Customer Success Analyst/Associate

Monitor customer health indicators and assist with identifying potential risks

Maintain account records, action plans, and success tracking within internal systems

Support customer outreach campaigns, adoption programs, and engagement initiatives

Help prepare customer-facing materials, presentations, and reporting

Assist with executing customer maturity and adoption programs using established playbooks

Coordinate training activities and Train-the-Trainer initiatives

Support rollout and communication of new platform features and capabilities

Help customers understand best practices and operational use cases

Partner closely with Customer Success, Implementation, Product, Support, and Account Management teams

Participate in customer handoffs and internal account reviews

Escalate customer issues and coordinate follow-up actions with appropriate teams

Provide feedback and insights to improve customer experience, adoption, and retention efforts

BA/BS degree or equivalent experience

0–3 years of experience in Customer Success, Account Management, Operations, Consulting, Project Coordination, or related roles

Strong organizational and time management skills

Excellent written and verbal communication abilities

Analytical mindset with the ability to interpret data and identify trends

Ability to manage multiple priorities and work effectively in a fast-paced environment

Comfort working with both customer-facing and internal stakeholders

Eagerness to learn customer success methodologies and SaaS best practices

Experience in supply chain, logistics, warehousing, manufacturing, or workforce management environments

Familiarity with customer success concepts, adoption programs, or account health monitoring

Experience working with SaaS software platforms

Exposure to customer-facing reporting, dashboards, or business reviews

Familiarity with HubSpot, Zendesk, Linear, Gainsight, Salesforce, or similar platforms

Experience supporting enterprise or multi-site customers

Customer engagement and adoption metrics

Accuracy and completeness of customer success data and reporting

Timely completion of customer follow-up actions and deliverables

Customer satisfaction and responsiveness

Contribution to account health monitoring and risk identification

Effectiveness of collaboration with Customer Success Managers and cross-functional teams

Ensuring a diverse and inclusive workplace where we learn from each other is core to Takt's values. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and supportive place to work. Takt will ensure that individuals with disabilities are provided reasonable accommodations to participate in the interview process, perform essential job functions, and receive other benefits of employment.

Please note that visa sponsorship is not available for this position.