Client Success Operations Associate

Versana

Client Success Operations Associate driving client engagement and adoption for fintech product launch. Collaborating with cross-functional teams to ensure operational success of new product in Syndicated Lending.

Posted 4/20/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $110,000 - $130,000 per yearWebsite

Tech Stack

Tools & technologies

About the role

Key responsibilities & impact

Actively drive client participation and engagement to support a new Versana product launch. **
Collaborate with product, engineering, marketing, sales and customer success teams to deliver a product go-to-market (GTM) plans.**
Passionate about developing and implementing the ideal customer journey for a new product.**
Provide direct client training to drive adoption of Versana’s self-service technology solution.**
Coordinate efforts with the Head of Product, Client Success with Go-to-Market (GTM) execution for Versana new product launch, including Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account activation. **
Provide ongoing support to new clients with training and manual processing of the new product’s launch. **
Address queries from Agents and Lenders around the new product’s process and workflow, from loan and amendment documentation, system queries to process of the new product’s capture**
Assist with developing and adhering to performance metrics and provide continued recommendations for process improvement to reduce turnaround times for existing processes. **
Adhere to internal and external onboarding and new product related SLAs, where applicable.**
Ensure that all operations comply with industry regulations, data security standards, and risk management protocols.

Requirements

What you’ll need

3 to 5 years of experience in the Syndicated Lending market with a sound understanding of products and processes for both the primary and secondary lifecycles, is highly desirable.**
Prior experience with customer success in a start-up environment.**
Strong problem solving and analytical thinking skills, with a willingness to dive into details.**
Excellent communication and presentation skills. **
Detailed knowledge of process planning.**
Experience in customer facing role highly desirable.**
Exposure to CRM platforms to track and follow up on customer requests.**
Understanding of financial products (must have).**
Comfortable engaging with personas at all levels at buy side and sell side firms.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Versana Website LinkedIn All Job Openings 11 - 50 employees 💰 Venture Round on 2023-03 Versana is an industry-backed digital data and technology company on a mission to transform the syndicated loan and private credit markets. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into corporate loan level details and portfolio positions, bringing efficiency and velocity to the entire asset class. Through our centralized platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. With the support of our investors, Versana is fast becoming the technology of choice to usher in the long-awaited modernization of the syndicated loan market. For more information, visit versana.io. Client Success Operations Associate 🔥 22 minutes ago 🏢🏡 New York City – Hybrid 💵 $110k - $130k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Actively drive client participation and engagement to support a new Versana product launch. **
Collaborate with product, engineering, marketing, sales and customer success teams to deliver a product go-to-market (GTM) plans.**
Passionate about developing and implementing the ideal customer journey for a new product.**
Provide direct client training to drive adoption of Versana’s self-service technology solution.**
Coordinate efforts with the Head of Product, Client Success with Go-to-Market (GTM) execution for Versana new product launch, including Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account activation. **
Provide ongoing support to new clients with training and manual processing of the new product’s launch. **
Address queries from Agents and Lenders around the new product’s process and workflow, from loan and amendment documentation, system queries to process of the new product’s capture**
Assist with developing and adhering to performance metrics and provide continued recommendations for process improvement to reduce turnaround times for existing processes. **
Adhere to internal and external onboarding and new product related SLAs, where applicable.**
Ensure that all operations comply with industry regulations, data security standards, and risk management protocols. 🎯 Requirements
3 to 5 years of experience in the Syndicated Lending market with a sound understanding of products and processes for both the primary and secondary lifecycles, is highly desirable.**
Prior experience with customer success in a start-up environment.**
Strong problem solving and analytical thinking skills, with a willingness to dive into details.**
Excellent communication and presentation skills. **
Detailed knowledge of process planning.**
Experience in customer facing role highly desirable.**
Exposure to CRM platforms to track and follow up on customer requests.**
Understanding of financial products (must have).**
Comfortable engaging with personas at all levels at buy side and sell side firms. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Partner Success Associate, Dropship 🔥 26 minutes ago FARFETCH 5001 - 10000 🛍️ eCommerce 👗 Fashion 🛒 Retail Website LinkedIn All Job Openings Partner Success Associate managing dropship accounts at Stadium Goods. Cultivating supplier relationships to enhance growth and engagement. 🏢🏡 New York City – Hybrid 💵 $55k - $65k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success 🦅 H1B Visa Sponsor Customer Success Manager 🕒 2 days ago Macrobond 201 - 500 ☁️ SaaS 💸 Finance Website LinkedIn All Job Openings Customer Success Manager enhancing client onboarding and support while promoting Macrobond solutions. Collaborating with sales teams to maximize client relationships and drive product adoption. 🏢🏡 New York City – Hybrid 💰 Venture Round - Macrobond on 2018-01 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Client Success Manager 🕒 4 days ago Metergy Solutions 51 - 200 ⚡ Energy 🏠 Real Estate 🤝 B2B Website LinkedIn All Job Openings Client Success Manager at Metergy Solutions managing client relationships and ensuring satisfaction. Collaborating internally to deliver solutions across teams while driving client success initiatives. 🏢🏡 New York City – Hybrid 💵 $90k - $120k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Customer Success Manager 🕒 4 days ago Cinder 11 - 50 🔐 Security ☁️ SaaS 🤖 Artificial Intelligence Website LinkedIn All Job Openings Customer Success Manager ensuring effective technical support and adoption of Cinder's platform features. Collaborating with customers and internal teams for seamless experience in workflows. 🏢🏡 New York City – Hybrid 💵 $175k - $200k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Enterprise Customer Success Manager 🕒 5 days ago Prolific 51 - 200 🤝 B2B Website LinkedIn All Job Openings Enterprise Customer Success Manager collaborating with diverse enterprise customers at Prolific. Driving value realization through human data offerings in a hybrid work environment. 🏢🏡 New York City – Hybrid 💵 $180k - $240k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor View More Customer Success Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

Syndicated Lendingcustomer successprocess planningfinancial productsperformance metricsrisk managementdata security standardsproduct demonstrationsdocumentation gatheringaccount activation

Soft Skills

problem solvinganalytical thinkingcommunication skillspresentation skillsattention to detailclient engagementcollaborationtrainingprocess improvementcustomer facing