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Client Strategy Associate
Job Location:
Yearly Salary:
Posted:
11 June 2026 (30+ days ago)
Posted:
Application Deadline:
8 September 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Location: Remote Must be local to the Napa CA Area
Youre the kind of person who brings clarity to complexity.
You notice the details that keep things running smoothlyand the patterns that help people make better decisions. When priorities collide or information gets messy youre the one who brings order calm and forward motion.
You care about client experience. You like connecting dots across teams translating data into insight and making sure nothing important slips through the cracks. And you want your work to matterto clients to teammates and to the business.
Thats where Endsight comes in.
Who We Are:
Endsight is a fast-growing IT Managed Service Provider built on one core belief:
When we help others thrive we thrive too.
Who We Are:
Endsight is a fast-growing IT Managed Service Provider built on one core belief:
When we help others thrive we thrive too.
We partner with small and mid-sized organizationsincluding nonprofitsto ensure their technology delivers real business value. Our teams collaborate across strategy service delivery finance and operations to create thoughtful high-impact client experiences.
Working at Endsight feels a bit like being part of a great universityyoull learn fast build strong relationships and grow alongside people who care deeply about doing great work.
Benefits:
Benefits:
- Medical: Company pays 100% of the base plan for the employee and family
- Dental & Vision
- 401(k) with employer matching
- Accrued Paid Time Off
- 9 Paid Holidays
- Career Pathing
Purpose What Youll Do
As a Client Strategy Associate (CSA) youll support our Pods Client Strategy teams by helping ensure client strategy processes are executed consistently and effectively. Youll work closely with General Managers Technical Account Managers and cross-functional teams to improve client health retention and satisfaction.
Your work will include:
- Supporting executive business reviews (EBRs) and client check-ins through scheduling preparation data analysis and follow-up
- Monitoring client health trends and surfacing risks or opportunities using dashboards and reports
- Helping drive resolution for client issues disputes and escalations across teams
- Supporting onboarding renewals invoicing and client communications using Endsight best practices
- Collaborating with Finance Professional Services Support and Sales to ensure a cohesive client experience
- For experienced CSAs managing a small portfolio of clients to ensure they realize value from Endsights solutions
Who Thrives Here
Youll do well in this role if you:
- Take pride in helping clients and teammates succeed
- Enjoy organizing information managing follow-through and improving processes
- Communicate clearly calmly and professionallyespecially when stakes are high
- Are comfortable working with data systems and structured workflows
- Like collaborating across teams and building trusted relationships
- Want to grow your career in client strategy customer success or account leadership
Experience & Skills
Were looking for someone with 35 years of relevant experience such as:
- Client success account coordination or service delivery roles
- MSP SaaS or professional services environments
- Cross-functional client-facing work involving operations finance or support
Youll be successful if you bring:
- Strong organizational and follow-up skills
- Experience working in CRM and/or PSA tools
- Confidence managing recurring workflows (reporting scheduling invoicing support escalations)
- Excellent written and verbal communication skills
- A service-oriented mindset and steady approach under pressure
Why Join Endsight
- Work with a collaborative purpose-driven team
- Build skills in client strategy analytics and cross-functional leadership
- Make a direct impact on client retention and satisfaction
- Grow in a company that invests in learning career paths and doing the right thing
Join a Team Thats All-In on Helping You Thrive
If youre ready to grow your impact sharpen your client strategy skills and help organizations thrive through thoughtful execution and collaborationwed love to meet you.
Apply today and lets build something excellent together.
Required Experience:
IC
About Company
Experience 60% fewer IT support issues, a 98% customer satisfaction (CSAT) score & a 5-min help desk responses time in California & Hawaii.
