Role Overview

We’re seeking a motivated and detail-oriented Client Success & Partnerships Intern to support the operational and strategic activities of our Client Success team on a part-time basis. This role is ideal for a student or early professional eager to gain hands-on experience in client relationship management, business operations, and partnership development within a fast-paced technology environment.

You’ll work cross-functionally to help ensure our client success operations run smoothly — from maintaining internal systems and client data to supporting partnership initiatives, presentations, and research.

Key Responsibilities

Operational & Administrative Support

• Assist in managing client documentation, internal knowledge bases, and resource organization.

• Update and maintain client data in Salesforce, ensuring accuracy and consistency.

• Help organize and track email distribution lists and client communications.

• Support Confluence page updates and internal information sharing.

Research & Analysis

• Conduct research on clients, competitors, and market trends to identify expansion or partnership opportunities.

• Summarize findings to support strategic account planning and performance insights.

Reporting & Data Management

• Compile and maintain data for internal dashboards, success metrics, and client reports.

• Assist with tracking partnership activities and engagement performance using tools such as Google Sheets, Salesforce, and Notion.

Process Optimization

• Identify opportunities to improve client success workflows and documentation practices.

• Support the implementation of new processes or tools that enhance efficiency.

Cross-Team Collaboration

• Work closely with Operations, Marketing, and Product teams to ensure alignment across client deliverables and communications.

• Collaborate on client success campaigns and partnership initiatives.

Content & Presentation Support

• Assist with the creation and refinement of presentation templates and client-facing materials.

• Ensure all deliverables maintain brand consistency and visual quality.

Ad Hoc Projects

• Provide support for special initiatives, events, or campaigns as needed by the Client Success and Partnerships teams.

Qualifications

• Currently pursuing or recently completed a degree in Business, Communications, Marketing, or a related field.

• Strong attention to detail and organizational skills.

• Proficient or willing to learn tools like Salesforce, Confluence, Notion, and Google Workspace.

• Excellent written and verbal communication skills.

• Proactive, adaptable, and eager to contribute in a collaborative environment.

About Posh

At Posh, we’re redefining how businesses engage with their customers through intelligent automation. Our AI-powered solutions empower financial institutions and other customer-focused organizations to deliver seamless, human-like experiences at scale.

We’re a team of curious, driven, and collaborative people who are passionate about solving complex problems and creating real impact for our clients. If you’re excited about learning the ins and outs of client success in a fast-growing tech environment — we’d love to have you on board.

Our company does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.