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Client Success Analyst

🕒 October 30

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

Where this job comes from

Posted on Cognitive Credit's careers page, not through a job board

First seen by Remote Rocketship October 30

Still open on Cognitive Credit's site. Checked 2 hours ago.

Logo of Cognitive Credit

Cognitive Credit

11 - 50 employees

Founded 2017

💸 Finance

💳 Fintech

☁️ SaaS

💰 Series A on 2021-11

Finance • Fintech • SaaS

Cognitive Credit is a company that provides specialist data and analytics for credit investors, including detailed credit models and real-time earnings data. It serves asset managers, hedge funds, and sales, trading, and research teams to improve their credit analysis and decision-making processes. Their solutions are designed to increase productivity and enable faster, more actionable investment ideas, utilizing technological innovation to address industry challenges.

📋 Description

• Maintain a range of financial reports for private credit issuers within coverage universes • Keep processes in sync to ensure timely and accurate client delivery • Own and maintain datasets and client-facing documents, ensuring information is current and accurate • Manage access to multiple private data sites • Ensure only approved clients have access to private credit models • Review and reconcile incoming client coverage lists • Clearly communicate requirements and outcomes to clients • Work closely with Client Success Managers and escalate client issues when needed • Collaborate with the wider Client Success team, including Senior and Lead Data & Client Success Analysts

🎯 Requirements

• Highly detail oriented • Ability to learn processes quickly, with a mindset to spotting efficiency improvements • Results-focused mindset and a willingness to be hands-on with close attention to detail • Strong collaboration skills required to work seamlessly with the wider analyst and client success team • Strong communication skills required for effective stakeholder management • Excellent organization skills with the ability to handle multiple projects concurrently and operate in a fast-paced work environment • Able to work independently and manage multiple priorities, prioritize, multi-task, and deliver in both short- and long-term projects in a high stress environment • Fluent in English • Right to work in the US • Commitment to work flexible hours

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