Customer Success Analyst (New York)

Atominvest Software
New York, NY

About the Role

 

The Customer Success Analyst is a critical team member who will be responsible for delivering efficient implementations and providing ongoing technical support to our existing customers. This is a great opportunity to develop deep product and industry knowledge.

 

 

The role is highly analytical and cross-functional; you’ll be collaborating closely with Product and Commercial teams to create the best-in-class customer experience for the world’s leading private equity, venture capital, and alternative investment firms. We know that you can achieve great things early in your career, so we take a meritocratic approach to progression.

 

About Atominvest

Atominvest was founded to revolutionize the world of alternative investment technology by providing cutting-edge software to fund managers, investors and intermediaries across private equity, credit, venture capital, real estate and hedge funds.

Led by a team with experience in the private equity, VC and asset management industry, the company provides a single, unified tech stack to enable the world’s top alternative investment managers to efficiently manage their business across all core functions of investing, fundraising and operations. Atominvest currently serves some of the leading investors in the world with over >$1trn in assets on the system and 70,000+ users globally.

What the job involves

  • Implement customer requirements, datasets and workflows into Atominvest
  • Work alongside Customer Success Managers to onboard customers onto the platform
  • Drive down time to value by ensuring a smooth transition to ongoing customer lifecycle management
  • Liaise with Product and Engineering to complete extensive QA testing for new product features and bug fixes
  • Field support tickets, ensuring customers are kept up to date on progress toward resolution
  • Maintain technical documentation and internal knowledge base

Requirements

  • Bachelor's Degree (or higher) from top-tier university
  • Proven interest in private markets
  • 1-2 years experience in consulting, investment banking, private equity or fund administration a plus
  • Excellent verbal and written communication skills
  • Strong analytical skills and attention to detail
  • High degree of proficiency in MS Excel
  • Comfortable with working with large amount of data
  • Ability to prioritise tasks, regularly communicate progress and meet established deadlines
  • Team player, keen to learn and share ideas

 

The process

  • Stage 1: Meeting with a member of our Customer Success Team to discuss your motivations, background and dig deeper into your CV, as well as talk about our story and where we’re heading
  • Stage 2: Complete a short case study and discuss it with members of the Customer Success Team
  • Stage 3: Final round discussion with our Chief Commercial Officer
  • Stage 4: Join Atominvest!

 

Posted 2025-09-22

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