Customer Success Associate

3 days ago


Charlotte, North Carolina, United States Infovisa Full time
Job Title: Customer Success Associate

About the Role:

The Customer Success Associate is a key member of our team, responsible for delivering exceptional service to our clients. This role involves providing first-level support, troubleshooting technical issues, and training clients on our software solutions.

Key Responsibilities:

  • Provide timely and effective support to clients, resolving technical issues and answering questions.
  • Develop and deliver training programs to ensure clients are proficient in using our software.
  • Collaborate with product teams to gather client feedback and improve our solutions.
  • Participate in quality assurance testing to ensure our products meet the highest standards.
  • Communicate effectively with clients and internal stakeholders to ensure seamless service delivery.


Requirements:

  • Bachelor's degree in a related field.
  • Three years of professional experience in a similar role.
  • Proficient knowledge of financial technology and software solutions.
  • Excellent communication and problem-solving skills.


About Infovisa:

Infovisa is a leading provider of financial technology solutions, empowering trust, wealth management, and retirement professionals to acquire new customers, invest assets effectively, and manage trust and investment portfolios efficiently.

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