Customer Success Associate

OperationsInc is part of Gallagher’s HR & Organizational Effectiveness practice, delivering tailored HR consulting solutions to organizations of all sizes. As a trusted partner, we provide strategic guidance and hands-on support to help clients address HR challenges and strengthen their people’s strategies.

With Gallagher’s global network of 70,000+ professionals, you’ll join a collaborative environment shaped by shared values and The Gallagher Way. Here, you’ll have the opportunity to make an impact, grow your expertise, and help clients thrive.

The Customer Success Associate will provide crucial support to the Customer Success department by ensuring operational excellence, smooth customer engagements, and well‑coordinated internal processes. This role provides essential administrative, data, and project support that enables the Customer Success Team to focus on building relationships, driving adoption, and ensuring customer value. This is an ideal role for someone who is seeking to build a career in Business Development/Customer Success and is highly organized, detail-oriented, proactive, and passionate about supporting teams that work directly with customers. 

• Maintain accurate, organized, and up‑to‑date customer records, including account details, documentation, tasks, and reports, within CRM platforms such as Salesforce.
• Prepare, update, and review customer-facing documents (SOWs, contracts, proposals) to support Customer Success team workflows.
• Coordinate new customer onboarding activities – including sending intake communications, liaising with Divisional Leaders to align and introduce consulting teams, preparing kickoff materials, managing follow‑ups, and collaborating with Finance.
• Act as the primary point of contact for inbound leads seeking Gallagher’s HR & Organizational Effectiveness Services, ensuring needs are qualified, documented, and routed appropriately.
• Support internal training of new CS team members, as needed.

Required: Bachelor's degree; no experience required.

Preferred:

• Strong, metrics-focused customer success and account management experience.
• Salesforce CRM and Customer focused selling   
• Establishing strong relationships with an ability to understand our customers' needs and provide solutions even if they are not clear on what they need.  
• A proven ability to use data to inform decision-making as part of a broader, strategic set of goals.  
• A general understanding of HR Services, Recruiting Services, Training & Development, and Payroll & HR Technologies. 

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Hereto review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.