Junior Client Success Specialist (Remote)

Responsibilities

• Partner with Client Success Management Leadership to create and keep up-to-date B2A documentation for new and existing accounts.
• Perform regular, structured audits of B2As to ensure alignment with active client contracts, scope changes, and deliverable schedules.
• Monitor deliverable completion against agreed-upon B2A milestones and flag discrepancies or potential risks to CSM Leadership.
• Keep central repositories, knowledge bases, and CSM tools organized and aligned with current B2A standards.

CS Operations & Administrative Auditing (~20%)

• Audit recurring administrative tasks across the CSM team (e.g., account health updates, account health scores, recurring weekly administration) to maintain quality control.
• Identify gaps in administrative routines and recommend streamlined templates, checklists, or procedural improvements.
• Maintain weekly and monthly operational scorecards detailing B2A completion rates and team administrative compliance.
• Assist CSM team members with ad-hoc administrative tasks and cross-functional handoffs as needed.
• Support other reporting/analysis areas including: Post-Conference dashboard audits/prep, Salesforce reports/dashboard creation and maintenance, Risk report analysis.
• Clear, concise written and verbal skills for coordinating across CSM leadership and Sales Directors.
• Able to prioritize tasks, meet recurring audit deadlines, and manage competing priorities independently.

Requirements

• 1-2 years of experience in an analytical, customer service, or administrative role.
• Proficiency with standard office productivity tools (Microsoft Office Suite, Google Workspace).
• Strong Excel / Google Sheets skills (data entry, basic formulas, filtering, and cross-referencing).

About the Role

We are looking for a detail-oriented, proactive

Junior Client Success Specialist to join our Client Success Management (CSM) team. In this role, you will primarily be responsible for creating, maintaining, and auditing

Budget to Actual (B2A) artifacts. Additionally, you will support CSM operations by conducting routine audits of administrative workflows and recurring team tasks to ensure operational excellence and consistency across client accounts.

This is an excellent role for an organized professional looking to build a strong foundation in Client Success and Account Operations.

Key Responsibilities

B2A Management & Auditing (Primary Focus - ~80%)

Education & Experience

Bachelor’s degree or equivalent professional experience.

Technical Skills

Familiarity with CRM systems (e.g., Salesforce) is a plus.

Exceptional Attention to Detail

High standard for accuracy when auditing documentation and data.

Analytical Mindset

Comfortable reading through contracts or agreements and mapping them to internal operational tasks.

What Success Looks Like in One Year

30 Days

Complete onboarding, gain full understanding of the B2A framework, and shadow CSM Leadership on current account practices.

60 Days

Take full ownership of B2A creation and begin running routine weekly audits.

90 Days

Establish a standardized administrative auditing process across all recurring CSM team tasks and present initial findings/improvements to CSM Leadership.

Location/Travel

This remote role can be located anywhere in the United States of America. There will be 30% travel in this role. Most trips will be 2-3 days and may include weekend travel. This travel may include attending client events, executive business reviews, and strategic stakeholder meetings.

Why work at RainFocus?

At RainFocus we delight millions of attendees at large-scale events by delivering better insights, experiences, and marketing. We were able to pivot our product and services offering in 2020 to continue growing and serving new clients and events.

As a member of the RainFocus team, you will have the opportunity to experience first-hand the impact of our platform at events around the world. Additionally, RainFocus offers competitive salaries, competitive benefits, 401k, generous PTO, and countless other team building activities.

What are you waiting for? Apply today! We need more talented, hard-working, fun-loving team members just like yourself!