Customer Success Analyst

Reposted 9 Days Ago
Be an Early Applicant
Providence, RI
In-Office
60K-80K Annually
Junior
Fintech • Software
Atominvest provides modern technology for the asset management / private equity industry.
The Role
The Customer Success Analyst will implement customer requirements, manage onboarding, drive time to value, support client issues, and assist with QA testing.
Summary Generated by Built In

Who is Atominvest

Our software powers the world’s leading investment firms (across private equity, VC, infrastructure, credit etc.) enabling them to efficiently manage and drive value across their core business functions of investing, fundraising, operations and sustainability.

At Atominvest, you’ll be working on something very exciting: the future of work, investments and sustainability/ ethical investing for the world’s best investors, and delivering a positive impact through this. Based on the growth we are experiencing, we think we’re on to something big.

It won’t be easy. Joining a scale up business is an amazing and rewarding challenge, pushing well beyond the boundaries of natural growth cycles. You’ll move quicker than feels comfortable, and be brilliant at continually re-prioritizing what must get done to keep Atominvest growing year over year at the pace of the best SAAS companies on the planet.

We’ve gone from zero to ten, now we’re looking to go from ten to one hundred!

What the job involves:

  • Implement customer requirements, datasets and workflows into Atominvest

  • Work alongside Customer Success Managers to onboard customers onto the platform

  • Drive down time to value by ensuring a smooth transition to ongoing customer lifecycle management

  • Liaise with Product and Engineering to complete extensive QA testing for new product features and bug fixes

  • Field support tickets, ensuring customers are kept up to date on progress toward resolution

  • Maintain technical documentation and internal knowledge base

Requirements:

  • Bachelor's Degree (or higher) from top-tier university

  • Proven interest in private markets

  • 1-2 years experience in consulting, investment banking, private equity or fund administration a plus

  • Excellent verbal and written communication skills

  • Strong analytical skills and attention to detail

  • High degree of proficiency in MS Excel

  • Comfortable with working with large amount of data

  • Ability to prioritise tasks, regularly communicate progress and meet established deadlines

  • Team player, keen to learn and share ideas

The process:

  • Stage 1: Meeting with a member of our Customer Success Team to discuss your motivations, background and dig deeper into your CV, as well as talk about our story and where we’re heading

  • Stage 2: Complete a short case study

  • Stage 3: Discuss case study with our Head of Customer Success

  • Stage 3: Final round discussion with our Chief Commercial Officer

  • Stage 4: Join Atominvest!

What we offer

  • Competitive compensation (fixed base salary + performance incentives)

  • 20 days of holiday per year + bank holidays + a week off for Christmas

  • Hybrid working style (a minimum of 3 days in our central London office is required)

  • Cycle2Work scheme

  • Employee Assistance Programme (EAP) to support employee wellness

  • A culture of trust, ownership, responsibility and autonomy in your work

  • An incredible team of smart and mission-driven people to work with

  • Fun working atmosphere

  • Significant growth opportunities

  • Company-wide socials and events

Top Skills

Excel
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The Company
HQ: London
50 Employees
Year Founded: 2017

What We Do

We provide next generation technology systems for asset managers.

From managing your investor relationships to monitoring your portfolio & fund administration at scale, Atominvest’s modern software can be used to streamline your firm's asset management operations and workflows.

Our software provides functionality and workflows to the world's leading private markets / asset management firms and their service providers across the following areas:

INVESTOR MANAGEMENT: A unified investor experience and portal to streamline all investor interactions across fundraising, onboarding & subscriptions and reporting.
- Fundraising: market funds through datarooms
- Onboarding & E-Subscriptions: simplify investor subscriptions, KYC/ AML and tax document completion
- Investor Portal / Reporting: securely share reporting documents & data with investors
- Investor Lifecycle Management: efficient and scalable investor servicing workflows, information & change requests, contract execution and query management

PORTFOLIO MANAGEMENT: Centralize data management and tracking across funds & portfolio companies. Flexible data ingestion and automated workflows for efficient metric collection along with performance analysis & reporting capabilities.
- Portfolio monitoring: collect and track key metrics from your investments and monitor your portfolio via customised, dynamic dashboard views
- ESG / Impact portfolio tracking and workflows: send ESG questionnaires, track metrics (vs. global standards) and easily report on ESG to investors

FUND ACCOUNTING & ADMIN: Powerful fund administration and reporting engine to track fund, asset and investor-specific data and workflows for reporting, notice creation (capital calls, distributions) and investor record management.

Our software works across all fund types including:
- Private Funds (Private Equity, Credit, Growth Equity, Venture Capital, and Real Assets)
- Traditional Open-Ended Funds & Hedge Funds

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