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[Remote] Customer Success & Implementation Associate

Work from home Full-time role Hiring

Note: The job is a remote job and is open to candidates in USA. Pivotly is an early-stage, fast-growing company that builds AI-powered software to automate manual document and data work. They are seeking a Customer Success & Implementation Associate to manage customer onboarding and ensure satisfaction, acting as a liaison between customers and internal teams.

Responsibilities

  • Own customer onboarding end to end — coordinate the steps, chase the details, keep everything moving
  • Serve as the primary point of contact for a set of customers: answer questions, solve problems, keep them informed
  • Keep implementation projects organized — timelines, checklists, status updates, nothing slipping through the cracks
  • Partner with engineering to get customer deployments configured and delivered
  • Catch when a customer is stuck or unhappy and step in early
  • Help build the playbooks and processes for how we onboard and support customers as we scale

Skills

  • Bright, curious, and a fast learner — comfortable picking up software and technical concepts
  • Highly organized — you track the details, hit your follow-ups, and keep things from slipping
  • A clear, warm communicator in writing and on calls
  • Comfortable with ambiguity and shifting priorities in a startup environment
  • Motivated by helping customers succeed
  • Recent grad or early-career — we care how you think and show up, not years of experience
  • Exposure to startups, SaaS, construction, or operations
  • Experience juggling projects, events, or teams — in a job, a club, or a campus role
  • Familiarity with spreadsheets, project trackers, or CRMs

Company Overview

  • Pivotly is a financial technology company providing AI-powered financial reporting and forecasting services. It was founded in undefined, and is headquartered in Stillwater, Minnesota, USA, with a workforce of 51-200 employees. Its website is https://pivotly.com.
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