Banker Success Analyst: Strategic Client Success

Houlihan Lokey; Greater London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading investment bank based in Greater London seeks a Success Analyst to develop long-term relationships with users and enhance product adoption. Responsibilities include leading onboarding, providing technical expertise, conducting business reviews, and gathering customer feedback. Ideal candidates have 1-3 years of customer success experience and strong financial skills. The role offers an opportunity to drive user satisfaction and product growth in a dynamic environment.

Qualifications

• 1-3 years of industry experience, preferably in customer success roles.
• Strong interest in operations, investment banking, accounting, or consulting.

Responsibilities

• Develop and maintain long-term relationships with users.
• Lead the onboarding process and training end-users.
• Serve as a subject matter expert on platform features and best practices.
• Conduct regular business reviews to align on goals.
• Gather and synthesize customer feedback to improve experiences.
• Support the data operations team to maintain records.

Skills

Customer success roles

Strong analytical capabilities

Excellent verbal communication

Excellent written communication

Tools

Excel

Word

PowerPoint

Job description

A leading investment bank based in Greater London seeks a Success Analyst to develop long-term relationships with users and enhance product adoption. Responsibilities include leading onboarding, providing technical expertise, conducting business reviews, and gathering customer feedback. Ideal candidates have 1-3 years of customer success experience and strong financial skills. The role offers an opportunity to drive user satisfaction and product growth in a dynamic environment.