Client Success Analyst

🕒 March 18

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Termgrid

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2019

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Termgrid is an end-to-end software platform built for private capital markets that streamlines debt financing, deal execution, and portfolio management for private equity firms, lenders, advisors, and law firms. The platform provides a single source of truth for transaction data, searchable precedent terms, lender relationship insights, automated reporting and workflow tools to reduce manual work and transaction costs while improving oversight and collaboration.

📋 Description

• Global Client Support: Work as part of the Professional Services organization to support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience. • Portfolio Management: Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform. Coordinate and oversee the data ingestion process to ensure smooth onboarding and updates. • Client Insights & Reporting: Contribute to Quarterly Business Reviews (QBRs) by providing insights on client usage patterns, engagement metrics, and key feedback. • Client Relationship Management: Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication. • Knowledge Management: Develop, maintain, and update internal and external knowledge base articles to enhance client enablement and internal operational efficiency. • Cross-functional Collaboration: Partner closely with Product and Engineering teams to communicate client needs, provide feedback, and contribute to ongoing product enhancements.

🎯 Requirements

• A solid academic background with a degree in finance, business, economics, or a related field. • 2-3 years of experience in leveraged finance, investment banking, or private equity at a top-tier firm. • You are passionate about delivering exceptional customer experiences and thrive on receiving a "wow" response from clients. • Your attention to detail is outstanding; our clients are sophisticated investors, and building their trust is essential. • You have a solid understanding of corporate and leveraged finance; terms like "term loan," "syndications," and "capital structure" resonate with you. • You are systematic and methodical, consistently meeting your commitments and quickly identifying business opportunities. • You have strong prioritization skills and can work across various time zones (US, EU, and Asia).

🏖️ Benefits

• Remote-friendly flexibility with a high-performance, async-first culture • Work from home set up