Customer Success Associate

March 20

🏖️ New Jersey – Remote

Although this job is listed in New Jersey, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🦅 H1B Visa Sponsor

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Verity

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Verity is a company that designs high-performance investment research solutions for global asset managers, encompassing public equity, fixed income, private equity, and hybrid funds. Their core offerings include VerityData, which provides award-winning financial data and proprietary insights; VerityRMS, a modern AI-enabled research management system; and VerityESG, an engagement tracker for ESG and impact investing. Verity aims to accelerate fund performance by facilitating collaboration, surface new insights, and provide clear-cut data and analytics, serving over 370 institutional investors with more than $10 trillion in assets under management.

Investment research management

51 - 200 employees

💸 Finance

💳 Fintech

☁️ SaaS

📋 Description

• Verity is looking for a remote Customer Success Associate to join our growing team. Our ideal candidate has a client-first mentality and is excited about helping to drive customer adoption of the VerityData platform. • We are seeking scrappy and goal-oriented individuals who have an interest and passion for the financial markets. • VerityData works with hedge funds and asset managers, providing them with clean data and research drawn SEC filings - as we help them accelerate investment decisions with quicker insights, more confidence and differentiated idea generation. • As a Customer Success Associate, you will be supporting the team in working with our clients so will need to be highly communicative, team oriented, sales minded, and customer obsessed. • There will be an opportunity to grow and gain valuable experience, as we are a tight knit team, and along with training on the relevant datasets that we cover, you'll gain first-hand knowledge of equity investment approaches from client interactions.

🎯 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 • Proficiency with Salesforce is a plus • Bachelor’s Degree or equivalent degree or related work experience

🏖️ 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