Customer Success Associate

Summary

Join Verity as a remote Customer Success Associate and contribute to the growth of our team. You will play a key role in driving customer adoption of the VerityData platform, working with hedge funds and asset managers. This role requires strong communication, teamwork, and a client-first mentality. You will gain valuable experience in financial markets and equity investment approaches. We offer competitive compensation and a remote-first work environment with flexible time off and various benefits.

Requirements

• 1-3 years of customer success experience with financial services clients, ideally buy-side (hedge funds, asset managers, etc.)
• Knowledgeable on SEC Filings (10-K, 10-Q, earnings transcripts, etc.)
• Intermediate+ Microsoft Excel capabilities (VLOOKUPs, Formulas, Pivot Tables)
• Entrepreneurial mindset with strong interpersonal and communication skills
• Highly competitive and coachable
• Strong work ethic, detail oriented with a high level of integrity and emotional intelligence
• Genuine, open, and humble
• Bachelor’s Degree or equivalent degree or related work experience

Responsibilities

• Conduct outreach to targeted accounts to book demo meetings and on-sites with existing and prospective users at large investment management organizations for senior members of the team
• Engage with our clients via cold-calling, emails, and other forms of messaging or marketing initiatives
• Own post-call follow ups including generating bespoke reports and updating account settings to help increase retention and adoption rates
• Support the team in mapping key accounts to assist in closing upsell and cross-sell opportunities
• Run and deliver custom Excel files on a weekly, monthly, quarterly and one-off basis
• Concisely explain VerityData value proposition to prospective users and determine whether their needs could be met with the VerityData platform
• Understand best practices for client engagement and the numerous ways customers will leverage our datasets, technology, reports, and expert analysis from the Research team to help with their analysis

Preferred Qualifications

Proficiency with Salesforce

Benefits

• Competitive compensation
• Medical, dental, and vision coverage plan options (with core plan premiums covered at 100% for you and 90% families!)
• Remote-first working environment
• Flexible and generous time off policy to balance your work and life
• Paid parental leave policies for every type of parent to ensure bonding time with your new addition
• 401 (k) retirement plan options to help you invest in your future
• Company paid life insurance and long-term disability coverage
• VerityGives charitable donation matching program to support the causes important to our employees