Full-Time

Client Support Specialist

Posted on 4/8/2024

Versana

51-200 employees

Centralized platform for syndicated loan data

Data & Analytics

Financial Services

Junior, Mid, Senior

New York, NY, USA

Required Skills

Communications

Customer Service

Requirements

2-5 years of hands-on technical client support with a track record of exemplary customer service
Knowledge of financial products or experience in a fintech company
Knowledge of relational databases, ability to write basic SQL queries
Understanding of SDLCKnowledge of Object-oriented programming
Familiarity with Restful APIs
Experience with ticketing systems and support workflows
Willingness, flexibility and commitment required to thrive in a startup environment
Ability to work effectively in a team setting and be a hands-on team member
Strong multi-tasking skills to manage cross-functional responsibilities
Strong verbal and written communication

Responsibilities

Maintain subject matter expertise in syndicated loans and our platform
Troubleshoot complex issues that span multiple technologies
Own and manage client issues throughout its support lifecycle
Collaborate with internal teams to resolve client issues
Synthesize client feedback and clearly communicate to internal teams
Proactively monitor production platform to identify and manage potential platform issues

About Us:

Versana is an industry-backed data and technology company on a mission to transform the syndicated loan market. 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 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 modernization of the syndicated loan market.

About You:

Versana is looking for an independent, results-driven problem solver who loves working with clients. The Client Support Specialist will play an important role in our client engagement process as the main point of contact for issue resolution. You will represent the company while directly interacting with our top-tier clients and relaying their feedback to our product and technology teams to drive our development efforts. You are a team player who thinks outside the box and commits to solid processes, from monitoring production issues to delivering a best-in-class client experience.

Key Responsibilities

Maintain subject matter expertise in syndicated loans and our platform.
Troubleshoot complex issues that span multiple technologies
Own and manage client issues throughout its support lifecycle
Collaborate with internal teams to resolve client issues
Synthesize client feedback and clearly communicate to internal teams
Proactively monitor production platform to identify and manage potential platform issues

Must Have:

2-5 years of hands-on technical client support with a track record of exemplary customer service
Knowledge of financial products or experience in a fintech company
Knowledge of relational databases, ability to write basic SQL queries
Understanding of SDLC
Knowledge of Object-oriented programming
Familiarity with Restful APIs
Experience with ticketing systems and support workflows
Willingness, flexibility and commitment required to thrive in a startup environment
Ability to work effectively in a team setting and be a hands-on team member
Strong multi-tasking skills to manage cross-functional responsibilities
Strong verbal and written communication

Nice to Have:

Experience with syndicated loans
Knowledge of Loan IQ
Knowledge of Institutional Lending
Exposure to capital markets

Equal Opportunity Employer

We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibits 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.

Versana

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Website

View Company Profile

Versana is a digital data and technology company that has significantly enhanced the operational dynamics of the syndicated loan market. Their centralized platform, by capturing data from agent banks in real-time, offers unmatched transparency and efficiency. This pivotal role of providing reliable deal information poises the company as a leader in modernizing a critical financial sector, making it an exciting workplace for those interested in pioneering within the finance technology space.

Company Stage

Seed

Total Funding

$40M

Headquarters

New York, New York

Founded

2021

Growth & Insights

Headcount

6 month growth

↑ 25%

1 year growth

↑ 80%

2 year growth

↑ 500%