INACTIVE
Full-Time
Client Success Manager
Posted on 2/23/2024
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