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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:
Other Desired Qualifications:
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.
Full Time
Lending & Credit
08/20/2022
12/22/2023
infovisa.com
CORNELIUS, NC
25 - 50
1992
MIKE DINGES
$10M - $50M
Lending & Credit
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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