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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
Operations Associate - Flex
Raleigh, NC · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Flex
Raleigh, NC · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Individuals in this role are responsible for the client experience and their satisfaction with our ... Bachelor's degree or Associates degree required * Must have NC Life License - will allow 90 days to ...
Individuals in this role are responsible for the client experience and their satisfaction with our ... Bachelor's degree or Associates degree required * Must have NC Life License - will allow 90 days to ...
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
New
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
New
Operations Associate - Flex
Durham, NC · On-site
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
New
Operations Associate - Flex
Durham, NC · On-site
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
New
Operations Associate - Flex
Concord, NC · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Flex
Concord, NC · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Flex
Raleigh, NC · On-site
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Flex
Raleigh, NC · On-site
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
National Sales Operations Associate
Lewiston Woodville, NC · On-site
$22 - $24/hr
What You Will Accomplish The National Sales Operations Associate serves as a dedicated sales ... Maintain detailed and timely documentation of all client interactions, internal communications, and ...
National Sales Operations Associate
Lewiston Woodville, NC · On-site
$22 - $24/hr
What You Will Accomplish The National Sales Operations Associate serves as a dedicated sales ... Maintain detailed and timely documentation of all client interactions, internal communications, and ...
Client Services Associate Are you looking for a challenging role that includes the convenience of ... Keep internal and external stakeholders (client, sales, service, operations, product) informed of ...
Client Services Associate Are you looking for a challenging role that includes the convenience of ... Keep internal and external stakeholders (client, sales, service, operations, product) informed of ...
Role Overview This role is part of the Securities Operations team, responsible for processing ... May include processing Separately Managed Account (SMA) client servicing tasks. * Must efficiently ...
Quick apply
Role Overview This role is part of the Securities Operations team, responsible for processing ... May include processing Separately Managed Account (SMA) client servicing tasks. * Must efficiently ...
Client Service Associate
Charlotte, NC · On-site
$14 - $19.50/hr
... areas of client operations, using exceptional communication skills and execution of ... The Client Service Associate may also assume a leadership role within the team or office and mentor ...
Quick apply
Client Service Associate
Charlotte, NC · On-site
$14 - $19.50/hr
... areas of client operations, using exceptional communication skills and execution of ... The Client Service Associate may also assume a leadership role within the team or office and mentor ...
Tax Operations Associate
Raleigh, NC · On-site
$56K - $75K/yr
Support tax team on client matters, including: * Perform detailed data entry and maintain accurate ... Associate or Bachelor's Degree preferred. (Finance or Accounting majors preferred) * Proficiency ...
Tax Operations Associate
Raleigh, NC · On-site
$56K - $75K/yr
Support tax team on client matters, including: * Perform detailed data entry and maintain accurate ... Associate or Bachelor's Degree preferred. (Finance or Accounting majors preferred) * Proficiency ...
The Associates support the contribution to business development, client engagement management ... Develops Management and Operations Consulting and functional skills. Associates serve and support ...
The Associates support the contribution to business development, client engagement management ... Develops Management and Operations Consulting and functional skills. Associates serve and support ...
Part-Time Stockroom Operations Associate
Gastonia, NC · On-site
$12.50/hr
You will efficiently process freight, replenishment, and omni channel operations. What You'll Do ... Client facing retail or service industry experience Pay Starts At: $12.50
Part-Time Stockroom Operations Associate
Gastonia, NC · On-site
$12.50/hr
You will efficiently process freight, replenishment, and omni channel operations. What You'll Do ... Client facing retail or service industry experience Pay Starts At: $12.50
Part-Time Stockroom Operations Associate
Winston Salem, NC · On-site
$13/hr
You will efficiently process freight, replenishment, and omni channel operations. What You'll Do ... Client facing retail or service industry experience Pay Starts At: $13.00
Part-Time Stockroom Operations Associate
Winston Salem, NC · On-site
$13/hr
You will efficiently process freight, replenishment, and omni channel operations. What You'll Do ... Client facing retail or service industry experience Pay Starts At: $13.00
Client Operations Associate information
See North Carolina salary details
$10.27 - $13.74
9% of jobs
$16.01 is the 25th percentile. Wages below this are outliers.
$13.74 - $17.22
24% of jobs
The median wage is $19.87 / hr.
$17.22 - $20.69
22% of jobs
$20.69 - $24.17
16% of jobs
$25.71 is the 75th percentile. Wages above this are outliers.
$24.17 - $27.65
9% of jobs
$27.65 - $31.12
7% of jobs
$31.12 - $34.60
4% of jobs
$34.60 - $38.07
4% of jobs
$38.07 - $41.55
3% of jobs
$41.55 - $45.02
1% of jobs
$45.02 - $48.50
0% of jobs
$10
$23
$48
How much do client operations associate jobs pay per hour?
As of Jul 13, 2026, the average hourly pay for client operations associate in North Carolina is $23.85, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $27.55 per hour, depending on experience, location, and employer.
What is the difference between Client Operations Associate vs Client Services Coordinator?
| Aspect | Client Operations Associate | Client Services Coordinator |
|---|---|---|
| Required Credentials | Typically a bachelor's degree, relevant certifications (e.g., CRM tools) | Similar educational background, often with customer service certifications |
| Work Environment | Corporate offices, financial firms, consulting companies | Financial institutions, marketing agencies, client-facing departments |
| Employer & Industry Usage | Used in finance, consulting, tech sectors | Common in finance, marketing, and service industries |
| Search & Comparison Intent | People comparing operational roles focused on client management and backend processes | Individuals looking for client-facing roles emphasizing service and support |
The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.
What are the key skills and qualifications needed to thrive as a Client Operations Associate, and why are they important?
To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.
What does a Client Operations Associate do?
A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.
How does a Client Operations Associate typically collaborate with other departments within a company?
Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.
What is a client operations associate?
A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.
What does a customer operations associate do?
A client operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to maintain client satisfaction and operational efficiency.
Is a CSA job stressful?
A Client Operations Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Success in the position often depends on strong communication skills, organization, and the ability to work under pressure.
What jobs pay 4000 a week without a degree?
A Client Operations Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain tech sales positions, which can reach or exceed that amount with experience and commissions. These roles often require strong communication skills, industry knowledge, and sometimes certifications, but not necessarily a college degree.
What are the most commonly searched types of Client Operations jobs in North Carolina? The most popular types of Client Operations jobs in North Carolina are:
What cities in North Carolina are hiring for Client Operations Associate jobs? Cities in North Carolina with the most Client Operations Associate job openings:
Job description
About Us:
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.
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 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 existingprocesses.
• 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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.
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 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 existingprocesses.
• 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
About Versana
Sourced by ZipRecruiter
Industry
Library and information services
Company size
1 - 10 Employees
Headquarters location
New York, NY, US
Year founded
2021