Client Success Ops Lead — Fintech GTM & Onboarding

Dormont Manufacturing Co; Nouvelle-Calédonie; Sur place; EUR 70 000 - 100 000; Plein temps

Résumé du poste

Versana is launching a new product and seeks a Client Success Operations Lead reporting to the Director of Product Operations to drive onboarding, demonstrations, and documentation while ensuring high quality through scale.

You will partner with Product, GTM, engineering, marketing, and sales to craft the go-to-market plan, mentor associates, train clients, and optimize the customer journey for adoption of the self-service solution.

Qualifications

• 5+ years in syndicated lending with knowledge of primary/secondary lifecycles.
• Startup customer success experience.
• Strong problem solving and analytical thinking; detail oriented.
• Excellent communication and presentation skills.
• Detailed knowledge of process planning.
• Customer-facing experience.
• CRM platform exposure to track requests.
• Understanding of financial products.
• Comfortable engaging with buy/sell side personas.

Responsabilités

• Drive client participation and engagement for a new product launch.
• Lead and mentor other client success associates.
• Collaborate with product, engineering, marketing, sales and customer success to deliver GTM plans.
• Develop and implement the ideal customer journey for the new product.
• Provide direct client training to drive adoption of the self-service solution.
• Partner with leadership for GTM execution including onboarding, demos, and documentation.
• Provide ongoing support to new clients with training and manual processing for launch.
• Address queries from Agents and Lenders about processes and workflow.
• Assist with performance metrics and recommendations to reduce turnaround times.
• Adhere to onboarding and product-related SLAs.
• Ensure operations comply with regulations, data security, and risk management.

Description du poste

Versana is launching a new product and seeks a Client Success Operations Lead reporting to the Director of Product Operations to drive onboarding, demonstrations, and documentation while ensuring high quality through scale.

You will partner with Product, GTM, engineering, marketing, and sales to craft the go-to-market plan, mentor associates, train clients, and optimize the customer journey for adoption of the self-service solution.