Strategic Client Success Lead — Data Platform

GB.540 Houlihan Lokey UK Limited; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

Houlihan Lokey UK Limited seeks a Client Services Specialist to build strong relationships with bankers and provide deep technical and product expertise for HL OS adoption and value realization.

You will work closely with Product, Engineering, and IT to drive adoption, retention, and growth, acting as a trusted advisor and ensuring smooth onboarding and ongoing client success in a data-driven environment.

Qualifications

• Strong financial and computer (Excel, Word, and PowerPoint) skills.
• Familiarity with AI tools.
• Demonstrated ability to work cooperatively with all levels of staff.
• Strong analytical capabilities and excellent verbal and written communication skills.

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 analyse customer usage to provide proactive guidance that maximizes product adoption and value.
• Proactive Engagement & Value Realisation: 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.

Skills

Financial skills

Analytical capabilities

Verbal and written communication

Cooperation across teams

AI tools familiarity

Tools

Excel

Word

PowerPoint

Job description

Houlihan Lokey UK Limited seeks a Client Services Specialist to build strong relationships with bankers and provide deep technical and product expertise for HL OS adoption and value realization.

You will work closely with Product, Engineering, and IT to drive adoption, retention, and growth, acting as a trusted advisor and ensuring smooth onboarding and ongoing client success in a data-driven environment.