C

Remote Client Success Associate

icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

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Job Description - Remote Client Success Associate

About Us


Cardinal Education is a premier educational services firm based in the San Francisco Bay Area that provides world-class academic coaching, test preparation, and admissions advising. The Connect Division, the team concerned with client operations, is central to our service delivery model, coordinating logistics, managing relationships, and ensuring that every family experiences the highest level of support and impact.



Role Overview


We are seeking a Client-Focused Client Success Associate to own and manage ongoing relationships with families receiving our educational services. You will serve as the operational and relational hub for each client account, from onboarding through ongoing support, ensuring each family's experience is seamless, responsive, and high-value.



You’ll work closely with academic coaches, consultants, billing teams, and cross-functional leaders to deliver timely service, address concerns, and retain long-term clients.



Key Responsibilities



  • Serve as the primary point of contact for families after the initial onboarding, managing ongoing service delivery and communication.

  • Conduct regular client check-ins and provide timely, personalized support to maintain high levels of satisfaction and engagement.

  • Track client engagement and service quality, maintain accurate records, and recommend additional support to improve outcomes and retention.

  • Coordinate service launches and scheduling by aligning with internal teams, maintaining updated documentation, and addressing any issues to ensure a smooth client experience.

  • Work closely with Sales and Marketing to align messaging, share client insights, and support continuous improvements to the client experience.


Skills and Qualifications



  • Bachelor's degree or equivalent experience; background in education, customer success, or client services is a strong plus.

  • At least 2 years of experience in account management, client services, or operations.

  • Exceptional written and verbal communication skills.

  • Strong organizational skills and attention to detail.

  • Comfort working across multiple platforms (e.g., Google Workspace, Trello, CRM/billing systems).

  • Ability to multitask and manage multiple client relationships in a fast-paced environment.

  • Empathetic, service-oriented mindset with a bias toward action and follow-through.


Benefits



  • Competitive salary and performance-based bonuses

  • Ongoing compensation reviews and merit-based increases

  • Fully remote work environment with structured team support

  • Collaborative, high-performing team culture with cross-functional exposure

  • Hands-on mentorship and career development opportunities

  • Mission-driven work that directly impacts students and families

  • Company events and virtual team-building activities

  • Opportunities to grow within client operations, education services, and beyond

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