Houlihan Lokey · 1 week ago
Banker Success Analyst
Dallas, TX
Full-time
Onsite
Entry Level
$80K/yr - $95K/yr
1+ years expHoulihan Lokey, Inc. is a global investment bank specializing in various financial advisory services. The Banker Success Analyst will build strong relationships with bankers, providing technical expertise and strategic guidance to enhance user adoption and satisfaction.
BankingFinanceFinancial Services
Responsibilities
Strategic Account Management: Develop and maintain long-term relationships with users, understanding their business goals to create and execute success plans that drive value
Technical Onboarding & Implementation: Lead the onboarding process, from initial implementation and configuration to training end-users, ensuring a smooth and successful deployment
Product Expertise & Adoption: Serve as a subject matter expert on the platform's features, integrations, and best practices. Proactively monitor customer usage to provide guidance that drives deeper product adoption
Proactive Engagement & Value Realization: Conduct regular business reviews, share best practices, and align on future goals. Proactively identify and mitigate any risks to customer satisfaction and retention
Customer Advocacy & Feedback: Be the voice of the customer internally. Gather, synthesize, and relay customer feedback to the Product and Engineering teams to help shape the product roadmap and improve the customer experience
Data Operations Support: Provide day to day support for the data operations team to clean and maintain company records
Qualification
Required
1-3 years of industry experience, with a preference towards customer success roles
A strong interest in operations, investment banking, accounting, or consulting experience
Preferred
Strong financial and computer (Excel, Word, and PowerPoint) skills
Demonstrated ability to work cooperatively with all levels of staff
Strong analytical capabilities and excellent verbal and written communication skills
Benefits
Discretionary incentive compensation
Competitive benefits package
Company
Houlihan Lokey
Houlihan Lokey is an investment bank specializing in mergers and acquisitions, capital solutions, and financial restructuring.
1001-5000 employees
H1B Sponsorship
Houlihan Lokey has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (30)
2023 (21)
2022 (30)
2021 (67)
2020 (26)
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-12IPO
2005-10-31Acquired
Leadership Team
Austin Smith
Senior Vice President
Miguel Mireles
Vice President Investment Banking
Recent News
Private Banker International
2026-01-23
Alternative Credit Investor
2026-01-22
Alternative Credit Investor
2026-01-22
Company data provided by crunchbase