DiligenceVault

A digital fund due diligence ecosystem

Technical Client Success Associate

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

Illinois + 7 moreAll locations: Illinois, Iowa, North Dakota, Ohio, Michigan, Minnesota, South Dakota, Wisconsin

Posted

60 days ago

Salary

Not specified

Bachelor Degree5 yrs expEnglishSQL

Job Description

• Lead implementations for new institutional clients and tailor configurations to complex diligence use cases • Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes • Become a subject-matter expert on DiligenceVault capabilities including RFP, DDQ, and workflow automation • Advise clients on API integrations and data connectivity • Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities • Translate client feedback into actionable insights for our Product and Engineering teams • Deliver webinars, training, and best-practice sessions to promote adoption and community engagement

Job Requirements

  • 5+ years in Customer/Client Success within FinTech or B2B SaaS
  • Strong familiarity with investment management (Asset Owners, Hedge Funds, Private Equity, Consultants strongly preferred)
  • Solid understanding of API integrations
  • SQL experience strongly preferred (for querying, reporting, and troubleshooting)
  • Comfortable engaging senior stakeholders including COOs, CCOs, and Portfolio Managers
  • Ability to diagnose issues, analyze workflows, and drive solutions
  • Bachelor’s degree in technology, or related field

Benefits

  • Remote-first environment focused on Midwest/Central Time Zone
  • Medical, Dental, and Vision coverage via Justworks/One Medical
  • 401(k) plan and performance-based incentives
  • Generous PTO plus sick leave and paid holidays
  • Purpose & impact: Employee donation matching and mission-driven culture

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