Client Success Operations Associate Versana is an industry-backed fintech on a mission to make the ... Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account ...
Client Success Operations Associate Versana is an industry-backed fintech on a mission to make the ... Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account ...
Client Success Operations Associate Versana is an industry-backed fintech on a mission to make the ... Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account ...
Client Success Operations Associate Versana is an industry-backed fintech on a mission to make the ... Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account ...
The Client Success Operations Associate reporting to the Director of Product Operations, will ... Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account ...
The Client Success Operations Associate reporting to the Director of Product Operations, will ... Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account ...
The Client Success Operations Associate reporting to the Director of Product Operations, will ... Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account ...
The Client Success Operations Associate reporting to the Director of Product Operations, will ... Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account ...
The Client Success Operations Associate reporting to the Director of Product Operations, will ... Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account ...
Quick apply
The Client Success Operations Associate reporting to the Director of Product Operations, will ... Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account ...
About the Role Home Solutions is seeking a Senior Business Operations Associate to help drive high ... This role is ideal for someone with experience in consulting, investment banking, private equity ...
About the Role Home Solutions is seeking a Senior Business Operations Associate to help drive high ... This role is ideal for someone with experience in consulting, investment banking, private equity ...
About the Role Home Solutions is seeking a Senior Business Operations Associate to help drive high ... This role is ideal for someone with experience in consulting, investment banking, private equity ...
About the Role Home Solutions is seeking a Senior Business Operations Associate to help drive high ... This role is ideal for someone with experience in consulting, investment banking, private equity ...
... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...
... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...
Operations Services Supervisor (Teller Manager)
Spring Hope, NC · On-site
$18 - $24.25/hr
As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. Processes teller ...
New
Operations Services Supervisor (Teller Manager)
Spring Hope, NC · On-site
$18 - $24.25/hr
As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. Processes teller ...
New
Operations Services Supervisor (Teller Manager)
Spring Hope, NC · On-site
$18 - $24.25/hr
As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. Processes teller ...
New
Operations Services Supervisor (Teller Manager)
Spring Hope, NC · On-site
$18 - $24.25/hr
As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. Processes teller ...
New
Operations Services Supervisor (Teller Manager)
Spring Hope, NC · On-site
$18 - $24.25/hr
As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. Processes teller ...
Operations Services Supervisor (Teller Manager)
Spring Hope, NC · On-site
$18 - $24.25/hr
As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. Processes teller ...
Branch Technical Support Manager
Raleigh, NC · On-site
This person will have familiarity with retail banking operations and will have solid communication ... associates, and business units. Ensures that team activities comply with all appropriate ...
Branch Technical Support Manager
Raleigh, NC · On-site
This person will have familiarity with retail banking operations and will have solid communication ... associates, and business units. Ensures that team activities comply with all appropriate ...
Branch Technical Support Manager
Raleigh, NC · On-site
This person will have familiarity with retail banking operations and will have solid communication ... associates, and business units. Ensures that team activities comply with all appropriate ...
Branch Technical Support Manager
Raleigh, NC · On-site
This person will have familiarity with retail banking operations and will have solid communication ... associates, and business units. Ensures that team activities comply with all appropriate ...
Branch Technical Support Manager
Raleigh, NC · On-site
This person will have familiarity with retail banking operations and will have solid communication ... associates, and business units. Ensures that team activities comply with all appropriate ...
Branch Technical Support Manager
Raleigh, NC · On-site
This person will have familiarity with retail banking operations and will have solid communication ... associates, and business units. Ensures that team activities comply with all appropriate ...
Branch Technical Support Manager
Raleigh, NC · On-site
This person will have familiarity with retail banking operations and will have solid communication ... associates, and business units. Ensures that team activities comply with all appropriate ...
Branch Technical Support Manager
Raleigh, NC · On-site
This person will have familiarity with retail banking operations and will have solid communication ... associates, and business units. Ensures that team activities comply with all appropriate ...
Lead and engage associates in daily huddles to support relationship-building activities. * Generate ... Manage the day-to-day operations of the banking center, executing strategic and tactical plans to ...
Lead and engage associates in daily huddles to support relationship-building activities. * Generate ... Manage the day-to-day operations of the banking center, executing strategic and tactical plans to ...
Lead and engage associates in daily huddles to support relationship-building activities. * Generate ... Manage the day-to-day operations of the banking center, executing strategic and tactical plans to ...
Lead and engage associates in daily huddles to support relationship-building activities. * Generate ... Manage the day-to-day operations of the banking center, executing strategic and tactical plans to ...
Mortgage Wire Desk, II Analyst
Raleigh, NC · On-site
$24 - $33.65/hr
Banking operations experience a plus. * Experience with the Know Your Customer (KYC) Due Diligence ... Carrington Associates. For more information about Carrington Charitable Foundation, and the ...
Mortgage Wire Desk, II Analyst
Raleigh, NC · On-site
$24 - $33.65/hr
Banking operations experience a plus. * Experience with the Know Your Customer (KYC) Due Diligence ... Carrington Associates. For more information about Carrington Charitable Foundation, and the ...
Specialist III - Universal Banker (Creedmoor Branch)
Raleigh, NC · On-site
$20.38 - $32.60/hr
Perform complex branch operational duties as assigned * Ensure that all required training is ... associate's degree preferred * Minimum of 1 year experience in banking or financial services ...
Specialist III - Universal Banker (Creedmoor Branch)
Raleigh, NC · On-site
$20.38 - $32.60/hr
Perform complex branch operational duties as assigned * Ensure that all required training is ... associate's degree preferred * Minimum of 1 year experience in banking or financial services ...
... associates. Responsibilities & Qualifications Account Maintenance & Processing * Process customer ... Review and update customer and account information within core banking systems. * Process account ...
... associates. Responsibilities & Qualifications Account Maintenance & Processing * Process customer ... Review and update customer and account information within core banking systems. * Process account ...
Banking Operations Associate information
See Raleigh, NC salary details
$10.98 - $14.70
9% of jobs
$17.12 is the 25th percentile. Wages below this are outliers.
$14.70 - $18.42
24% of jobs
The median wage is $21.25 / hr.
$18.42 - $22.13
22% of jobs
$22.13 - $25.85
16% of jobs
$27.50 is the 75th percentile. Wages above this are outliers.
$25.85 - $29.57
9% of jobs
$29.57 - $33.29
7% of jobs
$33.29 - $37
4% of jobs
$37 - $40.72
4% of jobs
$40.72 - $44.44
3% of jobs
$44.44 - $48.16
1% of jobs
$48.16 - $51.87
0% of jobs
$10
$25
$51
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Client Success Operations Associate
Raleigh, NC
Full-time
Re-posted 15 days ago
Job description
Client Success Operations Associate
Versana is an industry-backed fintech on a mission to make the syndicated loan market better. 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. Through our platform, participants can rest assured they are accessing the loan market's most credible source of deal information.
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.
Key Responsibilities:
- 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.
Must Haves:
- 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.
Equal Opportunity 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.
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.
About Versana
Sourced by ZipRecruiter
Industry
Library and information services
Company size
1 - 10 Employees
Headquarters location
New York, NY, US
Year founded
2021