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Figure
Charlotte, NC, United States
Job Description Job Description About Figure Figure is transforming the trillion dollar financial services industry using blockchain technology. In six years, Figure has unveiled a series of fintech firsts using the Provenance blockchain for loan origination, equity management, private fund services, banking and payments sectors - bringing speed
Job Source: FigurePenn Foster
Charlotte, NC, United States
Company Description Our drive and control technologies ensure efficient, powerful and safe movement in machines and systems of any size. We inspire our customers with intelligent components, tailored system solutions, and services – from fully connected applications to the factory of the future. Bosch Rexroth is dedicated to making the world a bett
Job Source: Penn FosterFlexential
Charlotte, NC, United States
Job Description: This fast-paced position will be responsible for managing day-to-day needs for colocation, cloud, and managed service customers. The primary goal of the Customer Success Manager (CSM) is to ensure that our customers derive maximum value and utilization from our products and services such that they renew, expand and become advocates
Job Source: FlexentialUnite Us
Charlotte, NC, United States
Note about location: This is a remote, work-from-home position with regular travel expectations. Applicants must be physically based in the great state of North Carolina to be considered due to the local customer portfolio covered. About the Role : Unite Us is hiring a self-motivated Customer Success Manager with strong customer and community-facin
Job Source: Unite UsMoney Fit by DRS
Charlotte, NC, United States
We’re looking for a Customer Success Manager to join us here at Sign In Solutions. As our Customer Success Manager, we are looking for someone with a background in enterprise customer relationship management, dedicated to providing impactful solutions that result in highly successful accounts enabling strong adoption, renewal and upsell. This is
Job Source: Money Fit by DRSOPENLANE
Charlotte, NC, United States
Who We Are At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 30 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to fo
Job Source: OPENLANEBasware
Charlotte, NC, United States
Join Basware as a Customer Success Manager , where you'll drive the seamless adoption & success of Basware products with some of our most strategic customers. As a trusted advisor, your role encompasses driving adoption, ensuring retention, managing renewals, and enhancing overall customer health. We seek a candidate with 1-3 years of relevant expe
Job Source: BaswareCharger Logistics
Charlotte, NC, United States
Charger logistics Inc. is a world- class asset-based carrier with locations across North America. With over 20 years of experience providing the best logistics solutions, Charger logistics has transformed into a world-class transport provider and continue to grow. Charger logistics invests time and support into its employees to provide them with th
Job Source: Charger LogisticsCharlotte, NC, United States
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.
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Customer Success Associate jobs in Charlotte, NC, United States
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