Senior Analyst, Client Success

Exponent • Kansas City, MO

1d • Onsite

About The Position

Senior Analyst role in a Kansas City-based professional services firm leveraging AI-driven analytics to transform client success and advisory delivery. High-impact client exposure: Work directly with C-suite clients and professional services firms, leveraging your accounting and advisory background in a consultative role. AI-driven innovation: Be at the forefront of integrating AI tools to automate processes and enhance client deliverables, shaping the future of the platform. Collaborative, growth-focused culture: Join a small, agile team that values hands-on mentorship, cross-functional collaboration, and continuous learning in a fast-evolving environment.

Requirements

• Proven self-starter who can independently handle client onboarding, communication, and deliverables without heavy oversight—critical for a role that’s all about high-touch client success and relationship-driven finance leadership.
• Preference for candidates with Big Four or professional services experience who bring solid accounting fundamentals and can confidently engage with CFOs and controllers, blending technical chops with advisory skills.
• Comfortable and eager to leverage AI and automation technologies to boost efficiency and evolve client delivery processes—key in a fast-moving, tech-forward finance environment.

Responsibilities

• Act as the go-to finance lead for assigned clients, handling onboarding, ongoing communication, and deliverable timelines with full ownership.
• Synthesize data across multiple systems to pinpoint key performance drivers and uncover improvement opportunities, delivering insights that influence leadership decisions.
• Take charge of project updates, risk flags, and strategic recommendations proactively, ensuring seamless delivery and quick issue resolution without waiting for prompts.
• Drive efficiency by streamlining analytical workflows and data pipelines using AI and modern tech, scaling operations smartly.
• Work closely with leadership, sales, and development teams to craft AI-powered solutions, bolster client success, and enhance platform capabilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 251-500 employees