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Customer Success Generalist

Endex

Location
Onsite (New York City, New York · Los Angeles, Singapore · Los Angeles, California · Denver, Colorado · London, London · +3 more)
Employment
Full-time
Level
Mid Level
Posted 1 day ago

About the role

Endex builds AI agents that handle complex, end-to-end work for leading financial institutions and Fortune 500 companies. The Customer Success Generalist supports onboarding, manages customer communications, and improves internal processes to facilitate adoption.

Skills

Customer Success Onboarding Customer Communication Project Coordination Process Documentation Workflow Optimization Technical Support Problem Solving Microsoft Office Enterprise Productivity Tools Account Management Data Organization Written Communication Consulting Implementation

Benefits

  • Health Insurance
  • Dental Insurance
  • 401k Matching

Perks

  • Monthly Wellness Stipend

Full job details

Who We Are

Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. Today we're deployed across leading financial institutions and Fortune 500 companies, embedded in the tools and workflows they rely on. We operate at the frontier of agentic knowledge work, partnering closely with top AI research labs and backed by the OpenAI Startup Fund. We're on a mission to build the most capable digital coworker in the world.

About the Role

Location: New York City (Primary), Denver, Chicago, Singapore (APAC), London, San Francisco, Austin, Los Angeles
Commitment: 5 Days In-Person

We're looking for someone who enjoys helping customers make progress and is willing to do the practical work between a question and a useful result.

As a Customer Success Generalist at Endex, you'll support onboarding, customer communications and adoption programs across the customer team. You'll take on changing needs as they surface, keep smaller projects moving and help the team turn recurring customer requests into a clearer operating process.

Your Key Responsibilities

  • Support New Customers: Prepare onboarding materials, coordinate sessions and follow up on open tasks with the account owner.

  • Investigate the First Blocker: Gather useful context about a customer question, distinguish training from a product issue and route it with a clear next step.

  • Run Customer-Team Projects: Coordinate onboarding preparation, targeted adoption outreach and follow-up from workshops or feature launches.

  • Maintain Customer Context: Keep account notes, open issues and commitments accurate and accessible to the team.

  • Improve the Process: Identify recurring requests and create practical documentation or workflows that reduce friction.

What We're Looking For

  • Customer Mindset: You take a user's problem seriously and care about whether the answer helps.

  • Clear Writing: You communicate accurately and can make an unfamiliar workflow easier to understand.

  • Practical Curiosity: You learn tools quickly and investigate before escalating a question.

  • Strong Organization: You keep track of details across accounts, requests and projects.

  • Flexible Follow-Through: You can work across onboarding, support coordination and adoption programs while keeping account owners informed and commitments visible.

Nice to Have

  • Experience in customer success, support, consulting or implementation

  • Comfort with Microsoft Office and enterprise productivity tools

  • Experience documenting processes or running customer programs

Full-Time Benefits

  • Health & Dental Insurance

  • Monthly Wellness Stipend

  • 401K Matching