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 ...
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 ...
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 ...
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 ...
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 - Part Time
Charlotte, NC ยท 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 - Part Time
Charlotte, NC ยท 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 ...
Resolve client needs quickly & effectively ensuring customer satisfaction * Identify product ... Operations Associate Qualifications * 1+ years prior work experience in a client-centric, sales ...
Resolve client needs quickly & effectively ensuring customer satisfaction * Identify product ... Operations Associate Qualifications * 1+ years prior work experience in a client-centric, sales ...
Resolve client needs quickly & effectively ensuring customer satisfaction * Identify product ... Operations Associate Qualifications * 1+ years prior work experience in a client-centric, sales ...
Resolve client needs quickly & effectively ensuring customer satisfaction * Identify product ... Operations Associate Qualifications * 1+ years prior work experience in a client-centric, sales ...
The Client Operations Specialist is a sales support role assisting field Client Managers with the ... Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to ...
The Client Operations Specialist is a sales support role assisting field Client Managers with the ... Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to ...
Resolve client needs quickly & effectively ensuring customer satisfaction * Identify product ... Operations Associate Qualifications * 1+ years prior work experience in a client-centric, sales ...
Resolve client needs quickly & effectively ensuring customer satisfaction * Identify product ... Operations Associate Qualifications * 1+ years prior work experience in a client-centric, sales ...
Operations Associate - Part Time
$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 - Part Time
$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
$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
$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 - Part Time
Charlotte, NC ยท 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 - Part Time
Charlotte, NC ยท 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 - Part Time
Concord, NC ยท 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 - Part Time
Concord, NC ยท 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
NC ยท 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
NC ยท 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 - Part Time
$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 - Part Time
$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 - Part Time
Charlotte, NC ยท 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 - Part Time
Charlotte, NC ยท 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 ...
Securities Operations Associate
Charlotte, NC ยท On-site
This Associate will work closely with our primary tax vendor, PricewaterhouseCoopers, our ... Build expertise in operational processes including client account onboarding, cash payments ...
Securities Operations Associate
Charlotte, NC ยท On-site
This Associate will work closely with our primary tax vendor, PricewaterhouseCoopers, our ... Build expertise in operational processes including client account onboarding, cash payments ...
High School Diploma or equivalent, Associates or Bachelor degree preferred * Minimum 6 months in a ... Client Operations Team Member Exempt/Non-Exempt Non-Exempt About the Organization PRISM Home ...
High School Diploma or equivalent, Associates or Bachelor degree preferred * Minimum 6 months in a ... Client Operations Team Member Exempt/Non-Exempt Non-Exempt About the Organization PRISM Home ...
Product Ops Associate
Charlotte, NC ยท On-site
The Product Operations Associate supports the Client Technology Management (CTM) team by providing operational and product support for advisor technology platforms and services. This role is ...
Product Ops Associate
Charlotte, NC ยท On-site
The Product Operations Associate supports the Client Technology Management (CTM) team by providing operational and product support for advisor technology platforms and services. This role is ...
Securities Operations Associate
Charlotte, NC ยท On-site
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 ...
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Securities Operations Associate
Charlotte, NC ยท On-site
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 ...
Entry Level Field Operations Associate (FOA)
Greensboro, NC ยท On-site
$20.19/hr
As a Field Operations Associate you will ... Ensure client pre-employment requirements, forms, policies, and documents regarding onboarding are ...
Entry Level Field Operations Associate (FOA)
Greensboro, NC ยท On-site
$20.19/hr
As a Field Operations Associate you will ... Ensure client pre-employment requirements, forms, policies, and documents regarding onboarding are ...
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?
What does a client operations associate do?
What are the key skills and qualifications needed to thrive as a client operations associate?
How does a client operations associate typically collaborate with other departments within a company?
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 is a client operations associate?
What is the role of a client operations associate?
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:
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Cities in North Carolina with the most Client Operations Associate job openings:

Full-time
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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