Client Success Analyst

Location: San Francisco, CA



The Client Success Analyst will handle client inquiries and add-on projects while providing a high level of technical support to the DealCloud user community. This full-time position offers a strong career growth opportunity to develop valuable professional services skills working among enthusiastic team in Uptown Charlotte. The analyst will ensure all high priority issues are addressed in a timely and efficient manner.

What you’ll do:

1. Software Engineering and Consultative Support: The Analyst is expected to master DealCloud’s products and services, and will be responsible for offering client best practices and a consultative approach to ongoing client support

2. Product Management: The Analyst will be a key liaison of the product team helping to identify and prioritize features and enhancements being requested by clients

3. Client Satisfaction and Account Management: The Analyst must ensure that his/her assigned clients are “raving fans” of the product, service and company

4. Quality: The Analyst will be responsible for delivering an exceptional level of solution quality in the eyes of our clients



What you’ll get:

  • Competitive compensation
  • Challenging and rewarding work
  • Generous benefits package
  • An incredible team of smart and mission-driven people to work with



What you’ll need:

  • Software Engineering, Technical Support, or Client Success experience required
  • Strong Excel skills and competency with Windows OS and Microsoft Office suite required
  • An undergraduate business, computer science degree or other related degrees. Preferred majors, minors and concentrations include Finance, Computer Science, Management Information Systems, and Mathematics.
  • Strong written and verbal communication skills, and be able to work effectively in partnership with clients
  • Superior troubleshooting, evaluative, and technical problem-solving abilities
  • Self-motivated, strong work ethic, and a “whatever it takes to get it done” mentality
  • Willingness to roll-up up your sleeves to get the job done while contributing to the overall success of the company
  • Strong organizational skills and is an effective planner



Bonus if you:

  • VBA programming experience (other languages acceptable)
  • Knowledgeable on/experienced with back/middle office operations at private capital firms
  • Have deep understanding of financial modeling, reporting and analysis
  • Are an Excel master (advanced Lookup functionality and structuring of pivot tables)
  • Have experience with SAAS software deployments




About DealCloud

We are the premier platform for deal professionals in the private capital markets. DealCloud’s deal pipeline and relationship management platform provides an unparalleled environment for managing a robust business development and deal sourcing strategy. DealCloud’s industry-specific capabilities include deal management, portfolio management, fundraising, and investor relations management and reporting.


DealCloud was built by Deal professionals to specifically address the day-to-day information management challenges encountered by professionals in this end-market. The platform is supported by a team of dedicated former deal professionals that have a deep understanding of industry-savvy client service.


Delivered as a web-based Cloud platform, DealCloud is deployed rapidly and can be easily maintained across a global network of users. The built-in customization environment enables users to leverage tailored dashboards that meet their individual needs. The platform seamlessly integrates with Microsoft Office for an intuitive user experience supported by robust reporting.


Are you intensely driven, smart and results focused? Do you thrive in a collaborative team environment? We want to talk to you!


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