Versana

Client Success Operations Associate

Versana

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $110,000 - $130,000 per year

Tech Stack

Go

About the role

  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

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