Client Success Operations Intern at Versana

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Jul, 26

Salary

32.0

Posted On

07 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data analysis, CRM management, Reporting, Pipeline tracking, Performance metrics, Process improvement, Workflow documentation, Cross-functional collaboration, Analytical skills, Problem-solving, Excel, Google Sheets, Project tracking, Communication, Multi-tasking

Industry

Information Services

Description

About Us: Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. About You: We are looking for a Client Success Ops Intern to join our Summer Internship Program. You will work on projects to support the Sales, Client Engagement and Client Success teams by helping to manage data, reporting and operational processes. You will also work closely with Sales and Client teams to support internal coordination. This role is ideal for someone looking to gain hands on exposure to Client Success Operations while learning how Sales, Marketing, Finance and Client teams work together in a fast-growing fintech environment. Key Responsibilities: Support Customer Success operation activities, including CRM updates, reporting and pipeline tracking. Assist with performance metrics, dashboards and analysis to help informed decision making. Help document and improve processes and workflows as the team scales. Provide general operational support to Customer Success and related teams as needed. Participate in cross functional meetings to gain exposure to client delivery and business operations. Must Have: Rising college seniors currently enrolled in an accredited 4-year college/university. Interested in learning and having a career in Business Operations or Customer Success. Strong analytical and problem-solving skills. Ability to roll up your sleeves and deliver projects in a timely manner. Ability to work with large data sets and process data through platforms. Excellent verbal and written communication skills; can effectively articulate complex ideas and influence others through well-reasoned explanation. Self-motivated and proactive with a strong sense of ownership. Ability to multi-task and manage multiple projects simultaneously in a fast-paced environment. Experience with tools like Excel/Google Sheets, CRMs or project tracking tools. Equal Opportunity Employer We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. \n \n $28 - $32 an hour \n

Responsibilities

The intern will support the Customer Success team with CRM updates, reporting, and pipeline tracking. They will also assist in documenting processes and participating in cross-functional meetings to support business operations.