1 Customer Success Associate Job in Cornelius, NC
Infovisa Inc. is Hiring a Customer Success Associate Near Cornelius, NC
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.
For more information about Infovisa, visit www.infovisa.com.
Job Summary
Full Time
Lending & Credit
$55k-69k (estimate)
01/07/2024
07/08/2024
infovisa.com
CORNELIUS, NC
25 - 50
1992
MIKE DINGES
$10M - $50M
Lending & Credit
Related Companies
About Infovisa Inc.
Infovisa is a leader in trust accounting software. We develop applications that let trust accounting professionals focus less on running reports and more on providing counsel for their clients. Our flagship software, MAUI, features an intuitive design and powerful, real-time reporting. Trust professionals can also customize MAUI using a robust set of modules, ensuring that the software is tailored to the needs of their department and their clients. Weve built the most advanced trust accounting application from the ground up, using the constant input of industry pros. Our team is comprised of e...xperts with decades of experience in the trust industry, and were continuously improving every facet of MAUI. At Infovisa, we focus on you, so you can focus on your clients. Thats Trusted Focus.
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The job skills required for Customer Success Associate include Products and Services, Microsoft Office, Troubleshooting, Leadership, Quality Assurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Success Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Success Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Customer Success Associate positions, which can be used as a reference in future career path planning. As a Customer Success Associate, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Success Associate. You can explore the career advancement for a Customer Success Associate below and select your interested title to get hiring information.
If you are interested in becoming a Customer Success Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Success Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Success Associate job description and responsibilities
Customer success associate look out for their customer’s business and work with them to find solutions to pain points.
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They're also able to provide the technical product support and training necessary to keep their customers happy.
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Customer Success Associate are responsible for creating loyal customers who come back again and again.
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Customer associates look out for their customer’s business and work with them to find solutions to pain points.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Success Associate jobs
The scope of a CSA responsibility depends on the opportunity for mutual value creation, determined by solution complexity and customer size.
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Successfully handling any and all of those responsibilities starts with open communication and transparency on the part of the customer success associates.
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Develop a customer success strategy to be successful for this position.
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Build strong customer relationships to strengthen connectivity within the entrepreneurial ecosystem.
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Step 3: View the best colleges and universities for Customer Success Associate.
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