Versana

Client Success Operations Associate

Raleigh, NC

Sponsorship not specifiedDetected 34 days ago

RESTCRMProcess ImprovementCustomer SuccessAPI TestingCommunicationProblem Solving

About the role

By digitally capturing agent banks' data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market.

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.
Provide ongoing support to new clients with training and manual processing of the new product's launch.
Assist with developing and adhering to performance metrics and provide continued recommendations for process improvement to reduce turnaround times for existingprocesses.
The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana's new product launch.
This includes driving execution across product demonstrations, client onboarding, account activation and maintaining high quality documentation to support the scale of Versana's new product.

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.
Detailed knowledge of process planning.
Experience in customer facing role highly desirable.
Understanding of financial products (must have).

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Versana is an industry-backed fintech on a mission to make the syndicated loan market better.
Through our platform, participants can rest assured they are accessing the loan market's most credible source of deal information.
About You: The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana's new product launch.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Employer: We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This listing is sourced directly from Versana's careers page and normalized into a canonical job model.