Professional Services Analyst – remote

Summary

Our Professional Services team provide informed decision making to our clients and work at a high level of client project delivery. This is an opportunity for high caliber individuals, you will support the delivery of professional services to retained investment banking corporate clients, UK, US & Europe. The position will involve and have responsibility for client interaction and project delivery, reporting to the Project Lead.  

Responsibilities include:

• Lead end-to-end client onboarding, ensuring successful implementation, training, and service adoption. 
• Built strong, long-term relationships with customers by ensuring a comprehensive understanding of their business goals and aligning service solutions specifically to their needs. 
• Monitor customer health metrics, usage patterns, and feedback to proactively identify risks and opportunities. 
• Conducted regular check-ins, QBRs (Quarterly Business Reviews), and strategic sessions to drive value realization. 
• Assist with report generation, buyer or acquisition target research and project focused campaign execution. 
• Collaborate with Sales, Product, and Support teams to resolve issues, improve customer experience, and support renewals. 
• Drive retention by anticipating challenges, reducing churn, and increasing customer satisfaction. 
• Identify and support upsell and expansion opportunities in partnership with the Sales team. 
• Document customer processes, create success plans, and maintain accurate CRM records. 
• Research industry sectors, profile buyer and target corporates. 
• Assist Project Leads in end-to-end M&A assignments / project management 
• Assisting in the development of client / marketing materials including presentations and other business-related materials 
• Support Senior Leads in strengthening client / partner relationships and ongoing projects

Qualifications and skills: 

• Business management degree or equivalent 
• 2-3 years of relevant corporate experience  
• Excellent Project management skills. 
• Superior analytical and research skills 
• Excellent verbal and written communication skills (English) 
• Ability to deliver in a deadline-oriented environment. 
• Detail oriented and able to multi-task 
• Exceptional work ethic and integrity 
• Demonstrate the ability to provide insights and add value to clients. 
• Fluent in German, Spanish or French an advantage.

Disclaimer: 

• Only applications submitted with a cover letter demonstrating relevant and applicable experience will be considered.  

• Due to the volume of applications received there may be a delay in receiving a response.