Customer Success Associate

Vcheck; New York (NY); On-site; USD 67,000 - 70,000; Full time

Benefits offered by this job

Equity

Medical, dental, & vision insurance

401k with 4% employer match

Flexible vacation policy

Annual wellness allowance

Team events in a hybrid environment

Impactful work environment

Job summary

Vcheck is seeking a Customer Success Associate to join the NYC team. The role partners with sales and acts as a key project manager in the client order process, coordinating between sales, clients, and internal investigative teams. This in-person position reports to the NYC office.

You will manage the full order lifecycle, onboard new clients, configure accounts, and support day-to-day operations while building a deep understanding of our products and client use cases.

Qualifications

• 1-3 years of experience in a client-facing support or operations role.
• Experience with Salesforce Service Console (or other CRM) preferred.
• Excellent written, verbal and interpersonal communication.
• Ability to multitask and produce highly detailed work.

Responsibilities

• Partner with clients to manage the entire order process, from intake to delivery
• Work with sales team to assist with new client onboarding, account configurations, and daily operational support
• Possess a deep understanding of our products and client use cases
• Escalate and report on customer sentiment
• Act as a liaison between the investigative teams, client, and sales
• Clearly communicate and verify requirements received from client to internal teams
• Data Entry into CRM
• Performs other duties as assigned

Skills

Client-facing experience

Operations

Go-Getter

Self-Starter

Excellent communication

Time management

Initiative

Multitasking

Tools

Salesforce Service Console

CRM

Job description

About Vcheck

We started in 2012, in an era when due diligence was still largely manual, opaque, and inconsistent. Financial institutions needed reliable intelligence but faced a frustrating choice: slow, expensive boutique firms or fast, superficial automated checks. We saw an opportunity to bring the investigative rigor of boutique firms to scale through technology.

Where We Are Today

• Based in New York City with global operations spanning the US, Romania, India, and soon-to-be London
• 25,000+ investigations annually across six continents
• Five consecutive appearances on the Inc. 5000 list of fastest-growing companies
• Backed by Sunstone Partners, a leading private equity firm supporting our next phase of growth
• Trusted by top-tier financial institutions, private equity firms, and Fortune 500 companies

Vcheck has a talented and collaborative team. While many of our team members come from backgrounds in compliance, law enforcement, journalism, or intelligence, many others have built successful careers here without prior investigative experience. What unites us is intellectual curiosity, attention to detail, and a commitment to getting it right.

We're building something different: a comprehensive portfolio risk management platform that operates with the rigor of a top-tier investigative shop and the efficiency of a modern technology company. If you're excited about that combination and ready to build learning programs that scale operational excellence, we'd love to hear from you.

About The Role

Join our growing Customer Success Team as a Customer Success Associate. We're looking for a highly driven, self-starter to partner with sales and operate as a key project manager in the client order process. This role is paired with select clients and acts as the liaison between sales, clients, and our internal investigative teams. This role is in person and reports to our NYC office.

What You'll Be Doing

• Partner with clients to manage the entire order process, from intake to delivery
• Work with sales team to assist with new client onboarding, account configurations, and daily operational support
• Possess a deep understanding of our products and client use cases
• Escalate and report on customer sentiment
• Act as a liaison between the investigative teams, client, and sales
• Clearly communicate and verify requirements received from client to internal teams
• Data Entry into CRM
• Performs other duties as assigned

About You

We're looking for someone who is passionate about joining a diverse team and is driven to achieve results through ownership, process optimization, and upstanding character. If this describes you, we encourage you to apply, even if you don't meet every requirement listed.

Key requirements

• 1-3 years of experience in a client-facing support or operations role
• Experience with Salesforce Service Console (or other CRM) preferred
• \"Go-Getter\" and \"Self-Starter\" mentality who thrives in fast-paced environment
• Experience delivering client-focused solutions based on client needs
• Excellent written, verbal and interpersonal communication
• Excellent time management skills
• Ability to take initiative with minimal supervision
• Ability to multitask and produce highly detailed work

Why us?

You Will Be Joining a Cutting-edge Company, Where You Will Tackle Complex Challenges And Work With The Very Best In The Industry. In Addition, We Offer

• Competitive compensation package, including equity
• Comprehensive benefits, including medical, dental, & vision insurance coverage for you & your loved ones
• 401k plan with a 4% employer match
• Flexible vacation policy, encouraging you to take the time you need
• Annual wellness allowance to support your health and well-being
• Quarterly team events to keep us connected in a hybrid environment
• Play a vital role in shaping our company's future
• A fun and collaborative work environment where you'll be supported by a team of dedicated and collaborative colleagues

Please be aware that Vcheck uses AI-powered note-taking, interview recording, and transcription tools to ensure accuracy and efficiency during our talent acquisition processes. By participating in the application and interview stages, you acknowledge and consent to the use of these technologies.

Vcheck is proud to be an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, color, ancestry, religion, sex, age, national origin, sexual orientation, gender identity, disability, genetic information, veteran status, or any other factor protected by applicable law. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, transfer, leave of absence, compensation, benefits, and training.

Vcheck expressly prohibits discrimination and harassment of any kind based on race, color, ancestry, religion, sex, age, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

No matter what background you bring with you, if you are committed to excellence and good at what you do, we welcome you to apply to join us and encourage you to come as you are.

The Pay Range For This Role Is

67,000 - 70,000 USD per year (NYC)