Customer Success Associate

VcheckNew York, NY
7dOnsite

About The Position

Join our growing Customer Success Team as a Customer Success Associate. We're looking for a highly driven, self-starter to partner with sales and operate as a key project manager in the client order process. This role is paired with select clients and acts as the liaison between sales, clients, and our internal investigative teams. This role is in person and reports to our NYC office.

Requirements

  • 1-3 years of experience in a client-facing support or operations role
  • Experience with Salesforce Service Console (or other CRM) preferred
  • “Go-Getter” and “Self-Starter” mentality who thrives in fast-paced environment
  • Experience delivering client-focused solutions based on client needs
  • Excellent written, verbal and interpersonal communication
  • Excellent time management skills
  • Ability to take initiative with minimal supervision
  • Ability to multitask and produce highly detailed work

Responsibilities

  • Partner with clients to manage the entire order process, from intake to delivery
  • Work with sales team to assist with new client onboarding, account configurations, and daily operational support
  • Possess a deep understanding of our products and client use cases
  • Escalate and report on customer sentiment
  • Act as a liaison between the investigative teams, client, and sales
  • Clearly communicate and verify requirements received from client to internal teams
  • Data Entry into CRM
  • Performs other duties as assigned

Benefits

  • Competitive compensation package, including equity
  • Comprehensive benefits, including medical, dental, & vision insurance coverage for you & your loved ones
  • 401k plan with a 4% employer match
  • Flexible vacation policy, encouraging you to take the time you need
  • Annual wellness allowance to support your health and well-being
  • Quarterly team events to keep us connected in a hybrid environment
  • Play a vital role in shaping our company's future
  • A fun and collaborative work environment where you'll be supported by a team of dedicated and collaborative colleagues
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