Client Success Associate

Job not on LinkedIn

🕒 January 17

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $90k - $105k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

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DiligenceVault

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🏢 Enterprise

Finance • Fintech • Enterprise

DiligenceVault is a secure digital diligence platform designed to streamline and digitize the due diligence processes for investment and management research teams. The platform is trusted by over 70,000 users globally to simplify and enhance activities such as manager selection, monitoring, RFP automation, ESG data collection, and regulatory compliance. By leveraging technology, including AI, DiligenceVault helps users to efficiently manage due diligence tasks, centralize content, and improve collaboration through its comprehensive digital ecosystem. The company is backed by Goldman Sachs and provides global support with teams located in major financial hubs, including New York, London, Singapore, and India.

📋 Description

• 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 our Product and Engineering teams. • Deliver webinars, training, and best-practice sessions to promote adoption and community engagement.

🎯 Requirements

• 3 to 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

• Performance-based incentives & Equity options • Remote-first environment focused on Midwest/Central Time Zone • Medical, Dental, and Vision coverage via Justworks/One Medical • 401(k) plan • Generous PTO plus sick leave and paid holidays • Employee donation matching and mission-driven culture • Rewards and Recognition Program