Customer Success Associate

About Vcheck

We 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 Today

* Based in New York City with global operations spanning the US, Romania, India, and soon-to-be London

* 25,000+ investigations annually across six continents

* Five consecutive appearances on the Inc. 5000 list of fastest-growing companies

* Backed by Sunstone Partners, a leading private equity firm supporting our next phase of growth

* Trusted by top-tier financial institutions, private equity firms, and Fortune 500 companies

Vcheck 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 Role

Join 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 Doing

* Partner with clients to manage the entire order process, from intake to delivery

* Work with sales team to assist with new client onboarding, account configurations, and daily operational support

* Possess a deep understanding of our products and client use cases

* Escalate and report on customer sentiment

* Act as a liaison between the investigative teams, client, and sales

* Clearly communicate and verify requirements received from client to internal teams

* Data Entry into CRM

* Performs other duties as assigned

About You

Key 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 role

* Experience with Salesforce Service Console (or other CRM) preferred
* "Go-Getter" and "Self-Starter" mentality who thrives in fast-paced environment

* Experience delivering client-focused solutions based on client needs

* Excellent written, verbal and interpersonal communication

* Excellent time management skills

* Ability to take initiative with minimal supervision

* Ability to multitask and produce highly detailed work

Physical Requirements

The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation:

* While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer, telephone, and keyboard.

* Specific vision abilities required by this job include close vision requirements due to computer work.

Why 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…