What are the responsibilities and job description for the Client Success Associate position at PerkSpot?
PerkSpot is searching for a Client Success Associate to join our Client Success Operations team! At PerkSpot, our mission goes beyond discounts—it’s about empowering employees everywhere to make smarter spending decisions so they can do more of what they love. We believe every dollar saved can become a stepping stone to a brighter future, whether that’s a special family vacation, a first home, or simply extra peace of mind.
As a Client Success Associate, you will manage inbound inquiries and resolve issues for our SMB and mid‑market clients. You’ll also conduct strategic outreach to high‑potential accounts to drive utilization and overall program engagement.
This position is required to be in the office 3 days a week on Tuesday, Wednesday, and Thursday. Our office is located in the Merchandise Mart in downtown Chicago, IL.
What You’ll Accomplish
Our journey began in Chicago back in 2006 with a vision of helping employees stretch their paychecks without sacrificing what they love. What began as a small company with a big vision has evolved into a discount shopping solution employees across the globe rely on to stretch their paychecks. In 2018, PerkSpot raised $50M from Susquehanna Growth Equity and today the business serves more than 22 million employees from top employers including Southwest Airlines, Mayo Clinic, and Humana. We saw an opportunity to do more—to build something that brought genuine, life-enhancing value to employees’ everyday financial decisions.
Your First Few Months As a PerkSpotter
Providing value doesn’t have to wait, from day one we are open to your big ideas. In your first few months, you will..
PerkSpot offers competitive industry rate salaries with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity and across teams and levels. The salary range for this position is $50,000 - $55,000 plus a $2,000 annual bonus.
The Perks And Benefits
With a name like PerkSpot, it’s no secret that employee perks are kind of our thing. Below are a few of the many perks and benefits we offer to our people.
All applications will be kept strictly confidential. Please submit a resume and cover letter telling us how you stack up to the qualifications, plus any other information you feel would be relevant to PerkSpot. Don’t be afraid to show your spark and personality!
All positions require a full background screening.
Offering a diverse, equitable, and inclusive culture is a priority at PerkSpot. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
As a Client Success Associate, you will manage inbound inquiries and resolve issues for our SMB and mid‑market clients. You’ll also conduct strategic outreach to high‑potential accounts to drive utilization and overall program engagement.
This position is required to be in the office 3 days a week on Tuesday, Wednesday, and Thursday. Our office is located in the Merchandise Mart in downtown Chicago, IL.
What You’ll Accomplish
- Manage and resolve client issues by responding to inbound emails and phone calls from our 850 PerkSpot clients.
- Prioritize multiple incoming tickets based on urgency and business impact.
- Escalate complex client issues appropriately by providing an initial assessment and recommended approach.
- Report on key performance metrics, including First Response Time and Time to Resolution.
- Drive new user growth by coordinating program re-launches, promoting census file uploads, and ensuring client compliance.
- Conduct strategic outreach to high‑potential accounts to support engagement and growth opportunities.
- Develop processes and best practices to enhance operational efficiency.
- Manage incoming offer leads from clients seeking local partnerships.
- 1-2 years of experience in a client service role
- Experience managing and addressing several open service inquiries at once
- Knowledge in Salesforce, MS Excel, or any other tech software a plus
- Professional and empathetic but confident communication style
- Strong critical thinking and problem-solving skills
- Ability to collaborate effectively and work well within a team
Our journey began in Chicago back in 2006 with a vision of helping employees stretch their paychecks without sacrificing what they love. What began as a small company with a big vision has evolved into a discount shopping solution employees across the globe rely on to stretch their paychecks. In 2018, PerkSpot raised $50M from Susquehanna Growth Equity and today the business serves more than 22 million employees from top employers including Southwest Airlines, Mayo Clinic, and Humana. We saw an opportunity to do more—to build something that brought genuine, life-enhancing value to employees’ everyday financial decisions.
Your First Few Months As a PerkSpotter
Providing value doesn’t have to wait, from day one we are open to your big ideas. In your first few months, you will..
- Meet the team! We think our people are pretty great so we want to ensure you’re introduced to all of the right team members to help you succeed. You’ll report to the Senior Director of Client Success Operations and spend quite a bit of time with your fellow client success operations team members!
- Get to know PerkSpot! Immerse yourself in the business, engage with internal stakeholders, and participate in monthly company-wide All Hands meetings.
- Sharpen your skills! You’ll use creative solutions to solve problems and field inbound inquiries related to our SMB and Mid-Market Accounts.
- See your impact! Strive to keep PerkSpot’s active and prospective client partnerships positive and mutually beneficial!
- Participate in company-wide events! Whether it’s office miniature golf or a raffle gameshow, company culture is at the forefront of our business.
PerkSpot offers competitive industry rate salaries with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity and across teams and levels. The salary range for this position is $50,000 - $55,000 plus a $2,000 annual bonus.
The Perks And Benefits
With a name like PerkSpot, it’s no secret that employee perks are kind of our thing. Below are a few of the many perks and benefits we offer to our people.
- Health Benefits: Comprehensive medical, dental, and vision insurance effective on your first day of employment!
- Paid Time Off: Our generous PTO policy allows employees to take 20 vacation days and 10 sick days per year. We also recognize 10 paid holidays per year!
- Leave Benefits: Fully-paid parental leave and 100% employer-funded short-term & long-term disability insurance!
- Financial Wellness: 401(k) with company match, company equity, and free financial consulting from Mariner Financial!
- Office Perks: On-site gym access, bring your pet to work, and company-sponsored annual summer outing!
- Everyday Savings: Access to our exclusive discounts on the PerkSpot platform!
All applications will be kept strictly confidential. Please submit a resume and cover letter telling us how you stack up to the qualifications, plus any other information you feel would be relevant to PerkSpot. Don’t be afraid to show your spark and personality!
All positions require a full background screening.
Offering a diverse, equitable, and inclusive culture is a priority at PerkSpot. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Salary : $2,000