Visual Lease, LLC

  • Customer Success Specialist

    Job Locations US-NJ-Woodbridge
    Job ID
    Client Services/Support
    Regular Full-Time
  • Overview

    To help support our global growth, Visual Lease is seeking a Customer Success Specialist to join our team at our New State of the Art Woodbridge, NJ office location.  Reporting directly to the Vice President of Client Services, this is a position that provides a unique opportunity to work directly with over 300 clients in various industries all over the world.

    What You Will Do

    We are looking for a competent  Customer Success Specialist to provide a top notch client experience to existing Visual Lease clients and internal support staff. Career Path into Client Services Departments, including Account Management, Implementation and Data Management.  


    • Configure/implement Visual Lease platform, including modules, supporting lease fields, financial categories, users and security levels, access requirements and system administration (either onsite or online)
    • Create new client accounts in CRM and other internal tools used to track accounts and implementation projects.
    • Assist various team members in keeping internal tools updated with implementation and client notes.
    • Work directly with clients to coordinate client meetings for various team members within Client Services.
    • Work with all departments within Client Services, including Account Management, Implementation and Data Management to assist with day-to-day coordination of tasks and projects.
    • Take dictation and minutes and accurately enter data into CRM tools.Assist with various administrative tasks
    • Interact with customers through phone and email to address and resolve concerns and issue
    • Coordinate, map and manage various technical integrations with 3rd party solutions
    • Prioritize and follow-through multiple tasks to completion
    • Identify and creatively resolve any possible obstacles to on‐time and precise delivery

    What You Will Need

    • BS in Computer Science, Engineering, Mathematics, Accounting, or equivalent work experience
    • 2+ years of experience in a customer support environment, SaaS experience a plus
    • A natural curiosity and interest to continue to expand your knowledge and skills
    • Proficiency in Microsoft Office
    • Work in a fast-paced and constantly changing environment
    • Experience, fluency and the ability to quickly learn software solutions
    • The ability to work a modified schedule performing After-Hours and on-call work as necessary
    • A habit of completing all tasks efficiently, effectively, and seeks additional opportunities when available.
    • Independent and quick learner with the ability to grasp new concepts (especially relating to constantly changing accounting rules effecting our product and client base), and decipher consequences
    • Professional, positive, and nurturing attitude with all clients


    • Strong organizational skills and attention to detail
    • Exceptional time management skills
    • Positive outlook, patience, and strong relationship-building skills
    • Conduct yourself with business integrity
    • Strong sense of urgency
    • Take ownership
    • Embrace humility and teamwork
    • Ability to connect and influence others
    • Self-motivated with a demonstrated ability to take initiative
    • Adaptability to change


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