Customer Success - Financial Software
Endurance IT Services
- Location
- Onsite (Henrico, Virginia)
- Compensation
- $55k - $65k/yr
- Employment
- Full-time
- Level
- Mid Level
Posted 4 weeks ago
About the Role
Endurance IT Services is seeking a Customer Success professional to coordinate between clients and internal teams for financial software support. The role ensures efficient request management and smooth operational processes in a fast-paced environment.
Skills
Customer Success
Client Services
Account Management
Support Operations
Project Coordination
Ticketing Systems
CRM Platforms
Workflow Management
Microsoft Office
Communication Skills
Critical Thinking
Decision-making
Relationship-building
Problem-solving
Organizational Skills
Full job details
Our client is seeking a Customer Success - Financial Software to serve as the central point of coordination between clients, support teams, and internal departments. This role focuses on ensuring requests are efficiently managed, clients remain informed, and operational processes run smoothly from initiation to completion.
The ideal candidate is highly organized, customer-focused, and thrives in a fast-paced environment where managing multiple priorities and maintaining attention to detail are critical to success. Candidates with a background in Customer Success, Client Services, Account Management, or Support Operations are strongly encouraged to apply.
Qualifications
The ideal candidate is highly organized, customer-focused, and thrives in a fast-paced environment where managing multiple priorities and maintaining attention to detail are critical to success. Candidates with a background in Customer Success, Client Services, Account Management, or Support Operations are strongly encouraged to apply.
Qualifications
- 2+ years of experience in Customer Success, Customer Support, Client Services, Service Coordination, Operations, Project Coordination, or Account Management
- Strong organizational skills with the ability to manage multiple tasks simultaneously
- Excellent verbal and written communication skills
- Experience working with ticketing systems, CRM platforms, or workflow management tools
- Strong attention to detail and commitment to accuracy
- Proficiency with Microsoft Office and business applications
- Experience in a SaaS, technology, software, or professional services environment is preferred
- Exceptional customer service and relationship-building abilities
- Experience in a Customer Success, Client Services, or Account Management environment
- A proactive, solution-oriented mindset
- Strong critical thinking and decision-making skills
- Ability to remain organized in a dynamic environment
- Comfortable collaborating across multiple departments
- High level of accountability and follow-through
- Professional demeanor with a client-first approach
- Desire to learn new systems, processes, and technologies
About Endurance IT Services
Endurance IT Services provides Managed IT Services, Cybersecurity Solutions, Network Infrastructure, and IT Consulting to help businesses stay secure, connected, and productive. We also offer IT Staffing for Direct-Hire, Contract-to-Hire, and Contract roles, as well as internal full-time positions.
Some opportunities may not be exclusive and may evolve as we work with clients—but our mission remains consistent: helping candidates find the right job that aligns with their skills and career goals.