Customer Success Associate (Contract to Hire)

United States·IrvineContract-to-Hiremid

OtherCustomer Success Associate

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Overview

CompassX is a boutique business and technology consulting firm. We help Fortune 500 and high-growth clients deliver their most strategic initiatives,

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OtherCustomer Success Associate

CompassX is a boutique business and technology consulting firm. We help Fortune 500 and high-growth clients deliver their most strategic initiatives, from enterprise transformations to digital and data-driven projects. With over 15 years of proven results, we’ve expanded across industries including financial services, pharmaceuticals, aerospace, consumer products, and quick service restaurants.

We are honored to be recognized as a three-time winner of Consulting Magazine’s Best Boutique Firms to Work For, and previously recognized as a “Best Place to Work” in Southern California and one of INC.’s 5000 fastest-growing private companies in the U.S.

We're hiring a motivated Customer Success Associate to bring structure, consistency, and momentum to how CompassX builds and grows client relationships. You'll be the one who ensures our business and relationship development efforts actually happen every week. You’ll help drive process improvement efforts and help grow our team's networks through smart, well-run outreach. It's a hands-on, high-visibility role with direct exposure to firm leadership and real ownership from day one.

Keep our outreach and follow-up message cadences on track. You’ll make sure client relationships, old and new, get consistent attention instead of falling through the cracks.

Design and run warm and cold outreach campaigns (LinkedIn, email) on behalf of our leadership team, helping them grow their professional networks without adding to their workload.

Take recurring administrative and sales-support work off our leaders' plates, including but not limited to: Scheduling, research prep, CRM upkeep, and follow-up drafting.

Help re-engage long-standing client relationships that haven't had recent attention, surfacing opportunities for our leaders to reconnect.

Support our client meetings calendar and post-meeting follow-up

Help drive campaigns to build awareness of our solution capabilities

Keep our CRM clean, current, and actually useful.

Manage administration of client MSP/VMS systems (SAP Fieldglass, Beeline), ensuring accuracy and timely response.

Coordinate end-to-end contractor onboarding and offboarding, including system setup and deactivation

Prepare and update Statements of Work (SOWs) and Master Service Agreements (MSAs)

2+ years of experience in sales operations, marketing operations, executive/sales support, or an operations type role (new grads with the right instincts welcome to apply).

Excellent written communication. The ideal candidate is comfortable drafting outreach messages and internal executive communications.

Highly organized, reliable, and process-minded. You like building systems and keeping them running and have a strong attention to detail.

Comfortable using (or quickly learning) a CRM, LinkedIn, and AI-assisted productivity/outreach tools.

A confident and diplomatic communicator. You'll be reminding senior leaders to follow through on commitments, tactfully and persistently.

No existing client network or sales/closing experience required! We're looking for someone who can build and run a great system, not someone who already has a rolodex.

A consulting mindset - Genuinely interested in understanding companies, industries, and people—can connect dots naturally across people, process and technology.

Takes initiative without being asked, identifies opportunities, and moves work forward independently.

Ability to synthesize information quickly and translate it into clear, actionable insights (“so what” and “why now”).

Comfortable operating in ambiguity, shifting priorities, and quickly learning new tools or approaches.

A front-row seat to how a consulting firm builds its from the ground up. You'll help shape it, not just execute someone else's playbook.

Direct, regular access to firm leadership and real ownership over a function they depend on.

Our consultants say CompassX is a place where they can truly find their own path. As part of a smaller firm, they see the impact of their work, have an identity, and know their voice matters. They value the freedom to take the reins of their careers, shape their client work, and maintain a direct line to leadership.

With CompassX’s focus on serving local Southern California clients, consultants not only build lasting relationships but also see the results of their work in the communities where they live.

At CompassX, you won’t just follow a path - you’ll create one.