Client Success Operations Intern

Versana is an industry-backed fintech on a mission to make the syndicated loan market better. 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 platform, participants can rest assured they are accessing the loan market’s most credible source of deal information.

We are looking for a Client Success Ops Intern to join our Summer Internship Program. You will work on projects to support the Sales, Client Engagement and Client Success teams by helping to manage data, reporting and operational processes. You will also work closely with Sales and Client teams to support internal coordination. This role is ideal for someone looking to gain hands on exposure to Client Success Operations while learning how Sales, Marketing, Finance and Client teams work together in a fast-growing fintech environment. 

• →Support Customer Success operation activities, including CRM updates, reporting and pipeline tracking. 
• →Assist with performance metrics, dashboards and analysis to help informed decision making. 
• →Help document and improve processes and workflows as the team scales.
• →Provide general operational support to Customer Success and related teams as needed.  
• →Participate in cross functional meetings to gain exposure to client delivery and business operations. 

• Rising college seniors currently enrolled in an accredited 4-year college/university.
• Interested in learning and having a career in Business Operations or Customer Success. 
• Strong analytical and problem-solving skills.
• Ability to roll up your sleeves and deliver projects in a timely manner.
• Ability to work with large data sets and process data through platforms.
• Excellent verbal and written communication skills; can effectively articulate complex ideas and influence others through well-reasoned explanation.
• Self-motivated and proactive with a strong sense of ownership.
• Ability to multi-task and manage multiple projects simultaneously in a fast-paced environment.  
• Experience with tools like Excel/Google Sheets, CRMs or project tracking tools.

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