Client Success Operations Associate

🕒 April 20

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Versana

WebsiteLinkedInAll 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.

📋 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.