Banker Success Analyst at Houlihan Lokey in New York, NY

Summary: Houlihan Lokey, Inc. is a leading global investment bank recognized for delivering independent strategic and financial advice. The Banker Success Analyst is responsible for building strong relationships with bankers, providing technical and product expertise to ensure maximum value from HL OS. Responsibilities: - Strategic Account Management: Develop and maintain long-term relationships with users, understanding their business goals to create and execute success plans that drive value - Technical Onboarding & Implementation: Lead the onboarding process, from initial implementation and configuration to training end-users, ensuring a smooth and successful deployment - Product Expertise & Adoption: Serve as a subject matter expert on the platform's features, integrations, and best practices. Proactively monitor customer usage to provide guidance that drives deeper product adoption - Proactive Engagement & Value Realization: Conduct regular business reviews, share best practices, and align on future goals. Proactively identify and mitigate any risks to customer satisfaction and retention - Customer Advocacy & Feedback: Be the voice of the customer internally. Gather, synthesize, and relay customer feedback to the Product and Engineering teams to help shape the product roadmap and improve the customer experience - Data Operations Support: Provide day to day support for the data operations team to clean and maintain company records Required Qualifications: - 1-3 years of industry experience, with a preference towards customer success roles - A strong interest in operations, investment banking, accounting, or consulting experience Preferred Qualifications: - Strong financial and computer (Excel, Word, and PowerPoint) skills - Demonstrated ability to work cooperatively with all levels of staff - Strong analytical capabilities and excellent verbal and written communication skills Required Skills: Customer Success, Technical Onboarding, Data Operations Support Important Skills: Financial Skills, Analytical Capabilities Nice-to-Have Skills: Cooperative Work, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Verbal Communication, Written Communication Benefits: Competitive benefits package