Customer Success Associate
About the Role
We are looking for a Client Success Associate who can help us manage and coordinate client operations after onboarding. This role is ideal for someone who enjoys communication, coordination, problem-solving, and working closely with teams and clients.
At Magsum Solutions, we work on business consulting, operational restructuring, process improvement, and strategic growth projects. The Client Success Associate will play an important role in ensuring our client engagements are well-organized, professionally managed, and smoothly executed.
This is not just a support role; we are looking for someone who can take ownership, maintain strong client relationships, and help drive operational efficiency internally.
Key Responsibilities
Client Coordination
Act as a point of contact for clients after onboarding
Coordinate meetings, follow-ups, and discussions
Maintain professional communication with clients
Ensure clients receive timely updates and responses
Project Coordination
Track ongoing projects and timelines
Coordinate internally with analysts and leadership teams
Follow up on pending tasks and deliverables
Help ensure projects move smoothly without delays
Documentation & Reporting
Prepare Minutes of Meeting (MOM)
Maintain project trackers and status updates
Organize client files and documentation
Support reporting and operational reviews
Operational Support
Work closely with Business Analysts and leadership
Assist in SOP and process coordination
Help maintain structured workflows and reporting systems
Support implementation tracking and internal coordination
What We’re Looking For
Positive communication and interpersonal skills
Strong follow-up and coordination ability
Organized and detail-oriented approach
Basic understanding of business operations
Comfortable using Excel, Google Sheets, and PowerPoint
Ability to handle multiple tasks and deadlines
Preferred Background
1–3 years experience in:
Client servicing
Operations coordinati