Strategic Client Success & Onboarding Lead

Houlihan Lokey, Inc.; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Houlihan Lokey, Inc. is seeking a Client Services Specialist in the Data Strategy Group. The role blends strategic guidance with hands-on technical partnership to maximize value from HL OS for assigned users.

You will collaborate with Product, Engineering, and IT to drive adoption, retention, and growth. Key responsibilities include owning strategic relationships, leading onboarding and training, and acting as a platform expert to optimize usage and outcomes.

Qualifications

• 3–6 years of industry experience in client services or customer success roles.
• Experience in financial operations, investment banking, accounting, or consulting is preferred.
• Strong financial and computer skills (Excel, Word, and PowerPoint).
• Familiarity with AI tools; excellent verbal and written communication.

Responsibilities

• Strategic Account Management: design and own long-term relationships with key users and shape success plans.
• Technical Onboarding & Implementation: lead onboarding, configuration, and end-user training for HL OS.
• Product Expertise & Adoption: become a subject matter expert on the platform’s features and best practices.
• Proactive Engagement & Value Realization: conduct regular strategic reviews and share best practices.
• Customer Advocacy & Feedback: translate customer feedback into strategic insights for Product/Engineering.
• Data Operations Support: guide data operations to maintain records and identify process improvements.

Skills

Analytical skills

Communication skills

Team collaboration

Tools

Excel

Word

PowerPoint

Job description

Houlihan Lokey, Inc. is seeking a Client Services Specialist in the Data Strategy Group. The role blends strategic guidance with hands-on technical partnership to maximize value from HL OS for assigned users.

You will collaborate with Product, Engineering, and IT to drive adoption, retention, and growth. Key responsibilities include owning strategic relationships, leading onboarding and training, and acting as a platform expert to optimize usage and outcomes.