Banker Success Partner - Strategic Adoption & Onboarding

Houlihan Lokey, Inc; City of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A global investment bank is seeking a Banker Success Analyst to enhance relationships with bankers and support product adoption. The ideal candidate will have 1-3 years of experience, preferably in customer success, with strong analytical and financial skills. The role also involves onboarding and training users while providing technical expertise to maximize the value of the platform. This is a full-time position located in the UK, offering a collaborative atmosphere and growth opportunities.

Qualifications

• 1-3 years of experience, preferably in customer success roles.
• Interest in operations, investment banking, accounting, or consulting.
• Strong analytical capabilities, verbal and written communication skills.

Responsibilities

• Develop and maintain relationships with users, understanding their goals.
• Lead onboarding process and train end-users for successful deployment.
• Monitor customer usage to drive product adoption.
• Conduct business reviews to align on future goals.
• Gather and relay customer feedback to improve experiences.
• Support data operations for record maintenance.

Skills

Customer success expertise

Strong financial skills

Analytical capabilities

Excellent communication skills

Team collaboration

Tools

Excel

Word

PowerPoint

Job description

A global investment bank is seeking a Banker Success Analyst to enhance relationships with bankers and support product adoption. The ideal candidate will have 1-3 years of experience, preferably in customer success, with strong analytical and financial skills. The role also involves onboarding and training users while providing technical expertise to maximize the value of the platform. This is a full-time position located in the UK, offering a collaborative atmosphere and growth opportunities.