Client Success Associate Credit
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
Were looking for a commercially driven Client Success Associate who wants to raise the bar.
You will manage and grow relationships with some of the most sophisticated Credit investors in the US market. This is not a passive support role. You will be expected to proactively activate users drive expert call engagement and contribute directly to revenue growth within your assigned book.
Youll work alongside Account Managers but you will own activation engagement and pipeline momentum. If you want exposure to how Credit funds actually deploy capital and youre motivated by measurable impact this role offers real responsibility from day one.
What youll do:
- Own activation and engagement KPIs across your assigned Credit book (CLOs BDCs private credit leveraged finance special situations)
- Execute structured outreach cadences to increase transcript usage and expert call volume
- Identify and source new expert call opportunities aligned to client mandates
- Proactively uncover new user and product opportunities within existing accounts
- Drive trial engagement and convert trial users into recurring active users
- Monitor account health metrics including activation call activity renewal risk and revenue contribution
- Prepare targeted expert and transcript recommendations tied to client strategy and market developments
- Lead client calls confidently ask probing questions and position solutions effectively
- Collaborate daily with your Account Manager and Project Managers to execute account growth plans
- Maintain disciplined CRM hygiene activity reporting and dashboard tracking
- Operate with urgency in a fast-paced high-accountability environment
Qualifications :
What will you bring
- Experience in a client-facing quota-bearing or commercially accountable role
- Demonstrated history of hitting performance targets in a structured environment
- Strong verbal communicator comfortable leading client calls and asking thoughtful commercial questions
- Curious about credit markets and how investment teams generate alpha
- Comfortable discussing emerging AI tools and how they impact investment research workflows
- Curious about how technology is reshaping credit investing and willing to stay ahead of it
- Comfortable engaging directly with Associates VPs and investment professionals
- Highly organized with strong follow-through and personal accountability
- Commercially driven and motivated by measurable outcomes
- Comfortable working with dashboards CRM systems and performance data
- Resilient persistent and energized by high standards
Additional Information :
How will you be rewarded
We truly care about our people so in return for your work youll get:
- Base Salary: $70000 to $80000 OTE
- Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays
- Learning: personal development allowance of $1150 per year.
- Health and wellbeing: a variety of insurance plans including health coverage by Empire Blue Cross Blue Shield.
- Medical Insurance Dental insurance and Vision plan plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health.
- Future and family: 401K matching up to 5% of your base salary life insurance a long-term disability policy dependent care FSA and pet insurance.
- Flexibility: work from anywhere for one month per year 2 annual volunteer days and 2 personal days when life throws you a curveball
- Social: weekly optional social gatherings daily breakfast and snacks social events - ESG: CSR Environment and Diversity & Inclusion (including Women at Third Bridge Pride and Blkbridge)
- Frontline Innovation: your chance to share your ideas for improvement through Hackathons and other events
The successful candidate must by the start of employment have permission to work in the country in which they are applying.
We know that to be truly innovative we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role please apply anyway and we will be happy to consider your application.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is ... View more
