Customer Success Associate
About VcheckWe started in 2012, in an era when due diligence was still largely manual, opaque, and inconsistent. Financial institutions needed reliable intelligence but faced a frustrating choice: slow, expensive boutique firms or fast, superficial automated checks. We saw an opportunity to bring the investigative rigor of boutique firms to scale through technology.From our early days conducting background checks for commercial real estate lenders and private equity deals to building a best-in-class portfolio monitoring platform and what is arguably the industry's most advanced investigations platform, our vision remains unchanged: help businesses see clearly through complexity and make decisions with confidence.Where We Are TodayBased in New York City with global operations spanning the US, Romania, India, and soon-to-be London25,000+ investigations annually across six continentsFive consecutive appearances on the Inc. 5000 list of fastest-growing companiesBacked by Sunstone Partners, a leading private equity firm supporting our next phase of growthTrusted by top-tier financial institutions, private equity firms, and Fortune 500 companiesVcheck has a talented and collaborative team. While many of our team members come from backgrounds in compliance, law enforcement, journalism, or intelligence, many others have built successful careers here without prior investigative experience. What unites us is intellectual curiosity, attention to detail, and a commitment to getting it right.We're building something different: a comprehensive portfolio risk management platform that operates with the rigor of a top-tier investigative shop and the efficiency of a modern technology company. If you're excited about that combination and ready to build learning programs that scale operational excellence, we'd love to hear from you.About The RoleJoin our growing Customer Success Team as a Customer Success Associate. We're looking for a highly driven, self-starter to partner with sales and operate as a key project manager in the client order process. This role is paired with select clients and acts as the liaison between sales, clients, and our internal investigative teams. This role is in person and reports to our NYC office.What You'll Be DoingPartner with clients to manage the entire order process, from intake to deliveryWork with sales team to assist with new client onboarding, account configurations, and daily operational supportPossess a deep understanding of our products and client use casesEscalate and report on customer sentimentAct as a liaison between the investigative teams, client, and salesClearly communicate and verify requirements received from client to internal teamsData Entry into CRMPerforms other duties as assignedAbout YouKey requirements:We're looking for someone who is passionate about joining a diverse team and is driven to achieve results through ownership, process optimization, and upstanding character. If this describes you, we encourage you to apply, even if you don't meet every requirement listed.1-3 years of experience in a client-facing support or operations roleExperience with Salesforce Service Console (or other CRM) preferred"Go-Getter” and “Self-Starter” mentality who thrives in fast-paced environmentExperience delivering client-focused solutions based on client needsExcellent written, verbal and interpersonal communicationExcellent time management skillsAbility to take initiative with minimal supervisionAbility to multitask and produce highly detailed workWhy us?You Will Be Joining a Cutting-edge Company, Where You Will Tackle Complex Challenges And Work With The Very Best In The Industry. In Addition, We OfferCompetitive compensation package, including equity Comprehensive benefits, including medical, dental, & vision insurance coverage for you & your loved ones401k plan with a 4% employer match Flexible vacation policy, encouraging you to take the time you needAnnual wellness allowance to support your health and well-being Quarterly team events to keep us connected in a hybrid environment Play a vital role in shaping our company's future A fun and collaborative work environment where you'll be supported by a team of dedicated and collaborative colleagues Please be aware that Vcheck uses AI-powered note-taking, interview recording, and transcription tools to ensure accuracy and efficiency during our talent acquisition processes. By participating in the application and interview stages, you acknowledge and consent to the use of these technologies.Vcheck is proud to be an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, color, ancestry, religion, sex, age, national origin, sexual orientation, gender identity, disability, genetic information, veteran status, or any other factor protected by applicable law. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, transfer, leave of absence, compensation, benefits, and training.Vcheck expressly prohibits discrimination and harassment of any kind based on race, color, ancestry, religion, sex, age, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.No matter what background you bring with you, if you are committed to excellence and good at what you do, we welcome you to apply to join us and encourage you to come as you are.The Pay Range For This Role Is65,000 - 70,000 USD per year (NY)