Infovisa is looking for a Customer Success Associate to provide first-level support to their clients, troubleshoot operational issues, train clients on software utilization, and participate in product testing to ensure client satisfaction and effective use of their financial technology solutions.
Requirements
- Proficient in Microsoft Office products
Responsibilities
- troubleshooting a variety of systems or process related operational issues
- training client staff on utilization and functionality of the software
- participates in regular testing of the products offered by Infovisa
- Provide in-depth support to Infovisa clients by resolving incoming inquiries using various tools
- 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
Other
- Deliver outstanding service to all Infovisa customers
- Act as subject matter experts on Infovisa products
- Plan, coordinate and conduct training for new and existing Infovisa clients online and in-person
- Prepare end-user and internal documentation
- 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
- Bachelor’s degree preferred
- Three years professional work experience
- Proficient knowledge of Trust Operations, Wealth Management or other investment related experience preferred
- Ability and willingness to travel
- legally work in the United States
- not able to sponsor applicants who require work visas
