a Customer Success Associate who can build lasting relationships with business owners while uncovering future funding opportunities. Although this role manages an existing portfolio of clients, make no mistake, this is a sales development role. Your success comes from staying connected with clients, identifying their future capital needs, and generating renewals, referrals, and additional funding opportunities.

Unlike traditional sales positions, you won't be cold calling strangers. You'll work with an established portfolio of qualified business owners who have already received funding and continue to seek capital as their businesses grow.

What You'll Do

Relationship Development

Manage an existing portfolio of business owners.
Conduct Monthly Business Reviews to understand each client's goals and challenges.
Build trust and become your clients' first call for future financing needs.

Sales Development

Identify renewal, refinance, and growth opportunities.
Generate referrals through exceptional relationship management.
Partner with internal funding teams to help clients secure additional capital.
Develop opportunities that drive revenue for both your clients and WCMP.

Portfolio Management

Maintain detailed CRM notes and client records.
Request and review updated business bank statements.
Track follow-ups and ensure every client receives proactive communication.

What We're Looking For

Required

Strong communication and relationship-building skills.
A sales mindset with the ability to uncover opportunities through conversation.
Excellent organization and attention to detail.
Comfortable working in a fast-paced, performance-driven environment.
Positive attitude with a team-first mentality.

Preferred

Experience in Sales, Customer Success, Account Management, Financial Services, Banking, or Lending.
Salesforce or CRM experience.
B2B sales experience is a plus.

Why Join WCMP?

Base salary plus uncapped commission
Existing portfolio of qualified clients, no cold prospecting
Paid training
Monday–Friday schedule
Growth and advancement opportunities
High-energy, collaborative culture
Realistic six-figure earning potential for top performers

Success in This Role

Success isn't measured by the number of calls you make, it's measured by the relationships you build and the opportunities you create. By staying engaged with your portfolio and understanding your clients' businesses, you'll generate renewals, referrals, and additional funding opportunities that directly impact your income.

Ready to Grow With Us?

If you're looking for a relationship-driven sales role with uncapped earning potential and the opportunity to help small business owners succeed, we want to hear from you.

Apply today and start building relationships that create long-term success, for your clients and your career.

Quick Apply

Refine Your Search

client success associate jobs in tustin, ca

Customer Success Associate

Client Success Associate

Senior Associate - Client Success

Customer Success Associate

Client Relationship Associate

Senior Associate, Customer Success

Sales & Customer Service Associate

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for client success associate in tustin, ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected