Strategic Customer Success Analyst - Banking Platform

Houlihan Lokey; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A global investment bank based in London is seeking a Banker Success Analyst to build relationships and provide technical expertise for users. The role involves onboarding, product expertise, and customer advocacy to enhance user satisfaction and retention. Candidates should have 1-3 years of experience in customer success roles and strong communication skills. Knowledge of financial software such as Excel is preferred, along with a keen interest in the investment banking sector.

Qualifications

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

Responsibilities

• Develop and maintain long-term relationships with users.
• Lead onboarding process and training end-users.
• Serve as a subject-matter expert on product features.
• Conduct regular business reviews and share best practices.
• Be the voice of the customer internally.
• Provide support for the data operations team.

Skills

Customer success

Operations

Analytical capabilities

Verbal communication

Written communication

Tools

Excel

Word

PowerPoint

Job description

A global investment bank based in London is seeking a Banker Success Analyst to build relationships and provide technical expertise for users. The role involves onboarding, product expertise, and customer advocacy to enhance user satisfaction and retention. Candidates should have 1-3 years of experience in customer success roles and strong communication skills. Knowledge of financial software such as Excel is preferred, along with a keen interest in the investment banking sector.