DiligenceVault · 1 week ago
Client Success Associate - Midwest,United States
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $105K/yr
5+ years expDiligenceVault is a market-leading technology platform that streamlines due diligence processes for the investment industry. The Client Success Associate will act as a strategic partner to North American clients, driving adoption and ensuring clients realize value from the platform through various responsibilities including onboarding, account health monitoring, and client education.
AnalyticsFinancial ServicesFinTechHedge FundsSoftwareVenture Capital
Responsibilities
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
Qualification
Required
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
Education: Bachelor's degree in technology, or related field
Comfortable engaging senior stakeholders including COOs, CCOs, and Portfolio Managers
Ability to diagnose issues, analyze workflows, and drive solutions
Preferred
SQL experience strongly preferred (for querying, reporting, and troubleshooting)
Benefits
Performance-based incentives & Equity options
Remote-first environment focused on Midwest/Central Time Zone
Medical, Dental, and Vision coverage via Justworks/One Medical
401(k) plan
Generous PTO plus sick leave and paid holidays
Purpose & impact: Employee donation matching and mission-driven culture
Rewards and Recognition Program
Company
DiligenceVault
DiligenceVault is a provider of mutualized data and tech platform for fund investing research.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$5.97MKey Investors
Goldman SachsFinTech Sandbox
2019-10-23Series A· $5.97M
2016-05-31Seed
2015-01-01Non Equity Assistance
Leadership Team
Monel Amin
Founder & CEO
Recent News
2025-07-23
Company data provided by crunchbase