Client Support Specialist

Posted 14 Days Ago
New York, NY
Hybrid
70K-110K Annually
3-5 Years Experience
Fintech
The Role
The Client Support Specialist will serve as the main point of contact for clients, troubleshoot technical issues, manage client interactions, relay feedback to product teams, and ensure a high-quality client experience while monitoring platform operations.
Summary Generated by Built In

About Us:

Versana is an industry-backed data and technology company on a mission to transform the syndicated loan market. 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 centralized platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. With the support of our investors, Versana is fast becoming the technology of choice to usher in the modernization of the syndicated loan market.


About You:

Versana is looking for an independent, results-driven problem solver who loves working with clients. The Client Support Specialist will play an important role in our client engagement process as the main point of contact for issue resolution. You will represent the company while directly interacting with our top-tier clients and relaying their feedback to our product and technology teams to drive our development efforts. You are a team player who thinks outside the box and commits to solid processes, from monitoring production issues to delivering a best-in-class client experience.

Key Responsibilities

  • Maintain subject matter expertise in syndicated loans and our platform.
  • Troubleshoot complex issues that span multiple technologies
  • Own and manage client issues throughout its support lifecycle
  • Collaborate with internal teams to resolve client issues
  • Synthesize client feedback and clearly communicate to internal teams
  • Proactively monitor production platform to identify and manage potential platform issues

Must Have:

  • 2-5 years of hands-on technical client support with a track record of exemplary customer service
  • Knowledge of financial products or experience in a fintech company
  • Knowledge of relational databases, ability to write basic SQL queries
  • Understanding of SDLC
  • Knowledge of Object-oriented programming
  • Familiarity with Restful APIs
  • Experience with ticketing systems and support workflows
  • Willingness, flexibility and commitment required to thrive in a startup environment
  • Ability to work effectively in a team setting and be a hands-on team member
  • Strong multi-tasking skills to manage cross-functional responsibilities
  • Strong verbal and written communication

Nice to Have:

  • Experience with syndicated loans
  • Knowledge of Loan IQ
  • Knowledge of Institutional Lending
  • Exposure to capital markets

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.

Top Skills

SQL
The Company
HQ: New York, New York
48 Employees
On-site Workplace
Year Founded: 2021

What We Do

Versana is an industry-backed digital data and technology company on a mission to transform the syndicated loan and private credit markets. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into corporate loan level details and portfolio positions, bringing efficiency and velocity to the entire asset class. Through our centralized platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. With the support of our investors, Versana is fast becoming the technology of choice to usher in the long-awaited modernization of the syndicated loan market. For more information, visit versana.io.

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