Customer Success Specialist Jobs in New York
Customer Success Specialist jobs in New York are among the most active in the country, concentrated in SaaS, fintech, media, and enterprise software with openings at every level from entry-level associate through senior and director roles. The heaviest hiring is in New York City, with additional clusters in Albany and Buffalo, where companies like Salesforce, IBM, and Bloomberg maintain substantial operations. The most in-demand specialties include onboarding, retention strategy, and technical account management. Find a role that fits below and apply directly.
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Showing 5 of 205+ Customer Success Specialist 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 Specialist Jobs in New York
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Find JobsCustomer Success Specialist Jobs by City in New York
Where New York roles are concentrated, by current openings.
Customer Success Specialist 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 specialist jobs across New York.
- Bachelor's degree in business, communications, or a related field required
- Two or more years of experience in customer success, account management, or SaaS support
- Demonstrated ability to manage a portfolio of accounts and drive product adoption
- Proficiency with CRM platforms such as Salesforce, HubSpot, or Gainsight
- Strong written and verbal communication skills for client-facing presentations and calls
- Experience working cross-functionally with sales, product, and implementation teams
Customer Success Specialist Jobs in New York: Frequently Asked Questions
How do you become a customer success specialist in New York?
Customer success specialist roles in New York require no state-issued license or registration. Most employers hire candidates with a bachelor's degree in business, communications, or a related field, plus demonstrated experience in client-facing work. New York's dense SaaS and fintech sectors often value hands-on CRM experience and measurable retention outcomes over specific degree fields, so building a portfolio of customer outcomes and earning a platform certification like Salesforce or Gainsight can strengthen your candidacy significantly.
How much do customer success specialists make in New York?
Customer success specialists in New York earn a median of about $48,000 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $36,270 for the lowest 10% to over $76,280 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire customer success specialists in New York?
Employers hiring customer success specialists in New York right now include HARVEY, Handshake, and Amazon Web Services, based on current listings on Migrate Mate as of November 2026. New York's concentration of enterprise software firms, media companies, and financial technology platforms means demand for this role stays consistent well beyond peak hiring seasons.
Which New York cities have the most customer success specialist jobs?
New York, Brooklyn, and Victor have the most customer success specialist openings in New York. New York City accounts for the large majority of listings given its density of SaaS headquarters, fintech firms, and enterprise clients, while Albany and Buffalo contribute openings driven by regional tech employers and large institutions that have expanded their customer success functions in recent years.
Are there remote customer success specialist jobs in New York?
Yes, and more than most fields. About 80% of customer success specialist openings tied to New York are remote or hybrid as of November 2026, reflecting how central digital communication tools are to the role. Onboarding coordination, renewal management, and ongoing account check-ins are the functions most commonly performed fully remote, while strategic account reviews and enterprise kickoffs more often require in-person presence.
How can I get hired as a customer success specialist in New York with little or no experience?
The most realistic entry path is moving laterally from a customer-facing role such as technical support specialist, sales development representative, or account coordinator, all of which New York employers treat as direct pipelines into customer success. Large New York-based firms in SaaS and fintech regularly hire associate customer success managers for structured onboarding programs. Earning a Gainsight or HubSpot customer success certification before applying gives candidates a measurable edge when competing for those associate-level openings.
Where can I find and apply to customer success specialist jobs in New York?
You can find and apply to customer success specialist jobs in New York on Migrate Mate, which lists current New York openings updated regularly. Search the listings, find roles that match your experience and preferred location or work arrangement, and apply directly to the ones that fit.
See All 205+ Customer Success Specialist Jobs in New York
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