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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