Customer Success Representative Jobs in New York
Customer Success Representative jobs in New York are concentrated in New York City, Buffalo, and Albany, where SaaS companies, financial services firms, and enterprise software providers maintain large customer-facing teams. Salesforce, Oracle, and Verizon are among the established employers with ongoing customer success hiring across the state. The most in-demand specialties are enterprise account management, onboarding and implementation support, and B2B retention. See the openings below and apply to the ones that match your experience.
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Showing 5 of 205+ Customer Success Representative jobs
We are looking for a New York City based or US based remote Digital Customer Success Lead to join our talented, dynamic, and rapidly growing global team. We have an in-office policy of 2 days per week for local NYC and London-based employees.
Company Description
OpenAsset is the leading marketing platform for the Architecture, Construction, and Engineering industries, trusted by 1,000+ clients over 20 years. Our mission is to be the most innovative partner to AEC firms, delivering solutions that help win more projects. We recently announced a new AI-Proposal product Shred to continue this mission.
We're a diverse, collaborative, and fast-growing team of 110+ employees with offices in New York, London, and Australia and a global client base. Backed by Marlin Equity Partners, we're passionate about creating an inclusive workplace where everyone feels valued and has a voice, and we actively hire from a diverse pool of candidates.
Digital Customer Success Lead Description
As our Digital Customer Success Lead, you will help a growing pooled portfolio of approximately 300 OpenAsset clients representing roughly $5M in ARR get more value from their investment. You will combine practical product guidance with one-to-many program design, creating a customer experience that gives clients timely help, builds confidence with OpenAsset Source, and scales beyond a traditional one-to-one coverage model. This is a foundational opportunity to define how OpenAsset supports customers who do not have a traditional dedicated CSM. You will establish proactive engagement cadences, turn recurring questions into useful self-service resources, and use customer health, product usage, automation, and AI to make outreach more relevant. Your work will help AEC firms get lasting value from their project information and digital assets while creating a stronger foundation for future adoption of the broader OpenAsset platform, including Shred.
You will work closely with CS leadership, Account Managers, CSMs, Product, Marketing, Operations, Sales Engineers, and technical teams. The role is ideal for someone who enjoys solving real client problems while also building the programs, workflows, and measurement practices that can support hundreds of customers as OpenAsset grows.
Responsibilities
- Establish a baseline for the pooled portfolio by analyzing client needs, adoption patterns, existing resources, coverage gaps, and signals that indicate risk or opportunity.
- Create a repeatable process for responding to pooled clients' configuration, product, and training questions, with clear escalation paths to CSMs, technical teams, Product, or other partners.
- Launch segmented engagement plays such as targeted outreach, office hours, webinars, lifecycle campaigns, and self-service resources that improve adoption without requiring every interaction to be one-to-one.
- Translate recurring customer questions and product friction into reusable help content, enablement resources, and recommendations for Product and CS leadership.
- Use customer health, product usage, and engagement data to prioritize outreach, identify adoption gaps, measure program effectiveness, and recommend where human attention will have the greatest impact.
- Partner with CSMs and CS leadership to define the ideal profile for pooled coverage and create a scalable way to identify eligible clients from CSM-owned books.
- Guide clients through OpenAsset Source workflows, troubleshoot configuration and workflow questions, and connect relevant Shred.ai or broader platform opportunities to Account Managers and product specialists.
- Use AI and automation to draft and personalize communications, summarize interactions, surface recurring patterns, and improve the speed and relevance of customer support while validating outputs and applying sound judgment.
Skills and Experience Must Haves
- 3–5 years of relevant customer success experience, with the range serving as a proxy for the practical judgment required to manage complex SaaS customer needs and build repeatable programs.
- Demonstrated experience managing a high-volume portfolio of 150–200 or more accounts in a B2B SaaS environment while maintaining useful prioritization and customer responsiveness.
- Hands-on experience building and running a scaled or digital customer success program for a large SaaS portfolio, including one-to-many engagement rather than only delivering one-to-one account management within an established model.
- Technical and AI fluency, including the ability to learn SaaS products, troubleshoot configuration and workflow questions, and use AI, automation, customer engagement platforms, and usage data to improve customer outcomes at scale.
- A bachelor's degree or equivalent practical experience is preferred.
Nice to Haves
- Experience designing one-to-many programs such as webinars, office hours, lifecycle campaigns, or self-service resources.
- Comfort using customer health and product usage data to identify adoption gaps, prioritize outreach, and measure program effectiveness.
- Experience managing help-site content or designing a help-site or customer university experience. Experience with digital asset management or proposal automation tools.
- Familiarity with architecture, engineering, construction, or related industries.
Benefits
- Competitive salary
- Medical / Dental / Vision coverage — 100% employer-paid for employees, 50% employer-paid for dependents
- 20 days paid time off per year + federal holidays
- 5 paid sick days
- Work from home flexibility
- Commuter benefits
- 401k with employer match (via Empower Retirement)
- Paid parental leave
- Career growth and development opportunities
This position is not eligible for visa sponsorship.
OpenAsset is an Equal Opportunity Employer. We base our employment decisions entirely on business needs, job requirements, and qualifications—we do not discriminate based on race, gender, religion, health, parental status, personal beliefs, veteran status, age, or any other status. We have zero tolerance for any kind of discrimination, and we are looking for candidates who share those values. Applications from women and members of underrepresented minority groups are welcomed.
We are looking for a New York City based or US based remote Digital Customer Success Lead to join our talented, dynamic, and rapidly growing global team. We have an in-office policy of 2 days per week for local NYC and London-based employees.
Company Description
OpenAsset is the leading marketing platform for the Architecture, Construction, and Engineering industries, trusted by 1,000+ clients over 20 years. Our mission is to be the most innovative partner to AEC firms, delivering solutions that help win more projects. We recently announced a new AI-Proposal product Shred to continue this mission.
We're a diverse, collaborative, and fast-growing team of 110+ employees with offices in New York, London, and Australia and a global client base. Backed by Marlin Equity Partners, we're passionate about creating an inclusive workplace where everyone feels valued and has a voice, and we actively hire from a diverse pool of candidates.
Digital Customer Success Lead Description
As our Digital Customer Success Lead, you will help a growing pooled portfolio of approximately 300 OpenAsset clients representing roughly $5M in ARR get more value from their investment. You will combine practical product guidance with one-to-many program design, creating a customer experience that gives clients timely help, builds confidence with OpenAsset Source, and scales beyond a traditional one-to-one coverage model. This is a foundational opportunity to define how OpenAsset supports customers who do not have a traditional dedicated CSM. You will establish proactive engagement cadences, turn recurring questions into useful self-service resources, and use customer health, product usage, automation, and AI to make outreach more relevant. Your work will help AEC firms get lasting value from their project information and digital assets while creating a stronger foundation for future adoption of the broader OpenAsset platform, including Shred.
You will work closely with CS leadership, Account Managers, CSMs, Product, Marketing, Operations, Sales Engineers, and technical teams. The role is ideal for someone who enjoys solving real client problems while also building the programs, workflows, and measurement practices that can support hundreds of customers as OpenAsset grows.
Responsibilities
- Establish a baseline for the pooled portfolio by analyzing client needs, adoption patterns, existing resources, coverage gaps, and signals that indicate risk or opportunity.
- Create a repeatable process for responding to pooled clients' configuration, product, and training questions, with clear escalation paths to CSMs, technical teams, Product, or other partners.
- Launch segmented engagement plays such as targeted outreach, office hours, webinars, lifecycle campaigns, and self-service resources that improve adoption without requiring every interaction to be one-to-one.
- Translate recurring customer questions and product friction into reusable help content, enablement resources, and recommendations for Product and CS leadership.
- Use customer health, product usage, and engagement data to prioritize outreach, identify adoption gaps, measure program effectiveness, and recommend where human attention will have the greatest impact.
- Partner with CSMs and CS leadership to define the ideal profile for pooled coverage and create a scalable way to identify eligible clients from CSM-owned books.
- Guide clients through OpenAsset Source workflows, troubleshoot configuration and workflow questions, and connect relevant Shred.ai or broader platform opportunities to Account Managers and product specialists.
- Use AI and automation to draft and personalize communications, summarize interactions, surface recurring patterns, and improve the speed and relevance of customer support while validating outputs and applying sound judgment.
Skills and Experience Must Haves
- 3–5 years of relevant customer success experience, with the range serving as a proxy for the practical judgment required to manage complex SaaS customer needs and build repeatable programs.
- Demonstrated experience managing a high-volume portfolio of 150–200 or more accounts in a B2B SaaS environment while maintaining useful prioritization and customer responsiveness.
- Hands-on experience building and running a scaled or digital customer success program for a large SaaS portfolio, including one-to-many engagement rather than only delivering one-to-one account management within an established model.
- Technical and AI fluency, including the ability to learn SaaS products, troubleshoot configuration and workflow questions, and use AI, automation, customer engagement platforms, and usage data to improve customer outcomes at scale.
- A bachelor's degree or equivalent practical experience is preferred.
Nice to Haves
- Experience designing one-to-many programs such as webinars, office hours, lifecycle campaigns, or self-service resources.
- Comfort using customer health and product usage data to identify adoption gaps, prioritize outreach, and measure program effectiveness.
- Experience managing help-site content or designing a help-site or customer university experience. Experience with digital asset management or proposal automation tools.
- Familiarity with architecture, engineering, construction, or related industries.
Benefits
- Competitive salary
- Medical / Dental / Vision coverage — 100% employer-paid for employees, 50% employer-paid for dependents
- 20 days paid time off per year + federal holidays
- 5 paid sick days
- Work from home flexibility
- Commuter benefits
- 401k with employer match (via Empower Retirement)
- Paid parental leave
- Career growth and development opportunities
This position is not eligible for visa sponsorship.
OpenAsset is an Equal Opportunity Employer. We base our employment decisions entirely on business needs, job requirements, and qualifications—we do not discriminate based on race, gender, religion, health, parental status, personal beliefs, veteran status, age, or any other status. We have zero tolerance for any kind of discrimination, and we are looking for candidates who share those values. Applications from women and members of underrepresented minority groups are welcomed.
See All 205+ Customer Success Representative Jobs in New York
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Find JobsCustomer Success Representative Jobs by City in New York
Where New York roles are concentrated, by current openings.
Customer Success Representative Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Technology & Software17
- Marketing & Advertising3
- Banking & Financial Services2
- Consulting & Professional Services2
- Insurance1
What New York Employers Look For
The qualifications that appear most often in customer success representative jobs across New York.
- Bachelor's degree in business, communications, or a related field preferred
- One to three years of experience in customer success, account management, or support
- Proficiency with CRM platforms such as Salesforce or HubSpot
- Strong written and verbal communication skills for client-facing interactions
- Demonstrated ability to manage multiple accounts and meet retention targets
- Familiarity with SaaS product onboarding or technical troubleshooting workflows
Customer Success Representative Jobs in New York: Frequently Asked Questions
How do you become a customer success representative in New York?
Customer success representative roles in New York do not require a state-issued license or exam. Most employers look for a bachelor's degree in business, communications, or a related field, paired with experience in a client-facing role such as account management or technical support. New York City's dense concentration of SaaS and financial technology companies makes it a strong market to break in, often through junior support or associate customer success roles that lead to a full representative title.
Which companies hire customer success representatives in New York?
Companies currently hiring customer success representatives in New York include HARVEY, Handshake, and Amazon Web Services, per current listings on Migrate Mate as of November 2026. New York City's large base of enterprise software, fintech, and media companies means customer success teams here tend to focus on high-value B2B accounts and complex product environments.
Which New York cities have the most customer success representative jobs?
New York, Brooklyn, and Victor have the most customer success representative openings in New York. New York City dominates the distribution because it serves as the headquarters or major regional hub for a high concentration of SaaS, financial services, and enterprise technology companies, while Buffalo and Albany generate steady demand from regional healthcare systems, insurance carriers, and state government contractors that maintain dedicated customer success functions.
Are there remote customer success representative jobs in New York?
Yes, and more than most fields. About 80% of customer success representative openings tied to New York are remote or hybrid as of November 2026, reflecting the role's desk-based, communication-driven nature. The positions most likely to stay fully remote are those focused on digital product onboarding, SaaS renewals, and email or chat-based account management, where in-person client contact is rarely required.
How can I get hired as a customer success representative in New York with little or no experience?
The most realistic entry path is a customer support or technical support associate role at a New York-based SaaS or fintech company, which many employers treat as a direct pipeline into customer success. Companies like Salesforce, IBM, and Bloomberg run structured associate programs in their New York offices that onboard candidates from adjacent roles such as help desk analyst or sales development representative. Building product knowledge and earning a platform certification such as Salesforce Administrator strengthens a new applicant's case significantly.
Where can I find and apply to customer success representative jobs in New York?
You can find and apply to customer success representative jobs in New York on Migrate Mate, which lists current openings across New York City, Buffalo, Albany, and other hiring markets in the state. Search the listings to find roles that match your background and experience level, then apply directly to the ones that fit.
See All 205+ Customer Success Representative Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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