Client Success Analyst

Intapp San Francisco , CA 94118

Posted 2 weeks ago

Client Success Analyst Location: San Francisco, CA

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 the Bay Area. 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!


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Client Success Analyst

Intapp