Client Success Analyst - Data & Finance Tech

Addepar; Salt Lake City (UT); On-site; USD 59,000 - 74,000; Full time

Job summary

Addepar in Salt Lake City is seeking a Client Services Support Analyst to help top-tier investors maximize value from our data platform. You will identify, respond to, and resolve client questions, and provide hands-on support to ensure ongoing happiness.

Ideal candidates are tenacious problem-solvers who coordinate internal teams and work directly with clients, with 1+ year in a client-facing role and a finance/economics/math background.

Qualifications

• Bachelor’s degree (Finance/Economics/Math) or equivalent experience.
• 1+ year of relevant client-facing experience.
• Superior communication, organizational, and time-management skills.
• Proficiency in math and data handling.

Responsibilities

• Identify, respond to, and resolve issues raised by Addepar clients.
• Provide hands-on support to ensure client happiness and value realization.
• Work with complex data sets to identify data/calculation discrepancies.
• Evaluate issue criticality and coordinate with internal teams to resolve.
• Collaborate with Engineering and Data, Product, and Account Manager teams to maintain client satisfaction.
• Educate clients on how to use Addepar effectively, both functionally and conceptually.
• Prioritize multiple cases and drive them to completion.

Skills

Client communication

Problem solving

Data analysis

Time management

Team coordination

Education

Bachelor’s degree in Finance, Economics, or Mathematics

Job description

Addepar in Salt Lake City is seeking a Client Services Support Analyst to help top-tier investors maximize value from our data platform. You will identify, respond to, and resolve client questions, and provide hands-on support to ensure ongoing happiness.

Ideal candidates are tenacious problem-solvers who coordinate internal teams and work directly with clients, with 1+ year in a client-facing role and a finance/economics/math background.