Note: The job is a remote job and is open to candidates in USA. Slate helps organizations invest in their people through leadership coaching and career transition support. They are seeking a Senior Customer Success & Operations Associate to support customer success, operations, and engagement across their programs, ensuring a positive experience for participants, clients, and coaches.
Responsibilities
- Support participant onboarding and program administration
- Coordinate coach and adviser matching, scheduling, and service requests
- Conduct participant check-ins and follow-up communications
- Support surveys, feedback collection, and engagement tracking
- Execute outreach and follow-up campaigns
- Maintain participant records, program data, and key workflows
- Prepare recurring reports and support client review meetings
- Assist with onboarding new clients, projects, and cohorts
- Ensure information is accurate, organized, and accessible across teams
- Improve workflows and operational processes
- Identify opportunities for automation and efficiency
- Leverage AI tools to streamline recurring work
- Help turn recurring challenges into practical solutions
- Coordinate webinars, roundtables, and virtual events
- Support email campaigns and outreach initiatives
- Assist with presentation materials and related communications
- Support newsletters, LinkedIn content, and contact management efforts
Skills
- Must reside in CA, NY, GA or NC
- Organized, resourceful and growth-minded
- Enjoys meaningful work and communicates with care
- Takes pride in creating a seamless experience for participants, clients, and coaches
- Eager to learn and willing to jump into a variety of work
- Comfortable using technology thoughtfully
- Energized by solving problems in a growing business
- Communicates internally and externally with clarity, care, and professionalism
- Highly organized, detail-oriented, and reliable in follow-through
- Takes ownership and solves ambiguous problems with resourcefulness
- Motivated to learn and willing to jump into different types of work
- Brings curiosity and a collaborative approach
- Embraces using AI and technology to work more effectively
- Consistent daily availability required Monday through Friday
- Flexibility to schedule hours between 11am-5pm ET / 8am-2pm PT
Benefits
- Paid time off
- 401(k) matching benefits
Company Overview
We deliver personalized impact-driven leadership and career coaching to empower leaders to thrive. It was founded in 2012, and is headquartered in Menlo Park, California, USA, with a workforce of 11-50 employees. Its website is https://www.slateadvisers.com.Company H1B Sponsorship
Slate has a track record of offering H1B sponsorships, with 2 in 2026, 30 in 2025, 4 in 2024, 2 in 2023. Please note that this does not guarantee sponsorship for this specific role.