Jobs and Careers

Client Success Analyst - SaaS Fintech B2B financial services

United States, United Statesfull_timeVerifiedPosted 7 Nov 2025

About the role

Client Success Analyst (Sales-Oriented) About Us The RiskSpan Edge Platform is a suite of SaaS products that integrate data, predictive modeling, scenario analytics and BI for data visualization. The platform supports a range of products including residential mortgage loans and MSRs, MBS, public and private asset backed finance (or “ABF”), and derivatives. Our scalable, cloud-native platform enables users to make better business decisions based on uncommon insights into historical trends and advanced predictive forecasts. The RiskSpan suite of Solutions supports originators, servicers, mortgage REITs, banks, asset managers, insurance companies and other holders of public and private ABF including mortgage loans and MSRs. Our solution suite serves portfolio managers, traders, risk managers as well as data managers and analysts across these institution types. About the Role We are seeking a motivated and detail-oriented Client Success Analyst with strong sales orientation to join our growing team. This is an ideal opportunity for someone early in their career who enjoys working directly with clients, supporting sales and renewal efforts, and helping drive operational excellence through data, communication, and feedback. In this role, you’ll support senior client success professionals by managing client relationships, preparing insights and materials that demonstrate the value of our solutions, and gathering client feedback to inform product improvements. Over time, you’ll develop the technical and business acumen to engage clients more strategically and help close new business opportunities. Key Responsibilities Client Success & Relationship Management

Serve as the primary point of contact for assigned clients.
Build and maintain strong relationships, ensuring high levels of satisfaction and engagement.
Understand each client’s business objectives, challenges, and success metrics to deliver maximum value.
Ensure clients receive prompt support for client inquiries and professional communication.
Support colleagues with onboarding, reporting, and account coordination activities.
Develop a solid understanding of client business needs, usage patterns, and success metrics.
Monitor client health indicators and flag risks or opportunities for improvement.

Sales Enablement & Growth Support

Ensure client engagement is occurring and on-track according to targeted engagement levels.
Ensure clients receive RiskSpan content including research, product updates and relevant invites to client events.
Assist in identifying and qualifying upsell and cross-sell opportunities within existing accounts.
Prepare renewal documentation, client performance summaries, and presentation materials for sales meetings.
Collaborate with the Sales and Marketing teams to maintain accurate client data in CRM systems and support proposal development.