Full-Time

Client Success Manager

Posted on 2/23/2024

Versana

Versana

51-200 employees

Centralized platform for syndicated loan data

Data & Analytics
Financial Services

Mid, Senior

New York, NY, USA

Required Skills
Sales
Communications
Requirements
  • Bachelor's Degree or equivalent work experience
  • 5+ years of experience in a customer facing role with a track record of success
  • Knowledge of commercial banking and loan syndications
  • Willingness, flexibility, and commitment required to thrive in a startup environment
  • Ability to work effectively in a team setting and be hands-on in a startup environment
  • Ability to manage multiple cross-functional roles
  • Excellent interpersonal and listening skills
  • Strong verbal and written professional communication skills
  • Client focus and empathy
  • Independent self-starter requiring little supervision to complete tasks and projects
Responsibilities
  • Develop and maintain relationships with clients to understand their business, risks and opportunities
  • Create Client Success plans to outline clients’ business goals and priorities
  • Help drive adoption of Versana offerings
  • Deliver value to clients by improving retention, renewal and adoption rates that are in line with the success strategy
  • Build strong internal relationships across sales, support, product and development to deliver solutions to our clients
  • Maintain proactive contact with clients throughout Versana journey
  • Contribute to internal knowledge opportunities within Client Engagement team and Versana
  • Actively manage accounts to identify risks early and provide valuable input to moderate

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%
INACTIVE