Client Success & Onboarding Analyst (Hybrid)

Credit Benchmark Limited; New York (NY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Hybrid schedule

Competitive PTO

Private medical, dental, and vision

401(k) plan

Paid parental leave

Learning and development

Team culture

Job summary

Credit Benchmark, a financial data analytics company, seeks a Client Success Analyst in New York to manage onboarding, implementation, adoption, and client engagement. You will own onboarding milestones, track usage, and ensure accurate client data in Salesforce while preparing training materials and coordinating with Sales, Product, and Analytics.

The role offers a hybrid schedule with in-office days, competitive PTO, health benefits, a 401(k) plan, and ongoing professional development as you

Qualifications

• Up to two years of experience in financial services, fintech, or data.
• Highly organized with the ability to juggle several clients and tasks.
• Sharp eye for detail and data accuracy.
• Clear written and spoken communication; client-focused.
• Self-starter who works independently in a fast-paced environment.
• Curious about how banks manage credit risk.

Responsibilities

• Onboarding: support setup for new clients from user access to training and follow-ups.
• Implementation: track client progress embedding data in workflows and milestones.
• Adoption: monitor usage and engagement to ensure client value.
• Client records: own onboarding, account health, and activity data in Salesforce.
• Client materials: prepare training content, check-ins, and reviews.
• Queries and feedback: collaborate with Product/Analytics/Commercial to resolve issues and shape products.
• Growth: capture opportunities for new users, products or use cases and pass to Sales.
• As you grow: deliver training and demos and lead client check-ins.

Skills

Financial services experience

Organizational skills

Attention to detail

Communication skills

Independence / self-starter

Curiosity about credit risk

Collaboration in a global team

Tools

Salesforce

Microsoft Excel

PowerPoint

Word

Generative AI tools

Job description

Credit Benchmark, a financial data analytics company, seeks a Client Success Analyst in New York to manage onboarding, implementation, adoption, and client engagement. You will own onboarding milestones, track usage, and ensure accurate client data in Salesforce while preparing training materials and coordinating with Sales, Product, and Analytics.

The role offers a hybrid schedule with in-office days, competitive PTO, health benefits, a 401(k) plan, and ongoing professional development as you