CLIENT SUCCESS ANALYST CHARLOTTE, NC
The Client Success Analyst will handle client inquiries and add-on projects while providing a high level of technical support to the DealCloud user community. This full-time position offers a strong career growth opportunity to develop valuable professional services skills working among enthusiastic team in Uptown Charlotte. The analyst will ensure all high priority issues are addressed in a timely and efficient manner.
WHAT YOU'LL DO:
- SOFTWARE ENGINEERING AND CONSULTATIVE SUPPORT: The Analyst is expected to Master DealCloud's products and services, and will be responsible for offering client best practices and a consultative approach to ongoing client support
- PRODUCT MANAGEMENT: The Analyst will be a key liaison of the product team helping to identify and prioritize features and enhancements being requested by clients
- CLIENT SATISFACTION AND ACCOUNT MANAGEMENT: The Analyst must ensure that his/her assigned clients are “raving fans” of the product, service and company
- QUALITY: The Analyst will be responsible for delivering an exceptional level of solution quality in the eyes of our clients
WHAT YOU'LL GET:
- Competitive compensation
- Challenging and rewarding work
- Generous benefits package
- An incredible team of smart and mission-driven people to work with
WHAT YOU'LL NEED:
- Software Engineering, Technical Support, or Client Success experience required
- Strong Excel skills and competency with Windows OS and Microsoft Office suite required
- An undergraduate business, computer science degree or other related degrees. Preferred majors, minors and concentrations include Finance, Computer Science, Management Information Systems, and Mathematics.
- Strong written and verbal communication skills, and be able to work effectively in partnership with clients
- Superior troubleshooting, evaluative, and technical problem-solving abilities
- Self-motivated, strong work ethic, and a “whatever it takes to get it done” mentality
- Willingness to roll-up up your sleeves to get the job done while contributing to the overall success of the company
- Strong organizational skills and is an effective planner
BONUS IF YOU:
- VBA programming experience (other languages acceptable)
- Knowledgeable on/experienced with back/middle office operations at private capital firms
- Have deep understanding of financial modeling, reporting and analysis
- Are an Excel master (advanced Lookup functionality and structuring of pivot tables)
- Have experience with SAAS software deployments
ABOUT DEALCLOUD
A little bit about us: We are the premier platform for deal professionals in the private capital markets. DealCloud's deal pipeline and relationship management platform provides an unparalleled environment for managing a robust business development and deal sourcing strategy. DealCloud's industry-specific capabilities include deal management, portfolio management, fundraising, and investor relations management and reporting. DealCloud was built by Deal professionals to specifically address the day-to-day information management challenges encountered by professionals in this end-market. The platform is supported by a team of dedicated former deal professionals that have a deep understanding of industry-savvy client service.
Are you intensely driven, smart and results focused? Do you thrive in a collaborative team environment? We want to talk to you!