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Top Customer Success & Experience Jobs in Charlotte, NC
Fintech • Software
The Service Delivery Associate coordinates production of client documents and SEC filings, ensuring compliance and client satisfaction while managing project timelines and collaborating with teams.
Top Skills:
Dfin Proprietary SoftwareEdgarMicrosoft SuiteSaaSSalesforceXbrl
Fintech • Software
The role involves technical support and troubleshooting for Zuora Billing software, configuration maintenance, documenting issues, and working with project managers and business users.
Top Skills:
HTMLMS OfficePl/SqlSQLZuora Billing
Fintech • Software
Serve as primary client liaison to manage end-to-end production of SEC filings, print and digital materials. Coordinate requirements, workflows, and vendors; ensure compliance with SLAs; mentor associates; support sales and continuous improvement efforts.
Top Skills:
Edgar,Xbrl,Arcpro,Arcreporting,Microsoft Word,Microsoft Excel,Powerpoint,Powerbi,Powerapps,Salesforce,Profile,Esp
Fintech • Software
Provide technical and client-facing support for ArcReporting, configuring templates, mapping and processing data, troubleshooting issues, training clients, preparing documentation, and assisting with UAT and version upgrades to ensure accurate automated financial reports.
Top Skills:
ArcreportingExcelMS OfficeMicrosoft Word
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