Portfolio Jobs

About Oversight

Oversight is the leader in Finance Risk Intelligence, delivering AI-powered operational intelligence that helps Global 1000 finance teams identify, prioritize, and address financial risk with greater visibility, confidence, and control.

Headquartered in Atlanta, GA, Oversight is purpose-built for enterprise finance and integrates across ERP, AP, T&E, procurement, P-cards, vendor statements, and payment systems to continuously analyze financial activity and transform fragmented data into actionable intelligence. By combining advanced AI, behavioral intelligence, and decades of finance risk expertise, Oversight helps organizations strengthen controls, automate low-risk resolution, and move from reactive reviews to continuous assurance in an increasingly complex financial environment.

Recognized by Everest Group as a pioneer and leader in the emerging Finance Risk Intelligence (FRI) category, Oversight is helping define the future of AI-powered financial risk management.

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 and functional 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 system analytics, along with functional 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

Workbench Refinements

• Support accounts by thoroughly evaluating client data across internal policies and Oversight applications to identify policy and procedure problem areas and recommend best practices and improvement opportunities based on client preferences.
• Prepare refinement suggestions for best-in-class system optimization and to increase the client’s true positive rate
• Brief CSM’s on recommendations, best practices and refinement opportunities post evaluation
• Prepare documentation needed to present improvements and partner with CSM’s to present to clients when needed
• Prepare additional documents as needed including but not limited to – standard operating procedure documents, policy and procedure clarifications and tips and tricks.
• Utilize AI agents to align configurations to policies and provide information and modification suggestions to CSMs

CSM Support & Account Operations

• Assist in tracking client KPIs, renewals, and account health metrics.
• Submit Support tickets and work with Support on behalf of the client to ensure configurations and assignments are applied accurately and smoothly

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

Cross-Functional Coordination

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

Process & Documentation

• Maintain internal documentation, customer refinements, and customer standard operating procedures.
• Track system module utilization and changes in workflow

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.

Qualifications and Skills

• Advanced experience in auditing, financial data analysis or data analytics as a practitioner, or with complementary or competitive products and services
• Strong attention to detail and organizational skills.
• 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