Client Engagement Associate

Job Description

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%).

• 2–4 years of experience in client engagement, customer success,