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RiskSpan · 2 months ago

Client Success Analyst - SaaS Fintech B2B financial services

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

RiskSpan is a company that provides a suite of SaaS products for data integration and predictive modeling in financial services. They are seeking a motivated Client Success Analyst to support client relationships, assist in sales efforts, and drive operational excellence through data and feedback. The role involves managing client inquiries, preparing insights, and collaborating with internal teams to improve the overall client experience.

AnalyticsData VisualizationFinancial ServicesRisk ManagementService Industry

Responsibilities

Serve as the primary point of contact for assigned clients

Build and maintain strong relationships, ensuring high levels of satisfaction and engagement

Understand each client’s business objectives, challenges, and success metrics to deliver maximum value

Ensure clients receive prompt support for client inquiries and professional communication

Support colleagues with onboarding, reporting, and account coordination activities

Develop a solid understanding of client business needs, usage patterns, and success metrics

Monitor client health indicators and flag risks or opportunities for improvement

Ensure client engagement is occurring and on-track according to targeted engagement levels

Ensure clients receive RiskSpan content including research, product updates and relevant invites to client events

Assist in identifying and qualifying upsell and cross-sell opportunities within existing accounts

Prepare renewal documentation, client performance summaries, and presentation materials for sales meetings

Collaborate with the Sales and Marketing teams to maintain accurate client data in CRM systems and support proposal development

Gather and document client feedback on products, tools, and services to identify pain points and improvement opportunities

Collaborate with internal teams to relay insights that inform product enhancements and process optimization

Contribute to efforts aimed at improving the overall client experience, helping refine workflows and communication practices

Develop a foundational understanding of risk analytics, financial modeling, and data-driven decision-making relevant to client use cases

Collaborate with subject matter experts to learn how to interpret and communicate complex analytical results to clients in a clear, value-focused way

Apply this growing expertise to support business development efforts and articulate solution benefits effectively in client interactions

Work cross-functionally with Product, Operations, and Marketing teams to support client initiatives and ensure alignment

Participate in internal meetings to share client insights and assist in implementing system improvements

Qualification

Client success experienceSales orientationRisk analytics understandingMicrosoft Office SuiteCRM tools proficiencyCommunicationOrganizational skillsProblem-solving mindsetAttention to detail