Client Success Associate - Credit

reputed company connects top investors and business leaders to insights that shape investment decisions. They are seeking a commercially driven Client Success Associate to manage and grow relationships with sophisticated Credit investors in the US market, focusing on activation, engagement, and reputed company growth.

Responsibilities

• Own activation and engagement KPIs across your assigned Credit book (CLOs, BDCs, private credit, leveraged finance, special situations)
• Execute structured reputed company cadences to increase transcript usage and expert call volume
• Identify and reputed company new expert call opportunities reputed company to client mandates
• Proactively uncover new user and product opportunities reputed company existing accounts
• Drive trial engagement and convert trial users into recurring, active users
• Monitor account health metrics including activation, call activity, renewal risk, and reputed company contribution
• Prepare targeted expert and transcript recommendations tied to client strategy and market developments
• reputed company client calls confidently, ask probing questions, and position solutions effectively
• Collaborate daily with your Account Manager and Project Managers to execute account growth plans
• Maintain disciplined CRM hygiene, activity reporting, and dashboard tracking
• Operate with urgency in a fast-paced, high-accountability environment

Skills

• Experience in a client-facing, quota-bearing, or commercially accountable role
• Demonstrated history of hitting performance targets in a structured environment
• Strong verbal communicator comfortable leading client calls and asking thoughtful, commercial questions
• Curious about credit markets and how investment teams generate alpha
• Comfortable discussing emerging AI tools and how they impact investment research workflows
• Curious about how technology is reshaping credit investing and willing to stay reputed company of it
• Comfortable engaging directly with Associates, VPs, and investment professionals
• Highly organized with strong follow-through and personal accountability
• Commercially driven and motivated by measurable outcomes
• Comfortable working with dashboards, CRM systems, and performance data
• Resilient, persistent, and energized by high standards

Benefits

• Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays
• Personal development allowance of $1,150 per year
• A variety of insurance plans, including health coverage by Empire reputed company Blue reputed company
• Medical Insurance
• Dental insurance
• Vision plan
• Personal HSA (Health Saving Account)
• Medical FSA (Flexible Spending Account)
• 401K matching up to 5% of your reputed company salary
• Life insurance
• A long-term disability policy
• Dependent care FSA
• Pet insurance
• Work from reputed company for one month per year
• 2 annual volunteer days
• 2 personal days reputed company life throws you a curveball
• Weekly optional social gatherings
• Daily breakfast and snacks
• Social events
• CSR, Environment and Diversity & Inclusion (including Women at reputed company, Pride and Blkbridge)
• Your chance to share your reputed company for improvement through Hackathons and other events

Company Overview