Intapp
Client Success Analyst Intern
5 days agoWhat's your preference?
Job Description
- Req#: R2024564
Employer Industry: Financial Technology
Why consider this job opportunity:
- Opportunity to work with a knowledgeable and supportive team in the financial technology sector
- Gain valuable client-facing skills and experience in customer success metrics
- Hybrid work model with in-office experience at least 3 days a week
- Professional growth and development supported through mentorship and engaging events
- Exposure to the financial services industry and agile technology organization
What to Expect (Job Responsibilities):
- Assist the Client Success team with client inquiries regarding training, platform configuration, and new processes
- Analyze success metrics to determine adoption trends and collaborate with Client Success Managers to improve client adoption
- Participate in calls with clients to address their needs and concerns
- Work on small projects related to data cleanup, reporting, and documenting how-to knowledge articles
- Hone organizational skills and learn prioritization techniques to manage client relationships effectively
What is Required (Qualifications):
- Some working knowledge of Excel (V Look Up, Pivot Tables, Calculations, and Formulas) and competency with Windows OS and Microsoft Office suite
- Excellent written and verbal communication skills with the ability to work effectively with clients
- Strong analytical and problem-solving abilities
- Self-motivated with a strong work ethic
- Excellent organizational skills and effective planning capabilities
- Currently in the 3rd year of an undergraduate degree in Business or related fields
How to Stand Out (Preferred Qualifications):
- Knowledge or experience with SaaS (cloud-based) software deployment
- Interest or experience in the Financial Services Industry
#FinancialTechnology #ClientSuccess #InternshipOpportunity #ProfessionalDevelopment #HybridWork
"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."About the company
Intapp powers connected firm management for private equity, investment banking, legal, accounting, and consulting. Our end-to-end, cloud-based, AI-infused connected firm management software unlocks your collective knowledge from first touch to final ou...
Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.
Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.