Customer Success Associate

4 weeks ago

Charlotte, United States Infovisa Full time
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:
  • Deliver outstanding service to all Infovisa customers
  • Act as subject matter experts on Infovisa products
  • Provide in-depth support to Infovisa clients by resolving incoming inquiries using various tools
  • Plan, coordinate and conduct training for new and existing Infovisa clients online and in-person
  • Develop proficiency in products and services built and supported by Infovisa
  • Effectively explain system functionality and business processes to team members and clients
  • Troubleshoot and research issues reported by customers in a timely manner using a variety of methods
  • Prepare end-user and internal documentation
  • Assist with quality assurance testing for all products offered by Infovisa
  • Communicate effectively with product teams to relay client feedback
  • Participate in daily or weekly stand-up meetings as well as provide weekly status reports to leadership
  • Prepare and coordinate internal training with peers
  • Manage other duties and responsibilities as assigned
Other Desired Qualifications:
  • Bachelor's degree preferred
  • Three years professional work experience
  • Proficient knowledge of Trust Operations, Wealth Management or other investment related experience preferred
  • Proficient in Microsoft Office products
  • Ability and willingness to travel


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.

  • Associate, Customer Success

    2 months ago

    Charlotte, United States Chello Full time

    Chello is built on a foundation of pioneering data-intelligence and our team of innovators, driven to tackle the financial challenges of the industries we serve. At its core, it’s the first of its kind digital banking platform that delivers daily business insights, cash flow predictions, access to funding and more.Join our dynamic team at Chello as an...

  • Associate, Customer Success

    1 month ago

    Charlotte, United States Chello Full time

    Chello is built on a foundation of pioneering data-intelligence and our team of innovators, driven to tackle the financial challenges of the industries we serve. At its core, it’s the first of its kind digital banking platform that delivers daily business insights, cash flow predictions, access to funding and more. Join our dynamic team at Chello as an...

  • Associate, Customer Success

    2 months ago

    Charlotte, United States Chello Full time

    Chello is built on a foundation of pioneering data-intelligence and our team of innovators, driven to tackle the financial challenges of the industries we serve. At its core, it’s the first of its kind digital banking platform that delivers daily business insights, cash flow predictions, access to funding and more.Join our dynamic team at Chello as an...

  • Associate, Customer Success

    4 weeks ago

    Charlotte, United States Chello Full time

    Chello is built on a foundation of pioneering data-intelligence and our team of innovators, driven to tackle the financial challenges of the industries we serve. At its core, it's the first of its kind digital banking platform that delivers daily business insights, cash flow predictions, access to funding and more. Join our dynamic team at Chello as an...

  • Customer Success Associate

    1 week ago

    Charlotte, North Carolina, United States Chello Full time

    Chello is a pioneering digital banking platform that leverages data intelligence to address the financial challenges faced by various industries. Our innovative team is dedicated to providing daily business insights, cash flow forecasts, and access to funding solutions. Position Overview: The Customer Success Associate is integral to ensuring an outstanding...

  • Customer Success Associate

    2 weeks ago

    Charlotte, North Carolina, United States Chello Full time

    Chello is at the forefront of innovative data-driven solutions, dedicated to addressing the financial needs of various sectors. Our unique digital banking platform offers essential business insights, cash flow forecasts, and funding access. Position Overview: The Customer Success Associate is integral to ensuring a superior customer journey. Acting as the...

  • Customer Success Associate

    1 week ago

    Charlotte, North Carolina, United States Chello Full time

    Chello is a pioneering digital banking platform that leverages advanced data intelligence to address the financial challenges faced by various industries. Our innovative team is dedicated to delivering valuable insights, cash flow forecasts, and funding access to our clients. Position Overview: The Customer Success Associate is integral to ensuring an...

  • Customer Success Associate

    3 days ago

    Charlotte, United States Infovisa Full time

    JOB DESCRIPTION Position Title:                                     Customer Success Associate                               Location:                                            Cornelius, NC Employment...

  • Customer Success Representative

    2 days ago

    Charlotte, North Carolina, United States Infovisa Full time

    Job Summary:We are seeking a highly skilled Customer Success Associate to join our team at Infovisa. As a key member of our organization, you will be responsible for delivering exceptional service to our clients, ensuring their success with our financial technology solutions.Key Responsibilities:Client Relationship Management: Develop and maintain strong...

  • Customer Success Associate

    4 weeks ago

    Charlotte, United States Figure Full time

    Job DescriptionJob DescriptionAbout FigureFigure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We're helping homeowners tap their liquidity easily, efficiently and reasonably for purpose-driven, significant expenditures – everything from dream home renovations and debt consolidation to small business...

  • Customer Success Associate

    4 weeks ago

    Charlotte, United States Figure Full time

    About Figure Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We're helping homeowners tap their liquidity easily, efficiently and reasonably for purpose-driven, significant expenditures - everything from dream home renovations and debt consolidation to small business formation. In six years, we've...

  • Customer Relations Support Photo

    4 weeks ago

    Charlotte, United States Customer Engineering Services Full time

    Join Our Team Today! For a limited time, we are offering $1000 sign-on bonuses! CES is looking for the right person to join our team; someone who has excellent communication skills, a keen sense of urgency, and loves to connect with individuals and share the CES story of why this is a great place to work! What You’ll Do… You will join a team of highly...

  • VP of Customer Success

    4 weeks ago

    Charlotte, United States AvidXchange Full time

    Role Overview. AvidXchange is seeking a VP of Customer Success to be the driving force behind our mission to deliver unparalleled customer experiences. This is a unique opportunity to shape the future of our company’s relationship with our customers. You will have ownership of the end-to-end Customer Success strategy, from developing a robust framework to...

  • Customer Success Lead

    4 weeks ago

    Charlotte, United States Townsquare Interactive Full time

    Customer Success Lead**This position requires you to work in our Charlotte Uptown office**About Townsquare Interactive: At Townsquare Interactive, we specialize in empowering small and medium-sized businesses to thrive. Our stellar business management platform enhances customer flow, ensuring ongoing success. From comprehensive business management software...

  • Customer Success Lead

    1 month ago

    Charlotte, United States Townsquare Interactive Full time

    Job DescriptionJob DescriptionCustomer Success Lead**This position requires you to work in our Charlotte Uptown office**About Townsquare Interactive:At Townsquare Interactive, we specialize in empowering small and medium-sized businesses to thrive. Our stellar business management platform enhances customer flow, ensuring ongoing success. From comprehensive...

  • VP of Customer Success

    1 month ago

    Charlotte, North Carolina, United States AvidXchange Full time

    Role Overview. AvidXchange is seeking a VP of Customer Success to be the driving force behind our mission to deliver unparalleled customer experiences. This is a unique opportunity to shape the future of our company's relationship with our customers. You will have ownership of the end-to-end Customer Success strategy, from developing a robust framework to...

  • Customer Success Lead

    5 days ago

    Charlotte, North Carolina, United States Velocity(Holland, OH) Full time

    About the RoleWe are seeking an experienced and dynamic Senior Customer Success Manager to join our team at Velocity in Holland, OH. As a key member of our customer success team, you will be responsible for providing exceptional service to our customers, building and maintaining long-term relationships, and driving revenue growth.Key ResponsibilitiesCustomer...

  • Customer Success Manager

    2 months ago

    Charlotte, United States DebtBook Full time

    About this Role Our Customer Success Management team is responsible for maintaining positive client relationships that ultimately lead to contract renewal with DebtBook. We're looking for an experienced Customer Success Manager with exceptional communication and relationship building skills to join our growing team. You will be responsible for engaging...

  • Customer Success Manager

    3 months ago

    Charlotte, United States DebtBook Full time

    About this Role Our Customer Success Management team is responsible for maintaining positive client relationships that ultimately lead to contract renewal with DebtBook. We're looking for an experienced Customer Success Manager with exceptional communication and relationship building skills to join our growing team. You will be responsible for engaging...

  • Customer Success Representative

    3 months ago

    Charlotte, United States CPI Security Full time

    Job DescriptionJob DescriptionCPI Security Systems is currently seeking a Customer Success Representative who is responsible for ensuring successful onboarding of new customers, fostering positive relationships with our customers and internal teams, and maximizing every installation opportunity for CPI. As a Customer Success Representative, you will play a...