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Client Success Analyst

Drawbridge

Drawbridge

IT, Customer Service
New York, NY, USA
Posted on Thursday, June 20, 2024
CLIENT SUCCESS ANALYST

Department: Client Service

Working at Drawbridge
At Drawbridge, we are committed to attracting and retaining the best individuals who enjoy working in a dynamic environment. You will be joining an agile company that will help you at every level of your career to identify and use your strengths to grow. This is an opportunity to work at a company that is open to new ideas as we build a dynamic and diverse environment for our employees. The work will be challenging and rewarding. You will gain hands on experience from a company that strives to see its employees succeed.

Working in Client Success
The Client Success team is a core group within Drawbridge. As an agile team, Client Success works to provide best in class service and support to our clients. As a Client Success Analyst, you will assist with maintaining relationships with clients, their IT resources, and associated third parties. You will work to gain an understanding of the Drawbridge business process, engagement deliverables and services, cybersecurity risk management, IT controls, and regulatory standards. You will gain valuable hands-on experience, working with many of the world’s most successful asset management firms.

The Client Success Analyst will report to the Client Success Product Manager. This entry level role is intended to provide the necessary building blocks and understanding of Drawbridge systems and processes to prepare for potential advancement and additional responsibilities.

Our Values
  • Innovative: New and unique approaches are encouraged and welcomed
  • Inclusive: Commitment to building a team with diverse backgrounds and viewpoints
  • Collaborative: Open and transparent communication and a team mentality
  • Supportive: Offering perks and benefits to support your happiness and well-being

In this role you will:
  • Partner with Client Success Program team members to ensure the timely completion and delivery of services.
  • Facilitate and participate in dialogue and consulting conversations with clients, IT providers and applicable third parties.
  • Conduct risk analysis, assessments, and security audits using internal and third-party tools.
  • Prepare detailed reports highlighting clients’ cybersecurity programs, their inherent risks, and proposed recommendations.
  • Monitor project statuses, update internal trackers, and provide status updates to clients
  • Coordinate with Client Success Team Members to support proactive check-ins with clients to ensure services and projects meet client expectations.
  • Follow up with clients and third parties to ensure requested documents and findings are addressed.

You Have
  • Bachelor’s Degree, preferably in General Business, Finance, Accounting, or Marketing.
  • 0-2 Years of Experience, preferably in a client/customer-facing role.
  • Familiarity with Microsoft Office products (Outlook, Word, Excel, PowerPoint)
  • Ability to effectively communicate with clients and maintain strong client relationships; comfortable with public speaking
  • Ability and willingness to take on projects outside of the regular scope of work
  • Solid team spirit, balanced by a healthy sense of autonomy
  • Excellent written and verbal communication skills
  • Exceptional time management skills and attention to detail

Nice if you have
  • Project management and/or account management experience
  • Experience with Ticketing and Tracking Systems (e.g., Salesforce, Jira, ConnectWise)
  • Knowledge of hedge fund, private equity, or venture capital operations/compliance
  • Basic knowledge of IT infrastructure, Cloud Technology, Business Continuity, Disaster Recovery, and/or Incident Response

We Offer
  • Competitive compensation package
  • Employer Retirement/401(k) plan with company contribution
  • Medical, Dental, Vision Coverage, Disability, and Life Insurance
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Generous Paid Time Off Policy
  • Healthy Work/Life Balance
  • Phone Reimbursement Perk
  • Exclusive Employee Discounts & Perks offered through ADP and insurance

About Drawbridge
Drawbridge is an award-winning, premier provider of cybersecurity software and advisory solutions to the asset management industry. Its proprietary platform helps firms exceed and manage their governance, risk, and compliance (GRC) requirements while combatting sophisticated cyber threats and third-party risks. Drawbridge’s platform connects business, compliance, and IT to empower firms to centralize and manage their most robust security programs, improve their risk profile, and raise institutional capital. With a tested team focused on delivering value to 900+ clients, Drawbridge offers unmatched customer service and flexibility to help businesses proactively manage vulnerabilities, plan for growth, and reduce complexity. At Drawbridge, we are committed to attracting and retaining the best individuals who enjoy working in a dynamic environment

Our Hiring Process
We want to hire the most qualified individuals. We’ve designed a multi-step selection process that may include interviews and assessments. We render decisions quickly and we’re eager to get to know you.


Affirmative Action and Equal Opportunity Employer
Drawbridge Partners, LLC is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, non-disqualifying physical or mental disability, protected veteran status, or any other legally protected characteristic, in accordance with applicable law. All employment is decided on the basis of qualifications, merit, and business needs.

If you enjoy a fast-paced work environment with opportunities for growth, development and success, then please send your CV and cover letter to LINK to be considered for this position. To learn more about Drawbridge then please visit us at www.drawbridgeco.com