Client Services Representative - Ansarada

Posted 2 Days Ago
Be an Early Applicant
Chicago, IL, USA
In-Office
52K-85K Annually
Mid level
Software
We empower dealmakers around the world with the tools they need to succeed across the entire M&A journey.
The Role
The Client Services Representative will enhance customer experiences, manage technical inquiries, onboard users, provide feedback, and collaborate across teams while leveraging AI technology.
Summary Generated by Built In

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing

and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

 

Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.

 

Get started now, we look forward to meeting you..

Job Description:

Who’s Ansarada for Datasite?

Join the team designing the future of dealmaking.

Ansarada for Datasite is the secure dealmaking infrastructure company. We help companies, governments, and their advisors protect what matters and realise their potential when it counts. From M&A and capital raising to restructures, audit, and infrastructure procurement, we provide the system of record that keeps critical information secure and processes under control.

Founded in Sydney in 2005, Ansarada is trusted across 170 countries and has supported more than 55,000 transactions, bringing together data, workflow, and security by design so teams can move with clarity and confidence when the stakes are high.

Great Place to Work certified for 16 years running. Recognised as one of Australia’s Best Places to Work for Women and in Technology. Teams across Sydney, Ho Chi Minh, Chicago, Amsterdam, and London.

What we’re looking forExperience

Proven experience in a customer-facing or client services role, ideally in a tech or SaaS environment. Comfortable navigating digital platforms and tools including MS Suite, Slack, Teams, Jira, CRMs, and Mac. Adaptable and quick to learn in a fast-moving product environment. Available to work a roster of shifts between 9:00 am and 7:00 pm Mon–Fri, with rotating weekend shifts.

AI fluency:
  • You use LLMs (ChatGPT, Claude, Gemini) daily — To support how you champion our customers’ experience, drafting feedback, responses and raising gaps for further efficiencies.
  • You know where AI makes you sharper — and where your empathy, instincts, and human touch still win.
  • You share what works and you’re always looking for what’s next.
Mindset:
  • Customer-obsessed — every interaction is an opportunity to make a meaningful impact.
  • Curious and solutions-oriented — you view obstacles as opportunities to innovate and improve.
  • AI-curious by default — always looking for a faster, smarter way to serve customers.
  • Strong communicator — clear, empathetic, and confident across written and verbal channels.

  • Fast learner who shares the wins (and the lessons).

Success in this role looks like:
  • Resolution → customer issues resolved faster and with fewer escalations.
  • Adoption → customers onboarded and actively getting value from the platform.
  • Expansion → upsell opportunities identified and converted through proactive engagement.
  • Insight → structured, pattern-backed feedback reaching Product and Sales.
What you’ll doDeliver exceptional customer experiences:
  • Elevate service standards in every interaction - walk into any conversation with the knowledge and context to support our customers.
  • Proactively address technical inquiries and challenges, serving as a trusted advisor on Ansarada’s suite of products
  • Communicate with clarity and empathy, building rapport and trust through active listening and genuine care.
Enable and empower customers:
  • Onboard and educate new users through personalised guidance and training on the Ansarada platform.
  • Identify opportunities for customer expansion and upsell — with AI surfacing the right signals at the right time.
  • Spot and share remarkable customer stories that celebrate success across the broader business.
Connect the dots across the business:
  • Provide closed-loop feedback between Product, Sales, and Marketing - with LLMs helping you summarise themes and surface patterns from customer conversations.
  • Collaborate cross-functionally to drive continuous improvement in customer experience and platform value.
  • Share what’s working — your AI workflows, your resolution playbooks, your onboarding wins.
How AI changes this role

We’re not looking for someone who’s planning to try AI one day. We’re hiring someone who makes complex issues simple, who can serve as an escalation point alongside Ai. Somebody who wants to keep building that edge in a role where every interaction counts.

This is a client services role at the heart of the customer experience — supporting users through onboarding, complex queries, and day-to-day platform use across the Americas. You’ll be the expert customers turn to when the stakes are high, and alongside AI you’ll show up better prepared, every time.

You don’t just resolve issues. You prevent them.

Client Services used to be about manually supporting customers with time consuming tasks or fixing all the problems small or large, complex or simple. In this team, AI handles that layer — so you spend your time on the conversations, relationships, and proactive moments that actually drive customer success.

Customer prep: walk into every interaction already informed

Before every customer interaction, Ai Annie our friendly CS agent, has already got an understanding of the issue, highlighted simple solutions and can escalate to you with all of the necessary information.  

Issue resolution: faster answers, fewer escalations

Use AI to quickly surface relevant product knowledge, draft clear and accurate responses, and identify the fastest path to resolution — so customers spend less time waiting and more time succeeding.

Onboarding and training: personalised guidance at scale

With Ai acting as our reactive agent, your time is freed up to provide tailored onboarding, with a consultative approach - not just showing the features but influencing customers to get the most value from our features.

Feedback synthesis: turn conversations into product insight

LLMs help you synthesise themes across customer conversations and support tickets — so the feedback you share with Product and Sales is clear, structured, and backed by patterns, not anecdotes.

Learn more:

  • Virtual office tour + meet the team: https://team.ansarada.com/
  • Great Place to Work: https://greatplacetowork.com.au/certified-companies/
  • Women of Ansarada: https://www.youtube.com/watch?v=Vv2QPPxu57c

The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.

$51,600.00 - $85,300.00

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.

Skills Required

  • Proven experience in a customer-facing or client services role
  • Experience in a tech or SaaS environment
  • Comfortable navigating digital platforms and tools
  • Available for a roster of shifts between 9:00 am and 7:00 pm Mon-Fri
  • AI fluency

DataSite Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about DataSite and has not been reviewed or approved by DataSite.

  • Healthcare Strength Health coverage is described as comprehensive, including medical, dental, vision, mental‑health resources, and an employee assistance program. Feedback suggests these offerings align with mainstream expectations for mid‑size SaaS employers.
  • Retirement Support A 401(k) with employer match is consistently referenced, with some mentions of immediate vesting. Feedback suggests the retirement program is competitive relative to common market practices.
  • Leave & Time Off Breadth Paid time off is characterized as meaningful, including paid holidays, sick time, and generous PTO ranges, with certain business units citing unlimited PTO and notable parental leave. Feedback suggests time off is a valued and frequently cited strength.

DataSite Insights

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The Company
HQ: Minneapolis, CA
821 Employees
Year Founded: 1968

What We Do

Datasite the maker of Datasite Diligence virtual data room platform, helping dealmakers around the world close more deals faster.

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