Client Success Analyst Job at Two Circles (New York)

Lead Client Success Analyst

Help us use technology to make a big green dent in the universe! Kraken powers s...

Location

United States , New York

Salary:

120000.00 - 150000.00 USD / Year

Assessfirst

Expiration Date

Until further notice

Requirements

Exceptional strategic problem-solving and analytical skills with a proven ability to independently diagnose, scope, and resolve complex technical, product, and business challenges for large-scale enterprise clients
Familiarity with object oriented programming languages & back-end and software engineering practices (e.g., version control, CI/CD, testing frameworks) sufficient to review code, advise clients on API usage & understand system architectures
A deep understanding of how systems interact and experience in troubleshooting modern architectures
Proven track record of driving and owning high-stakes technical conversations with key stakeholders across technical and non-technical domains
Excellent verbal and written communication skills, with the ability to articulate complex technical concepts into clear, compelling business strategies
A drive to get things done in a collaborative environment, with an ability to effectively work across functions (e.g. sales, product, engineering)
A proven ability to multitask & operate with autonomy and ownership in a fast-paced environment, prioritising competing high-stakes technical issues and strategic projects
A demonstrated ability to drive cross-functional strategic initiatives (e.g., defining a new integration pattern, launching a new support channel) and effectively lead collaboration across Sales, Product, and Engineering
Meticulous attention to detail in technical documentation, system design, and communication
An interest in learning about the electricity system and how grid scale renewable energy sources to keep the lights on and the network stable

Job Responsibility

Serve as a technical escalation point and subject matter expert for complex, high-priority client queries and incidents, ensuring timely and effective resolution
Translate complex technical and business challenges into strategic product proposals that directly influence the product roadmap and drive significant client value
Training clients to use the Residential Flex product effectively and provide supporting documentation
Identify, architect, and implement large-scale automation and self-service initiatives (e.g., tooling, advanced scripting, documentation structure) to reduce operational overhead for the entire CSE team and enhance the client experience
Work closely with a range of teams from the full technology stack (Engineering, Product & Partnerships)
Provide technical expertise and onboarding support for clients to support post-sales processes
Mentor and coach junior and mid-level CSEs on complex technical problem-solving, client communication, and overall technical account strategy
(Optional) contribute to our 24x7 support model by taking part in our (paid) on call rota

What we offer

Great medical, dental, and vision insurance options including FSAs
Paid time off
401(k) plan with employer match
Parental leave
Pre-tax commuter benefits
Flexible working environment
Equity Options
Modern office or co-working spaces depending on location

Fulltime

Customer Success Analyst

As a Customer Success Manager (CSM), you will play a critical role in ensuring m...

Location

United States , Dallas; New York; Chicago

Salary:

107000.00 - 132000.00 USD / Year

Uber

Expiration Date

Until further notice

Requirements

At least 4 years of experience in B2B operations (Sales, Customer Success, Account Management, or upper management retail/food industry)
Bachelor's degree in Economics, Finance, Business Administration, or a related field
Basic proficiency in SQL, with the ability to adjust and refine queries as needed

Job Responsibility

Own and run recurring client meetings with key stakeholders
Plan, own, and run business reviews in coordination with CPs/AMs
travel as needed for key business meetings
Monitor and analyze operational health metrics for existing partners
Identify gaps in restaurant performance and propose solutions for improvement
Drive product adoption working with Client Partners and Account Managers to understand the merchants’ business objectives and tailor new product recommendations supported by data analysis to help them achieve these goals
Execute on agreed plans (campaigns set up and post mortem reports)
Ensure customer retention & expansion through regularly sharing an assessment of the merchant's adoption gaps and monitor overall operational health
Collaborate with the sales team to expand customer accounts by identifying, analyzing and / or pitching upsell or cross-selling new opportunities
Proactively identify potential issues and work to resolve them

What we offer

Eligible to participate in Uber's bonus program
May be offered an equity award & other types of comp
Eligible to participate in a 401(k) plan
Various benefits

Fulltime

Customer Success Analyst

As a Customer Success Manager (CSM), you will play a critical role in ensuring m...

Location

United States , Chicago, Illinois; Dallas, Texas; New York, New York; San Francisco, California; Miami, Florida

Salary:

107000.00 - 132000.00 USD / Year

Uber

Expiration Date

Until further notice

Requirements

At least 4 years of experience in B2B operations (Sales, Customer Success, Account Management, or upper management retail/food industry)
Bachelor's degree in Economics, Finance, Business Administration, or a related field
Basic proficiency in SQL, with the ability to adjust and refine queries as needed.

Job Responsibility

Own and run recurring client meetings with key stakeholders
Plan, own, and run business reviews in coordination with CPs/AMs
travel as needed for key business meetings
Monitor and analyze operational health metrics for existing partners
Identify gaps in restaurant performance and propose solutions for improvement
Drive product adoption working with Client Partners and Account Managers to understand the merchants’ business objectives and tailor new product recommendations supported by data analysis
Execute on agreed plans (campaigns set up and post mortem reports)
Ensure customer retention & expansion through regularly sharing an assessment of the merchant's adoption gaps and monitor overall operational health
Collaborate with the sales team to expand customer accounts by identifying, analyzing and / or pitching upsell or cross-selling new opportunities
Proactively identify potential issues and work to resolve them

What we offer

Eligible to participate in Uber's bonus program
May be offered an equity award & other types of comp
Eligible to participate in a 401(k) plan
Various benefits (see link).

Fulltime

Business Analyst - Client Support

Alter Domus are looking for a Business Analyst - Client Support to join our grow...

Location

United States

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

3+ years of experience working in the CLO domain
Ability to understand legal documents such as offering memoranda, offering circulars, indentures and private placement memoranda, including related compliance test calculations or concentration test limitations
A successful candidate will evidence a passion for delivering quality clients service and staying up to date with best operational practices and related technology in the loan market
Ability to work independently and multitask in a fast-paced environment to meet client deadlines
Strong organizational, analytical skills, problem-solving skills and high attention to detail
Highly developed written and strong oral communication skills
Excellent communication skills Problem-solving aptitude
Team player with organizational and leadership skills
Ability to manage multiple projects/tasks at once
Strong focus on customer service and satisfaction

Job Responsibility

Work with a team of business analysts and client support personnel related to CLO and Solvas Asset Management (Alter Domus’ CLO and syndicated loan software)
Work as a subject matter expert and resource for clients
Model CLO deals for clients on Solvas Compliance and PoP
Gather information from various stakeholders such as clients and team members to document functional, system, and/or data requirements and to acquire consensus
Evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, and distinguish defects from enhancement requests
Analyze, synthesize, and prioritize requirements for enhancements to systems and / or business processes throughout the product development life cycle
Manage client support queries, issues, and/or enhancement requests ensuring adherence to SLAs
Collaborate with team members to create detailed functional and/or technical specifications for complex development of new, or modifications to existing, applications
Coordinate and assist with testing activities to help identify, mitigate, and resolve issues
Provide guidance to quality assurance and the development teams to create unit and integrated test cases

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Fulltime

Customer Success Analyst Intern

As a Customer Success Analyst, you will be joining a team of passionate, client-...

Location

Australia , Sydney

Salary:

Not provided

Mirakl

Expiration Date

Until further notice

Requirements

Education: A Bachelor's degree (completed or in progress) in Business, Commerce, Data, Marketing, Computer Science, or a related field
AI Curiosity & Capability: You actively use generative AI tools (such as ChatGPT, Claude, Gemini, or similar) in your studies or personal projects
Willingness to Build, Not Just Use: You are interested in going beyond using AI tools and want to help design smarter processes for the team
Communication Skills: You can express your ideas clearly in writing and in conversation
Analytical Mindset: You enjoy working with data and are comfortable using spreadsheets or other tools to find patterns and draw conclusions
Organisation & Agility: You are good at managing your time, keeping track of multiple tasks, and staying calm when priorities shift
Presentation Skills: You have experience creating structured, clear presentations
Coding & Engineering (Nice to Have): Some experience with coding or scripting (Python, SQL, JavaScript, or similar) gained through university coursework, personal projects, or hackathons is a great advantage
A Bonus: Any exposure to eCommerce, retail, or SaaS through coursework, internships, or personal projects is a great plus

Job Responsibility

Support a portfolio of clients by helping them get the most value out of Mirakl, contributing to their growth and day-to-day success
Build your client relationship skills by participating in client calls, preparing meeting materials, and following up on action items alongside experienced team members
Dig into data to help identify trends and surface insights that inform client strategies and recommendations
Use AI tools daily to accelerate your research, summarise client data, draft communications, and improve the quality of your outputs
Help build and improve AI-powered workflows within the CS team, including experimenting with prompt engineering, automating repetitive tasks, and identifying opportunities where AI can save time and improve client outcomes
Apply coding or scripting skills (where applicable) to help build lightweight tools, automate data processes, or prototype internal solutions that make the team more efficient
Create clear, structured presentations (such as business reviews and strategic updates) using Google Slides or PowerPoint, with guidance from your team
Assist with project coordination across multiple clients, helping track progress and keep things moving
Learn the Mirakl product suite inside and out, including Retail Media and Ads solutions, so you can contribute to client conversations with confidence

What we offer

You will be mentored by experienced CS professionals and given real responsibility from day one
You will be at the forefront of AI adoption in enterprise client success, helping shape how the team works
You will gain exposure to some of the world's largest retailers and learn how digital marketplaces operate at scale
Occasional travel for client meetings (approximately 1 to 2 per month) gives you the chance to build face-to-face relationships early in your career

Fulltime

Customer Success Analyst III

Oxitec Brazil is at the forefront of advancing innovative biological pest contro...

Location

Brazil , Campinas

Salary:

Not provided

Oxitec

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Biology or related areas/Equivalent experience
Experience in Customer Servicing of innovative/biotechnological products
Excellent communication skills, both written and oral
Well-developed organizational skills
Proficient with using Excel and PowerPoint presentation softwares
Advanced English level
Availability to domestic traveling and time flexibility for weekends and holidays
Commitment to and passion for the Oxitec mission and values
Responsive to the needs of an international business working across different time zones
Positive, humble, co-operative and professional always

Job Responsibility

Respond to customer inquiries and complaints, providing product or service information
Process orders, forms, and requests, maintaining a record of customer interactions
Responsible for customer portfolio relationships, ensuring project retention and nurturing product enthusiasts’ development
Build & execute the strategy to secure distributors and clients trained about our technology and the app
Establish and implement customer service practices, building an internal customer-centered culture among the company’s stakeholders
Resolve customer issues and identify new opportunities for client satisfaction, connecting clients’ needs to the business strategy
Support post-sale activities with strategic and technical product expertise
Develop, create, and update managerial reports

What we offer

Seguro de Vida
Vale transporte
Vale alimentação de R$ 176,00 mês
Vale refeição de R$ 50,14 por dia
Plano de saúde gratuito para o colaborador
Horas extras remuneradas com 100%

Fulltime

International Client Solutions Analyst

iCapital is looking to hire a Client Solutions Analyst to join the International...

Location

United States , New York

Salary:

75000.00 - 85000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

1-3+ years of experience in a business development or relationship management capacity
Fluent in Spanish is a requirement
Knowledge of the alternative investments industry and key stakeholders (Admins, Transfer Agents, and Custodians)
Adequate exposure to private markets and/or hedge fund asset classes and knowledge of private wealth distribution channels is highly preferred
Excellent verbal and written communication skills
Strategic mindset and able to work independently
Excellent project management skills, well organized and a highly collaborative strategic thinker
Excellent Microsoft Excel, Microsoft PowerPoint, and Salesforce skills
Demonstrated client service skills with stakeholders and clients

Job Responsibility

Assist the lead coverage team and Unicorn with pitching and onboarding new businesses, including the preparation of Requests for Proposals (RPFs) and presentation of platform demonstrations
Work collaboratively with internal cross-functional teams and Unicorn to ensure new clients and advisors are properly trained to use the platform and are provided with adequate hands-on support during their first trades
Assist in development and rollout of Lynk ETNs as an alternative access point to alternative investments in the region
Respond suitably to inbound inquiries, vet opportunities
Develop presentations and analysis for internal and external meetings and projects
Build strong internal relationships within iCapital and work closely with other teams (Research and Fund Management, Product Development, Enterprise Integration Group, Marketing, Legal, Regulatory and Compliance, Technology, Operations, etc.) to achieve the best client outcomes and successful long-term client relationships
Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness
Assist in the preparation of senior management and board reporting

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Client Solutions Analyst

This is an 18-month AddeGrad Program for a Client Solutions Analyst. The role in...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or a related field with graduation dates between Fall 2025 - Spring 2026
Exceptional organizational and interpersonal skills
Solution-oriented approach and a passion for problem-solving
Proven ability to research, design, and implement solutions for complex problems
Independent, adaptable, and can thrive in a fast-paced environment
Strong desire to gain further understanding of the global wealth management business
Effective communication and interpersonal skills (both written and verbal)
Strong work ethic, proactive and a highly contributing teammate
Strong analytical skills and ability to interpret
Right to work in the United Kingdom from the first day of employment (visa sponsorship not available)

Job Responsibility

Design and implement Addepar for new clients
Identify how Addepar can unlock significant value for clients’ businesses
Advise clients on how to model and examine their financial instruments and assets
Lead the design and oversight for new clients onboarding to the Addepar platform
Ensure solutions are compatible with other products and services within the Addepar ecosystem
Provide hands-on support to identify, respond to, and resolve issues and questions raised by clients
Work in complex data sets to identify and resolve data and calculation discrepancies
Collaborate with R&D teams to conduct root-cause analysis
Collaborate with Product and Account Management to manage and maintain client satisfaction
Help clients use Addepar to the greatest extent through functional and conceptual instruction

What we offer

In-depth onboarding and enablement program
Strong corporate culture
Cool swag
Exposure to key functions of the Client Services team
In-depth knowledge of the Addepar platform
Ability to partner with key stakeholders across Go-To-Market and R&D teams
Prepared for career growth in other parts of the business upon completion

Fulltime

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Client Success Analyst

Job Description

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