Client Success Associate
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Job Description
Client Success Associate for DiligenceVault assisting Midwest clients in digitizing due diligence processes. Leading implementations and ensuring measurable value from the platform.
Responsibilities:
- Lead implementations for new institutional clients and tailor configurations to complex diligence use cases.
- Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
- Become a subject-matter expert on DiligenceVault capabilities including RFP, DDQ, and workflow automation.
- Advise clients on API integrations and data connectivity.
- Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities.
- Translate client feedback into actionable insights for Product and Engineering teams.
- Deliver webinars, training, and best-practice sessions to promote adoption and community engagement.
Requirements:
- 5+ years in Customer/Client Success within FinTech or B2B SaaS
- Strong familiarity with investment management (Asset Owners, Hedge Funds, Private Equity, Consultants strongly preferred)
- Solid understanding of API integrations
- SQL experience strongly preferred (for querying, reporting, and troubleshooting)
- Comfortable engaging senior stakeholders including COOs, CCOs, and Portfolio Managers
- Ability to diagnose issues, analyze workflows, and drive solutions
- Bachelor’s degree in technology, or related field.
Benefits:
- Remote-first environment focused on Midwest/Central Time Zone
- Medical, Dental, and Vision coverage via Justworks/One Medical
- 401(k) plan and performance-based incentives
- Generous PTO plus sick leave and paid holidays
- Employee donation matching and mission-driven culture
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