Banker Success Specialist

Houlihan Lokey; Greater London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A global investment bank is seeking a Banker Success Specialist to build strong relationships with clients and ensure they gain maximum value from services. The ideal candidate will have 2-5 years of customer success experience and a strong interest in investment banking or operations. Responsibilities include onboarding, managing strategic relationships, and championing customer feedback to shape product development. This role combines technical expertise with a focus on customer satisfaction.

Qualifications

• 2-5 years of industry experience, preferably in customer success roles.
• Strong interest in operations, investment banking, accounting, or consulting.

Responsibilities

• Design and own long-term strategic relationships with key users.
• Lead the entire onboarding process from implementation to training.
• Act as a subject matter expert and maximize product adoption.
• Lead regular strategic business reviews with users.
• Champion customer feedback to influence product development.
• Oversee day-to-day support for the data operations team.

Skills

Customer success experience

Operations interest

Analytical capabilities

Communication skills

Tools

Excel

Word

PowerPoint

Job description

Business Unit: Data Strategy Group

Industry: No Industry

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Scope

The Banker Success Specialist is a trusted advisor to our bankers, responsible for building strong relationships while providing deep technical and product expertise. This role is a blend of strategic guidance and hands‑on technical partnership, designed to ensure users / bankers achieve maximum value from HL OS. You will be the primary advocate for your assigned users, collaborating closely with Product, Engineering, and IT to drive adoption, retention, and growth.

Responsibilities

• Strategic Account Management: Design and own long‑term strategic relationships with key users, deeply understanding their business goals to architect and execute success plans that drive significant value.
• Technical Onboarding & Implementation: Structure, design, and lead the entire onboarding process, from initial implementation and configuration to training end‑users, ensuring a seamless and highly successful deployment.
• Product Expertise & Adoption: Act as a deep subject matter expert and thought leader on the platform’s features, integrations, and best practices. Strategically analyze customer usage to provide proactive guidance that maximizes product adoption and value.
• Proactive Engagement & Value Realization: Lead and own regular strategic business reviews, define and share best practices, and set future goals with users. Proactively anticipate, identify, and mitigate any risks to customer satisfaction and retention.
• Customer Advocacy & Feedback: Champion the voice of the customer internally. Synthesize and translate complex customer feedback into strategic insights for the Product and Engineering teams to influence and shape the product roadmap.
• Data Operations Support: Oversee and provide guidance on day‑to‑day support for the data operations team to clean and maintain company records, identifying opportunities for process improvement.

Basic Qualifications

• For Specialist: 2-5 years of industry experience, with a preference towards customer success roles.
• A strong interest in operations, investment banking, accounting, or consulting experience is preferred.

Preferred Qualifications

• 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.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

#LI-111419