Portfolio Jobs

About Oversight

Oversight is the world’s leading provider of AI-based spend management and risk mitigation solutions for large enterprises. Based in Atlanta, GA, Oversight works with many of the world’s most innovative companies and government agencies to digitally transform their spend audit and financial control processes. Learn More.

Oversight’s AI-powered platform works across our customers’ financial systems to continuously monitor and analyze all spend transactions for fraud, waste, and misuse. With a consolidated, consistent view of risk across their enterprise, customers can prevent financial loss and optimize spend while strengthening the controls that improve compliance.

Position Overview: Job Purpose

The Client Success Associate (CSA) is an entry-level, back-office role designed to support Senior Client Success Managers (CSMs) in delivering an exceptional client experience and driving customer success outcomes. This role focuses on behind-the-scenes execution, operational support, and data management to ensure seamless client engagement and account health.

The CSA plays a critical role in enabling CSMs to focus on strategic relationship management by handling administrative, analytical, and coordination tasks. This position is ideal for someone early in their career who is detail-oriented, analytical, and eager to grow within Client Success.

Responsibilities and Expectations

CSM Support & Account Operations

• Support CSMs in managing day-to-day client account activities.
• Prepare materials for client meetings, including reports, presentations, and data summaries.
• Maintain accurate and up-to-date client records in Client Success platforms.
• Assist in tracking client KPIs, renewals, and account health metrics.
• Utilize AI agents to align configurations to policies and provide information and modification suggestions to CSMs.

Data Management & Reporting

• Compile and analyze client data to support business reviews and strategic discussions.
• Generate recurring reports on product usage, performance, and client outcomes.
• Identify trends or anomalies in client data and escalate insights.
• Assist in complex client support ticket tracking, updating of statuses and next steps to assist in client communication.

Client Lifecycle Support

• Assist in onboarding activities by coordinating internal resources and tracking milestones.
• Support renewal and expansion processes through data preparation and documentation.
• Monitor client engagement metrics and flag potential risks or churn indicators.

Cross-Functional Coordination

• Coordinate with internal teams (Implementation, Delivery, Product, Support, Finance) to ensure timely execution of client-related tasks.
• Track and follow up on action items from internal and client meetings.
• Help manage internal workflows to ensure client deliverables are completed on time.

Process & Documentation

• Maintain internal documentation, playbooks, and standard operating procedures.
• Identify opportunities to improve efficiency in Client Success processes.
• Ensure consistency and accuracy in all client-facing and internal documentation.

Product & Platform Support

• Develop foundational knowledge of Oversight products and capabilities.
• Assist with basic client inquiries and route more complex issues to appropriate teams.
• Support product adoption efforts through reporting and tracking usage metrics.

Additional Qualifications

• 0–3 years of experience in Client Success, Customer Support, Operations, or related field.
• Strong attention to detail and organizational skills.
• Analytical mindset with the ability to interpret data and generate insights.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Excel, PowerPoint, and CRM systems.
• Familiarity with Client Success and/or AI software is a plus.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Strong collaboration skills and willingness to learn from cross-functional teams.

Career Growth

This role is designed as a foundational step toward a Client Success Manager career path. High-performing Client Success Associates will have opportunities to grow into client-facing roles with increasing responsibility for account ownership and strategy.

Key Success Metrics

• Accuracy and timeliness of reporting and data management
• Effectiveness in supporting CSMs and improving team efficiency
• Quality and completeness of client documentation
• Responsiveness to internal and client-related requests
• Contribution to overall client retention and satisfaction