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Banker Success Analyst
junior · Investment Banking
Business Unit:
Data Strategy GroupIndustry:
No Industry

Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Scope
The Banker Success Analyst is a trusted advisor to our bankers, responsible for building strong relationships while providing deep technical and product expertise. This role is a blend of strategic guidance and hands-on technical partnership, designed to ensure users / bankers achieve maximum value from HL OS. You will be the primary advocate for your assigned users, collaborating closely with Product, Engineering, and IT to drive adoption, retention, and growth.
Responsibilities
- Strategic Account Management: Develop and maintain long-term relationships with users, understanding their business goals to create and execute success plans that drive value.
- Technical Onboarding & Implementation: Lead the onboarding process, from initial implementation and configuration to training end-users, ensuring a smooth and successful deployment.
- Product Expertise & Adoption: Serve as a subject matter expert on the platform's features, integrations, and best practices. Proactively monitor customer usage to provide guidance that drives deeper product adoption.
- Proactive Engagement & Value Realization: Conduct regular business reviews, share best practices, and align on future goals. Proactively identify and mitigate any risks to customer satisfaction and retention.
- Customer Advocacy & Feedback: Be the voice of the customer internally. Gather, synthesize, and relay customer feedback to the Product and Engineering teams to help shape the product roadmap and improve the customer experience.
- Data Operations Support: Provide day to day support for the data operations team to clean and maintain company records.
Basic Qualifications
- 1-3 years of industry experience, with a preference towards customer success roles.
- A strong interest in operations, investment banking, accounting, or consulting experience is preferred.
Preferred Qualifications
- Strong financial and computer (Excel, Word, and PowerPoint) skills.
- Demonstrated ability to work cooperatively with all levels of staff.
- Strong analytical capabilities and excellent verbal and written communication skills.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.


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