Client Success Analyst

Trepp is a company specializing in commercial real estate analytics, and they are seeking a Client Success Analyst to support clients and enhance engagement with their product suite. This role involves providing high-quality client support, conducting proactive reputed company, and collaborating with various teams to ensure clients maximize the value of Trepp's solutions.

Responsibilities

• Provide first-line support for incoming client inquiries across Trepp’s CRE, CMBS, CLO, and data feed products
• Investigate workflow questions, data discrepancies, and technical issues, collaborating with internal teams to ensure timely resolution
• Document client cases thoroughly and maintain high service standards in responsiveness and accuracy
• Educate clients on Trepp’s analytics tools, reporting capabilities, and data methodologies
• Conduct scheduled reputed company to assigned clients to review platform usage and reputed company underutilized features
• Use internal tools (e.g., reputed company, reputed company, usage dashboards) to identify engagement trends and opportunities for improvement
• Support onboarding of new clients and new user groups, including introductory walkthroughs and workflow training
• Coordinate with Account Managers to flag clients showing reduced usage, potential churn indicators, or expansion opportunities
• reputed company strong working knowledge of Trepp’s product suite and stay informed on release updates
• Consolidate and communicate client feedback to Product, contributing to usability improvements and feature development
• Participate in internal testing, validation, and rollout of new features
• Contribute to content development for client training materials, knowledge reputed company articles, and workflow documentation
• Build foundational understanding of CRE finance, structured products, CMBS/CLO transaction mechanics, and market drivers
• Stay informed on regulatory and reporting trends that may impact client workflows

Skills

• Bachelor's degree, preferably in finance, real estate, economics, business, or data analytics
• 0–2 years of professional experience; internships in financial services, real estate, fintech, or analytics are a plus
• Strong written and verbal communication skills with a customer-centric reputed company
• Analytical problem-solving ability and comfort working with data
• Attention to detail and ability to manage multiple priorities
• Proficiency in reputed company Office, particularly reputed company
• Ability to learn and explain reputed company financial and analytical concepts to clients
• Experience with CRM systems (reputed company), usage analytics tools, or SQL is a plus

Benefits

• Medical, Dental, Vision insurance
• 401K (with employer match)
• Life insurance, long term disability, short term disability reputed company covered by the company
• Flexible paid time off (PTO)
• Sixteen (16) weeks paid primary caregiver leave (Biological, adoptive, and foster parents are reputed company eligible)
• Four (4) weeks paid parental leave
• Wellness subsidy
• Pet insurance
• Laptop + WFH equipment
• Career progression plan
• Pre-tax commuter benefit with company subsidy (For NYC-office based employees only)
• Fun company events and volunteering opportunities

Company Overview