Customer Success Associate (VerityData)

Verity LLC.; Princeton (NJ); Remote; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a passionate Customer Success Associate to join their remote team. This role offers the chance to engage with clients in the financial sector, helping them leverage the VerityData platform for enhanced investment decisions. You will conduct outreach, facilitate meetings, and support client engagement initiatives, all while gaining invaluable experience in equity investments. Join a collaborative and supportive environment that prioritizes your growth and offers a variety of benefits, including competitive compensation and comprehensive health coverage. If you thrive in a dynamic setting and are eager to contribute to customer success, this opportunity is for you.

Benefits

Medical, dental, and vision coverage

Flexible time off policy

Paid parental leave

401(k) retirement plan

Company paid life insurance

Charitable donation matching program

Qualifications

• 1-3 years of experience in customer success with financial services clients.
• Intermediate+ Excel skills including VLOOKUPs and Pivot Tables.

Responsibilities

• Conduct outreach to book demo meetings with investment management organizations.
• Engage clients through cold-calling and follow-ups to increase retention.

Skills

Customer Success

Communication Skills

Sales Minded

Interpersonal Skills

Detail Oriented

Emotional Intelligence

Entrepreneurial Mindset

Education

Bachelor's Degree

Tools

Microsoft Excel

Salesforce

Job description

Verity is looking for a remote Customer Success Associate to join our growing team. Our ideal candidate has a client-first mentality and is excited about helping to drive customer adoption of the VerityData platform. We are seeking scrappy and goal-oriented individuals who have an interest and passion for the financial markets. VerityData works with hedge funds and asset managers, providing them with clean data and research drawn SEC filings - as we help them accelerate investment decisions with quicker insights, more confidence and differentiated idea generation.

As a Customer Success Associate, you will be supporting the team in working with our clients so will need to be highly communicative, team oriented, sales minded, and customer obsessed. There will be an opportunity to grow and gain valuable experience, as we are a tight knit team, and along with training on the relevant datasets that we cover, you'll gain first-hand knowledge of equity investment approaches from client interactions.

Key Duties:

• Conduct outreach to targeted accounts to book demo meetings and on-sites with existing and prospective users at large investment management organizations for senior members of the team
• Engage with our clients via cold-calling, emails, and other forms of messaging or marketing initiatives
• Own post-call follow ups including generating bespoke reports and updating account settings to help increase retention and adoption rates
• Support the team in mapping key accounts to assist in closing upsell and cross-sell opportunities
• Run and deliver custom Excel files on a weekly, monthly, quarterly and one-off basis
• Concisely explain VerityData value proposition to prospective users and determine whether their needs could be met with the VerityData platform
• Understand best practices for client engagement and the numerous ways customers will leverage our datasets, technology, reports, and expert analysis from the Research team to help with their analysis.

About You:

• 1-3 years of customer success experience with financial services clients, ideally buy-side (hedge funds, asset managers, etc.)
• Knowledgeable on SEC Filings (10-K, 10-Q, earnings transcripts, etc.)
• Intermediate+ Microsoft Excel capabilities (VLOOKUPs, Formulas, Pivot Tables)
• Entrepreneurial mindset with strong interpersonal and communication skills
• Highly competitive and coachable
• Strong work ethic, detail oriented with a high level of integrity and emotional intelligence
• Genuine, open, and humble
• Proficiency with Salesforce is a plus
• Bachelor’s Degree or equivalent degree or related work experience

What We Offer:

• Competitive compensation
• Medical, dental, and vision coverage plan options (with core plan premiums covered at 100% for you and 90% families!)
• Remote-first working environment
• Flexible and generous time off policy to balance your work and life
• Paid parental leave policies for every type of parent to ensure bonding time with your new addition
• 401 (k) retirement plan options to help you invest in your future
• Company paid life insurance and long-term disability coverage
• VerityGives charitable donation matching program to support the causes important to our employees