Client Success Analyst

Opto•New York, NY

52d•$80,000 - $90,000•Onsite

About The Position

As the first Client Success Analyst at Opto, you are responsible for owning communication and collaboration of our clients in our software products. In this role, you will be supporting our Diligence AI tooling as we onboard new clients and be a key part of client adoption of software. Diligence AI is a toolkit built by Opto to allow allocators to unlock scale and efficiency with their manager diligence processes.

Requirements

Strong organization skills and attention to detail
Ownership in work product
Quantitative and qualitative analysis skills
Ability to quickly learn and adapt to new technologies and workflows
Comfort with ambiguity
Excellent communication skills and grace under pressure
4 year degree in business, finance, economics or related field (or equivalent work experience)
Experience in the fintech space, preferably having worked at a technology startup and/or a deep understanding of the private markets ecosystem
Experience in a client facing role
Base familiarity with building AI solutions or experimentation with AI applications such as ChatGPT, Claude
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Nice To Haves

Experience coding with Python and/or JavaScript

Responsibilities

Working directly with our Diligence AI go to market team to support firms leveraging the toolkit on a daily basis.
Supporting new clients across core client success workflows, from onboarding firms and their data to answering questions and working alongside teams to deepen relationships.
Become a product expert that has comfort in ambiguity, partnering with clients to connect their desired goals with direct software usage.
Partnering with Product teams to refine software use cases from client feedback as well as internal workflows.
Coordinating with internal teams to ensure client needs are addressed quickly and effectively.