Customer Success - Financial Software

Endurance IT Services; Richmond (VA); On-site; USD 55,000 - 65,000; Full time

Job summary

Endurance IT Services is seeking a Customer Success professional to act as the primary liaison between clients, support teams, and internal departments in a fast-paced SaaS environment. You will ensure requests are managed effectively, maintain proactive communication, and drive smooth operational workflows.

The ideal candidate thrives on organization, delivers exceptional customer service, and handles multiple priorities with attention to detail.

Qualifications

• 2+ years of experience in Customer Success, Customer Support, Client Services, Service Coordination, Operations, Project Coordination, or Account Management.
• Strong organizational skills with the ability to manage multiple tasks simultaneously.
• Excellent verbal and written communication skills.
• Experience working with CRM platforms, ticketing systems, or workflow management tools.
• Strong attention to detail and commitment to accuracy.
• Proficiency with Microsoft Office Suite and business applications.
• Experience in a SaaS, software, technology, fintech, or professional services environment preferred.

Responsibilities

• Serve as the main point of contact for client inquiries, requests, and follow-ups.
• Coordinate communication between clients, support teams, and internal stakeholders.
• Monitor and manage incoming requests through ticketing and CRM systems.
• Ensure timely resolution of client issues while maintaining a high level of customer satisfaction.
• Track, prioritize, and document client interactions and project updates.
• Collaborate cross-functionally to improve processes and drive operational efficiency.
• Maintain accurate records and ensure all client communications are documented.
• Provide regular status updates to clients and internal leadership.

Skills

Customer service

Communication

Multitasking

Attention to detail

SaaS familiarity

Tools

CRM platforms

Ticketing systems

Workflow tools

Microsoft Office Suite

Job description

Our client is seeking a Customer Success - Financial Software to serve as the primary liaison between clients, support teams, and internal departments. This role is responsible for ensuring client requests are effectively managed, communication remains proactive and transparent, and operational workflows are executed seamlessly from start to finish.

The ideal candidate is highly organized, customer-focused, and thrives in a fast-paced environment where managing multiple priorities and maintaining attention to detail are critical to success.

Key Responsibilities

• Serve as the main point of contact for client inquiries, requests, and follow-ups.
• Coordinate communication between clients, support teams, and internal stakeholders.
• Monitor and manage incoming requests through ticketing and CRM systems.
• Ensure timely resolution of client issues while maintaining a high level of customer satisfaction.
• Track, prioritize, and document client interactions and project updates.
• Collaborate cross-functionally to improve processes and drive operational efficiency.
• Maintain accurate records and ensure all client communications are documented.
• Provide regular status updates to clients and internal leadership.

Qualifications

• 2+ years of experience in Customer Success, Customer Support, Client Services, Service Coordination, Operations, Project Coordination, or Account Management.
• Strong organizational skills with the ability to manage multiple tasks simultaneously.
• Excellent verbal and written communication skills.
• Experience working with CRM platforms, ticketing systems, or workflow management tools.
• Strong attention to detail and commitment to accuracy.
• Proficiency with Microsoft Office Suite and business applications.
• Experience in a SaaS, software, technology, fintech, or professional services environment preferred.

What We're Looking For

• Exceptional customer service and relationship-building abilities.
• A proactive, solution-oriented mindset.
• Strong critical thinking and decision-making skills.
• Ability to remain organized in a dynamic environment.
• High level of accountability and follow-through.
• Professional demeanor with a client-first approach.
• Desire to learn new systems, processes, and technologies.
• Competitive salary of $55,000 - $65,000
• Opportunity for career growth
• Collaborative and supportive team environment
• Exposure to innovative software and technology solutions