Engagement Associate

Engagement Asociate

Customer Engagement | Enterprise AI | Execution & Enablement

Location: US Hybrid (Atlanta, GA)

Company Description

Terzo builds an AI-native enterprise data platform designed to power the commercial and financial operating system of modern companies. The platform transforms complex, unstructured enterprise data into structured, actionable intelligence used directly in operational and financial decision-making. Terzo sits at the intersection of data platforms, AI systems, and enterprise software, focusing on real production use cases rather than demos or point solutions.

The platform is built to handle enterprise-scale complexity. Terzo ingests and normalizes data from fragmented systems and documents, applies advanced AI to extract meaning, and delivers reliable, secure, and scalable capabilities customers depend on every day. Architectural decisions prioritize durability, correctness, and long-term evolution, creating a foundation capable of supporting a multi-layer AI platform over time.

Culture at Terzo centers on ownership, momentum, and craftsmanship. Engineers operate with real autonomy, take responsibility for end-to-end systems, and collaborate closely across disciplines. The team values high standards, direct communication, and continuous learning, attracting builders who want meaningful impact while helping shape the future of an ambitious enterprise AI platform.

Opportunity

We are hiring an Engagement Associate to support Terzo customers and help scale our customer engagement function as our customer base grows.

In this role, you will act as a force multiplier for Engagement Directors and Managers by owning tactical customer workstreams and ensuring consistent execution across accounts. You will help expand engagement coverage, maintain momentum across initiatives, and ensure customers feel supported throughout their lifecycle.

You will work closely with Engagement Directors, Product, Support, and cross-functional partners to translate strategy into action, maintain visibility across customer initiatives, and help Terzo scale engagement without sacrificing quality.

Roles & Responsibilities

• Support Engagement Directors and Managers by owning tactical execution across customer engagements
• Drive customer workstreams that translate strategic direction into clear, actionable progress
• Lead customer-facing sessions, including trainings, working sessions, and operational check-ins
• Maintain visibility into engagement plans, timelines, and active initiatives across assigned customers
• Track progress, risks, dependencies, and commitments to ensure momentum is sustained
• Support director-led customer calls by providing context, capturing decisions, and driving follow-ups
• Partner cross-functionally with Product, Support, and Customer Operations to unblock issues and advance outcomes
• Ensure consistent communication and follow-through across customer touchpoints
• Maintain continuity and engagement quality across a growing book of customers
• Support preparation for executive reviews and ongoing customer discussions
• Contribute to renewal readiness by maintaining awareness of engagement progress and adoption trends
• Help ensure customers feel informed, supported, and confident in their partnership with Terzo

Success Criteria

• 1–3 years of professional experience in a customer-facing, account-oriented, B2B role with a clear interest in growing a career in Customer Success
• Demonstrated ability to manage multiple priorities and customer interactions in a fast-paced, evolving environment
• Highly organized and reliable, with strong follow-through on commitments and next steps
• Proactive in identifying customer needs, risks, or gaps and taking action before issues escalate
• Strong communicator who can adapt to different customer and internal stakeholder audiences
• Self-motivated and goal-oriented, with a growth mindset and eagerness to learn
• Comfortable operating with ambiguity and translating context into action

Benefit & Perks

• Competitive salary, annual performance bonus, and employee stock option plan

• 100% paid medical, dental, and vision coverage

• 401(k) with employer contribution

• Generous vacation and sick leave

• Flexible work arrangements

• High-quality equipment for home and office

• Strong culture of collaboration, mentorship, and continuous improvement

Terzo is an equal opportunity employer and is committed to creating an inclusive workplace for all employees. We do not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, genetic information, or any other protected characteristic under applicable law. All employment decisions at Terzo are based on business needs, job requirements, and individual qualifications.