Client Engagement Associate

Salary :

$85,000 - 105,000 yearly

Company : Valitana

Job Type : Full Time

Stamford, Ct

Number of Applicants

000+

Apply Now

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications

Activate JobCopilot

Job Description - Client Engagement Associate

About Valitana

Valitana is a rapidly growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms have advanced financial analysis, trade flow, and portfolio management tools. Valitana provides robust, intuitive solutions allowing our clients to make informed decisions by improving their operational workflows.

With over 500+ active users, our institutional clients include CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Valitana was Ranked #1 in the "Best CLO Analytics Service", "Best Secondary CLO Platform", and "Best CLO Portfolio Management Service" in the Creditflux CLO Census for 2023.

Position Overview

Valitana is seeking a Client Engagement Associate to build and maintain strong relationships with our clients, ensuring they continuously derive value from Valitana's platforms. This role is ideal for a detail-oriented, client-focused professional with excellent communication skills who is eager to work at the intersection of financial technology and customer success.

The individual in this role will develop a deep familiarity with Valitana's platforms and engage with current and prospective clients on their usage of Valitana products. They will serve as a key point of contact for clients, gathering and analyzing feedback, driving retention, and identifying opportunities to expand platform adoption. This is a high-visibility role with direct impact on client satisfaction and revenue growth.

Responsibilities

Build and maintain strong, long-term relationships with clients across Valitana's platform user base.
Communicate with all clients on a recurring basis to assess satisfaction, gather feedback, and ensure continued platform engagement.
Drive client retention efforts, track NPS scores, and identify upselling and cross-selling opportunities for existing clients.
Analyze client feedback to surface trends and develop actionable recommendations for improving the client experience.
Guide Valitana users through best practices and platform features to help them better leverage Valitana's offerings.
Collaborate with internal product and engineering teams to relay client needs and advocate for product improvements.
Maintain accurate and up-to-date records of client interactions, feedback, and engagement status.
Support travel to client meetings or work-related events as needed (up to 10%).

Qualifications

2–4 years of experience in client engagement, customer success, account management, or a related field.
Bachelor's degree in Finance, Business, Communications, or a related field.
Strong organizational skills with a keen attention to detail and the ability to manage multiple client relationships simultaneously.
Excellent written and verbal communication skills, with the ability to engage professionally with institutional clients.
Demonstrated ability to analyze data and translate customer feedback into meaningful insights.
Ability to quickly understand and articulate new financial and technical concepts.
Proficiency in Microsoft Excel at an intermediate level (e.g., VLOOKUP, XLOOKUP).
Preferred: general familiarity with financial concepts across multiple asset classes.
Preferred: experience working within a SaaS environment.
Preferred: proficiency in Salesforce or similar CRM platforms.

What We Offer

Base salary range for this role is $85,000–$105,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, and telemedicine, and PTO.

Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday.

Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Original job Client Engagement Associate posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Apply Now

Auto-Apply to Similar Jobs

Share Job

Get your Resume Reviewed for Free

Automate Job Applications for Similar Jobs

Auto-Apply to Client Engagement Associate Jobs with your AI JobCopilot

Auto-Apply with AI

Similar Client Engagement Associate Jobs in the US

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Client Engagement Associate

Job Description - Client Engagement Associate

Similar Client Engagement Associate Jobs in the US

Mobile Apps