Customer Success - Financial Software

About the role

Serve as the central point of coordination between clients, support teams, and internal departments. This role focuses on ensuring requests are efficiently managed, clients remain informed, and operational processes run smoothly from initiation to completion.

The ideal candidate is highly organized, customer-focused, and thrives in a fast-paced environment where managing multiple priorities and maintaining attention to detail are critical to success.

Responsibilities

• Coordinate between clients, support teams, and internal departments to manage requests efficiently
• Ensure clients remain informed throughout operational processes from initiation to completion
• Maintain smooth workflows in a dynamic, multi-priority environment

Requirements

• 2+ years of experience in Customer Success, Customer Support, Client Services, Service Coordination, Operations, Project Coordination, or Account Management
• Strong organizational skills with the ability to manage multiple tasks simultaneously
• Excellent verbal and written communication skills
• Experience working with ticketing systems, CRM platforms, or workflow management tools
• Strong attention to detail and commitment to accuracy
• Proficiency with Microsoft Office and business applications
• Experience in a SaaS, technology, software, or professional services environment is preferred

Skills

• Exceptional customer service and relationship-building abilities
• Proactive, solution-oriented mindset
• Strong critical thinking and decision-making skills
• Ability to remain organized in a dynamic environment
• Comfortable collaborating across multiple departments
• High level of accountability and follow-through
• Professional demeanor with a client-first approach
• Desire to learn new systems, processes, and technologies

About Endurance IT Services

Endurance IT Services provides Managed IT Services, Cybersecurity Solutions, Network Infrastructure, and IT Consulting to help businesses stay secure, connected, and productive. We also offer IT Staffing for Direct-Hire, Contract-to-Hire, and Contract roles, as well as internal full-time positions.