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Trepp, Inc. · 1 day ago

Client Success Analyst

Trepp - USA - New York City, NY

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Trepp is a company specializing in commercial real estate analytics, and they are seeking a Client Success Analyst to support clients and enhance engagement with their product suite. This role involves providing high-quality client support, conducting proactive outreach, and collaborating with various teams to ensure clients maximize the value of Trepp's solutions.

AnalyticsFinancial Services

Growth Opportunities

No H1B

Responsibilities

Provide first-line support for incoming client inquiries across Trepp’s CRE, CMBS, CLO, and data feed products

Investigate workflow questions, data discrepancies, and technical issues, collaborating with internal teams to ensure timely resolution

Document client cases thoroughly and maintain high service standards in responsiveness and accuracy

Educate clients on Trepp’s analytics tools, reporting capabilities, and data methodologies

Conduct scheduled outreach to assigned clients to review platform usage and highlight underutilized features

Use internal tools (e.g., Mixpanel, Salesforce, usage dashboards) to identify engagement trends and opportunities for improvement

Support onboarding of new clients and new user groups, including introductory walkthroughs and workflow training

Coordinate with Account Managers to flag clients showing reduced usage, potential churn indicators, or expansion opportunities

Develop strong working knowledge of Trepp’s product suite and stay informed on release updates

Consolidate and communicate client feedback to Product, contributing to usability improvements and feature development

Participate in internal testing, validation, and rollout of new features

Contribute to content development for client training materials, knowledge base articles, and workflow documentation

Build foundational understanding of CRE finance, structured products, CMBS/CLO transaction mechanics, and market drivers

Stay informed on regulatory and reporting trends that may impact client workflows

Qualification

Commercial real estateClient engagementAnalytical problem-solvingMicrosoft ExcelSalesforceManage prioritiesLearning complex conceptsCommunication skillsAttention to detail

Required

Bachelor's degree, preferably in finance, real estate, economics, business, or data analytics

0–2 years of professional experience; internships in financial services, real estate, fintech, or analytics are a plus

Strong written and verbal communication skills with a customer-centric mindset

Analytical problem-solving ability and comfort working with data

Attention to detail and ability to manage multiple priorities

Proficiency in Microsoft Office, particularly Excel

Ability to learn and explain complex financial and analytical concepts to clients

Preferred

Experience with CRM systems (Salesforce), usage analytics tools, or SQL is a plus

Benefits

Medical, Dental, Vision insurance

401K (with employer match)

Life insurance, long term disability, short term disability all covered by the company

Flexible paid time off (PTO)

Sixteen (16) weeks paid primary caregiver leave (Biological, adoptive, and foster parents are all eligible)

Four (4) weeks paid parental leave

Wellness subsidy

Pet insurance

Laptop + WFH equipment

Career progression plan

Pre-tax commuter benefit with company subsidy (For NYC-office based employees only)

Fun company events and volunteering opportunities

Company

Trepp, Inc.

Trepp, founded in 1979, is the leading provider of data, insights, and technology solutions to the structured finance, commercial real estate, and banking markets.

Founded in 1979

New York, New York, USA

51-200 employees