Client Success Analyst - Remote

4 months, 2 weeks ago
Full-time
Junior
Customer and Technical Support
Termgrid

Termgrid

Termgrid offers an end-to-end software-as-a-service platform designed specifically for private equity dealmakers and capital markets, facilitating the deal-making process through tools developed by industry professionals.

Internet Software & Services
11-50
Founded 2019

Description

  • Support clients across the US, Europe, and Asia as part of the Professional Services organization.
  • Manage and maintain client portfolio information, ensuring data accuracy and accessibility in the TermGrid platform.
  • Coordinate and oversee the data ingestion process for onboarding and ongoing portfolio updates.
  • Contribute to Quarterly Business Reviews by preparing insights on usage patterns, engagement metrics, and client feedback.
  • Work with Account Managers to resolve client inquiries and issues related to the Portfolio product.
  • Communicate proactively with clients to ensure timely issue resolution and a high-quality experience.
  • Develop, maintain, and update internal and external knowledge base articles.
  • Partner with Product and Engineering teams to communicate client needs and contribute feedback for product enhancements.

Requirements

  • Bachelor’s degree in finance, business, economics, or a related field.
  • 2-8 years of experience in leveraged finance, investment banking, capital markets, private equity, or a similar domain.
  • Strong commitment to delivering exceptional customer experiences.
  • Excellent attention to detail and ability to build trust with sophisticated investors.
  • Solid understanding of corporate finance and leveraged finance concepts, including term loans, syndications, and capital structure.
  • Systematic and methodical work style with the ability to meet commitments consistently.
  • Strong prioritization skills and the ability to work across US, EU, and Asia time zones.
  • Experience in a client-facing or customer success role is implied as part of the work context.

Benefits

  • Remote-friendly flexibility.
  • High-performance, async-first culture.
  • Work-from-home setup.

Interested in this position?

Apply directly on the company website

Apply Now

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