Talent.com
Customer Success Associate
Customer Success AssociateInfovisa, Inc. • Charlotte, NC, US
Customer Success Associate

Customer Success Associate

Infovisa, Inc. • Charlotte, NC, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

JOB DESCRIPTION Position Title :

  • Customer Success Associate                               Location :                                             Cornelius, NC Employment Type :                             Full-Time M-F, Exempt Degree :                                                 4-Year Degree Minimum Experience :                        3 Years Position Summary :   The Customer Success Associate is responsible for initial relationship management of all Infovisa clients.

The primary role of this position is to provide first level support to Infovisa’s clients.  This support includes, but is not limited to, troubleshooting a variety of systems or process related operational issues and training client staff on utilization and functionality of the software.  The Customer Success Associate also participates in regular testing of the products offered by Infovisa.    Essential Functions of Customer Success Associate :

  • Deliver outstanding service to all Infovisa customers Act as subject matter experts on Infovisa products Provide in-depth support to Infovisa clients by resolving incoming inquiries using various tools Plan, coordinate and conduct training for new and existing Infovisa clients online and in-person Develop proficiency in products and services built and supported by Infovisa  Effectively explain system functionality and business processes to team members and clients Troubleshoot and research issues reported by customers in a timely manner using a variety of methods Prepare end-user and internal documentation Assist with quality assurance testing for all products offered by Infovisa Communicate effectively with product teams to relay client feedback Participate in daily or weekly stand-up meetings as well as provide weekly status reports to leadership Prepare and coordinate internal training with peers Manage other duties and responsibilities as assigned    Other Desired Qualifications : Bachelor’s degree preferred Three years professional work experience Proficient knowledge of Trust Operations, Wealth Management or other investment related experience preferred Proficient in Microsoft Office products Ability and willingness to travel Infovisa, Inc. is an Equal Opportunity Employer.
  • We welcome all qualified candidates who can legally work in the United States.  We are not able to sponsor applicants who require work visas.
  • About Infovisa Infovisa is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals.
  • Infovisa’s solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers.
    • serp_jobs.job_alerts.create_a_job

    Customer Associate • Charlotte, NC, US

    Job_description.internal_linking.related_jobs
    Director of Customer Success

    Director of Customer Success

    VirtualVocations • Charlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Customer Success.Key Responsibilities Design and execute the scaled customer success strategy across North America Lead, coach, and develop a high-performi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Success Lead

    Client Success Lead

    VirtualVocations • Charlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Regional Client Success Lead to support client relationship management for regional accounts.Key Responsibilities Develop and maintain strong client relationships to su...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Customer Success Associate - Wealth Mgt. Software

    Customer Success Associate - Wealth Mgt. Software

    Infovisa, Inc. • Cornelius
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    JOB DESCRIPTION Position Title : .Customer Success Associate ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Principal Customer Success Manager

    Principal Customer Success Manager

    VirtualVocations • Charlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Principal Customer Success Manager to lead strategic customer relationships across valuable accounts. Key Responsibilities Manage a portfolio of strategic enterprise cus...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Customer Success Associate

    Customer Success Associate

    VirtualVocations • Charlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Customer Success Associate.Key Responsibilities Manage case requests and order needs for a US sales region Process sales orders and handle customer inquiries regarding...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Podcast Success Associate

    Podcast Success Associate

    VirtualVocations • Charlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Podcast Success Associate.Key Responsibilities Onboard podcasters and publishers, guiding them through setup and launch planning Serve as a trusted point of contact fo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Customer Success Manager

    Customer Success Manager

    DebtBook • Charlotte, NC, US
    serp_jobs.job_card.full_time
    DebtBook is an industry-leading fintech software platform that revolutionizes the way local governments, higher education, healthcare organizations and their finance teams work.Our powerful, cloud-...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Customer Success Manager

    Customer Success Manager

    VirtualVocations • Charlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Customer Success Manager.Key Responsibilities Build deep relationships with strategic customers and align solutions to their business priorities Manage a hybrid portfo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Customer Success Manager

    Customer Success Manager

    Meltwater • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    Begin your career as a Customer Success Manager at Meltwater, where each day is dedicated to ensuring the continued success and satisfaction of our valued customers. We're searching for driven indiv...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Customer Success Advocate

    Customer Success Advocate

    VirtualVocations • Charlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Customer Success Advocate to provide exceptional service and support to customers.Key Responsibilities Handle inbound sales and service calls, focusing on enhancing cus...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Customer Success Lead

    Customer Success Lead

    VirtualVocations • Charlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Customer Success Lead (Fully-Remote).Key Responsibilities Lead, coach, and develop a high-performing Customer Success team Define and implement customer success strate...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Healthcare Customer Success Team Lead

    Healthcare Customer Success Team Lead

    VirtualVocations • Charlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Team Lead, Customer Success, Health Care.Key Responsibilities Manage and lead a team of Customer Success Managers (CSMs) while serving as a CSM for key customer relatio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    AT&T Success Associate

    AT&T Success Associate

    Emerald Edge Promotions Inc. • Charlotte, NC, US
    serp_jobs.job_card.full_time
    Emerald Edge is seeking an AT&T Success Associate to facilitate brighter futures for Charlotte clients.As a marketing firm that believes in technology's power to transform lives, we need an AT&T Su...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Customer Success Associate

    Customer Success Associate

    Infovisa • Cornelius, NC, US
    serp_jobs.job_card.full_time
    Employment Type : Full-Time M-F, Exempt.The Customer Success Associate is responsible for initial relationship management of all Infovisa clients. The primary role of this position is to provide firs...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Strategic Customer Success Manager

    Strategic Customer Success Manager

    VirtualVocations • Charlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Strategic Customer Success Manager to drive revenue growth and ensure customer satisfaction.Key Responsibilities Drive growth and retention by identifying opportunities...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Customer Relationship Associate

    Customer Relationship Associate

    VirtualVocations • Charlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Customer Relationship Associate to join their Client Services team.Key Responsibilities Prepare and conduct regular client meetings, including presentations and busines...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Customer Success Associate

    Customer Success Associate

    Wayflyer • Charlotte, NC, US
    serp_jobs.job_card.full_time
    Our mission is to give the world access to the best products by empowering great brands to reach their growth potential.Today's consumer brands need a capital provider that keeps pace with their gr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Customer Success Associate

    Customer Success Associate

    Jobot • Cornelius, NC, US
    serp_jobs.job_card.permanent
    Our client in the Charlotte are ais looking to hire a Customer Success Associate! Hybrid with 2 days work from home.This Jobot Job is hosted by : Nick Frei. Are you a fit? Easy Apply now by clicking ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted