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Client Success Operations Associate

Bottomline is a leader in business payments looking for passionate individuals to enhance customer relationships and drive growth through their Client Success Operations.

Skills

  • Strong written and oral communication skills
  • Exceptional attention to detail
  • Proficiency in Microsoft Excel
  • Creative thinking and problem resolution
  • Ability to manage multiple priorities

Responsibilities

  • Support the Paymode Vendor Enablement team managing non-calling tasks
  • Achieve customer satisfaction and expand customer relationships
  • Validate information and resolve discrepancies
  • Assist management with internal reporting
  • Collaborate with internal teams for outreach and matching opportunities

Education

  • High school diploma or equivalent is required
  • Bachelor's degree in a related field is preferred

Benefits

  • Health insurance
  • 401(k) plan
  • Paid time off
  • Professional development opportunities
  • Flexible working environment
To read the complete job description, please click on the ‘Apply’ button
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Average salary estimate

$52500 / YEARLY (est.)
min
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$45000K
$60000K

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What You Should Know About Client Success Operations Associate, Bottomline

Bottomline is on the hunt for a dynamic Client Success Operations Associate to join our team in Portsmouth, New Hampshire! With over 35 years of experience in revolutionizing business payments and cash management, we process an impressive $16 trillion in payments annually. As a Client Success Operations Associate, you'll be a vital part of the Paymode Vendor Enablement team, focusing on maximizing efficiency and supporting our customers in their enrollment journey. Your day-to-day responsibilities will include ensuring the accuracy of information, resolving discrepancies, and meeting critical deadlines while fostering strong customer relationships. You'll work closely with internal client services, utilizing tools like Salesforce and SharePoint to enhance our operations. We value creativity and problem-solving, so your ability to identify process improvements will be crucial. If you're an organized professional who thrives in a fast-paced environment, possesses strong communication skills, and has experience in research or analyst roles, we’d love to talk to you! Being a self-starter with a keen sense of urgency will set you up for success as you help us delight our customers. Join us at Bottomline to be part of a team that champions innovation and customer satisfaction every day.

Frequently Asked Questions (FAQs) for Client Success Operations Associate Role at Bottomline
What are the main responsibilities of a Client Success Operations Associate at Bottomline?

As a Client Success Operations Associate at Bottomline, your primary responsibilities will include managing non-calling tasks for the Paymode Vendor Enablement team, ensuring accuracy in validating information, resolving discrepancies, and meeting critical performance goals. You'll collaborate with internal client services teams while utilizing Salesforce, SharePoint, and Paymode systems to drive vendor enrollment and improve customer satisfaction.

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What qualifications are required for the Client Success Operations Associate role at Bottomline?

To be considered for the Client Success Operations Associate position at Bottomline, you should have at least one year of experience in a research or analyst role. Strong organizational skills, attention to detail, creative thinking abilities, and proficiency in Microsoft Excel are essential. Additionally, excellent communication skills and the ability to manage multiple priorities in a fast-paced environment are key traits we’re looking for.

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How does Bottomline support employee growth in the Client Success Operations Associate position?

At Bottomline, we are committed to fostering an inclusive and supportive environment for all our employees, including those in the Client Success Operations Associate position. We offer various opportunities for professional development, mentorship, and internal training, allowing you to grow your skills and advance your career while making a meaningful impact within our organization.

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What can I expect from the work environment as a Client Success Operations Associate at Bottomline?

As a Client Success Operations Associate at Bottomline, you can expect a collaborative, fast-paced work environment where teamwork and resourcefulness are highly valued. You will engage with diverse teams, tackle challenges proactively, and contribute to exciting projects while supporting our mission to enhance customer relationships and efficiency.

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What software tools will I use as a Client Success Operations Associate at Bottomline?

In your role as a Client Success Operations Associate at Bottomline, you will primarily work with Salesforce and SharePoint to manage data and track vendor enrollment processes. Additionally, proficiency in Microsoft Excel will be essential for handling data manipulation, creating reports, and performing V-lookups to facilitate effective operations.

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Common Interview Questions for Client Success Operations Associate
How do you prioritize tasks in a fast-paced work environment as a Client Success Operations Associate?

When prioritizing tasks, I first assess deadlines and the urgency of each assignment, ensuring that critical responsibilities are managed promptly. I also communicate with my team for collaboration and alignment on priorities, and I utilize task management tools to keep track of progress across my duties effectively.

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Can you describe your experience with Salesforce and how it applies to the Client Success Operations Associate role?

I have experience using Salesforce for managing customer interactions and tracking vendor engagements. I find it crucial for organizing data and automating certain tasks, which allows me to maintain accuracy and efficiency as a Client Success Operations Associate.

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What strategies do you use to ensure accuracy in your work as a Client Success Operations Associate?

To ensure accuracy, I double-check data entries, verify information through multiple sources, and maintain clear documentation of processes. It's important to stay meticulous and systematic, especially when resolving discrepancies in vendor enrollment.

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How do you handle customer inquiries that require you to find information quickly?

In cases like these, I remain calm and focused, utilizing existing resources and tools available to me to research the information required. I prioritize clarity and thoroughness in my responses to ensure that the customer feels satisfied with the support they receive.

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What techniques do you use to improve process efficiency in operations?

I continuously assess existing workflows to identify bottlenecks or redundant tasks. I may propose changes to processes, such as adopting automation tools or consolidating steps, to streamline operations and enhance overall team performance.

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Can you give an example of how you've resolved a discrepancy in data within a previous role?

In my previous role, I encountered a mismatch in vendor information. I carefully traced the data back to its source, communicated with involved parties to validate details, and corrected the issues while establishing a new verification process to prevent future discrepancies.

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How do you foster teamwork when working on client success projects?

I believe open communication is key. I actively share updates and feedback with my team, invite input on project approaches, and leverage team members' strengths to build synergy, fostering a collaborative environment that drives success for our clients.

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What motivates you to excel in the Client Success Operations Associate role?

I am motivated by the desire to impact customers positively and see them thrive. Knowing my contributions help expand customer relationships and enhance their experiences keeps me focused and dedicated to achieving our team's goals.

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How do you stay organized when managing multiple projects simultaneously?

I use project management tools and checklists to ensure all tasks are tracked. I also allocate specific times in my schedule to tackle each project, helping me to maintain focus and organization while balancing various responsibilities.

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What skills do you bring to the Client Success Operations Associate role that will benefit Bottomline?

I bring strong analytical skills, attention to detail, and excellent communication abilities, all of which are essential for a Client Success Operations Associate. My past experiences have honed my ability to problem-solve, work collaboratively with teams, and connect effectively with customers, all of which will benefit Bottomline.

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Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)
Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)

Bottomline is a global leader in providing electronic payment, invoice, and document automation solutions to corporations, financial institutions, and banks worldwide. We have 30 years of experience, moving more than $10 trillion in payments annually

86 jobs
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FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$45,000/yr - $60,000/yr
EMPLOYMENT TYPE
Full-time, onsite
DATE POSTED
March 20, 2025

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