Senior Client Success Analyst - Private Capital
McKinsey & Company
QUALIFICATIONSUndergraduate degree with an excellent academic record; MBA/graduate degree a plus5+ years of account management, client relationship management or pre-sales experience in a consultative product or services environment; prior consulting experience desirable but not requiredExperience with SaaS, CRM and/or digital products is required; experience in project management, program management or change management is desirableRelationship management skills; able to manage key stakeholders, both internally and with clientsStrong entrepreneurial drive and sense of ownership with a keen interest in proactively building McKinsey’s Wave solutionCommitment to delivering exceptional resultsA proactive desire to solve new problems and a coachable attitudeReadiness to experiment, radiate learnings, and build playbooks from such iteration to further scale impactClear oral and written communication skills to present complex value propositions to senior client executivesThe role may require up to 30% travel time during some seasons of the yearWHO YOU'LL WORK WITHDriving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else.When you join us, you will have:Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey.A voice that matters: From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions, all while upholding our unwavering commitment to ethics and integrity. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.World-class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well-being for you and your family.WHAT YOU'LL DOIn this role you will have a broad range of responsibilities, primarily focusing on leading post-sales engagement. This includes collaborating closely with McKinsey’s client development, operations, and advisory teams to ensure the successful delivery of our solutions and managing ongoing client activities.You will optimize onboarding processes, training, communications, and user adoption strategies, adapting to changing needs throughout the client lifecycle. Building and maintaining meaningful relationships with a portfolio of clients and internal teams is crucial to demonstrate the value of IDA’s offerings and a key part of your role, with the expectation to regularly share additional use cases, identify expansion opportunities, and drive product adoption and satisfaction.Your role also involves leading innovative efforts to broaden client impact and proactively deliver client engagement activities such as workshops, trainings, business reviews, and strategic outreach, particularly introducing new capabilities. You will address and lead the resolution of issues related to adoption, business operations, and client relationships, acting as a client advocate within the team and the broader firm.Furthermore, you will deliver thought leadership by staying abreast of client needs, industry trends, and competitor offerings. This involves building and optimizing client delivery and development strategies, contributing ideas, and spearheading the implementation of new product development, marketing, and operational enhancements. You will also lead the contract extension and renewal process, serving as the main point of contact for all contractual and billing matters. Your position requires a willingness to travel 10-30% of the time, accommodating the needs of our diverse client base, global team, and ensuring the highest level of service and engagement.IDA is part of the McKinsey Private Capital Practice. You will be based in [Atlanta/Boston/Dallas] but also work with colleagues across the globe. You’ll enable sophisticated investment strategies and corporate value creation through IDA, a cloud-based research and capital allocation application, in combination with other GenAI-enabled assets.IDA empowers our clients to research industries, products, and companies and execute deals. We combine the most cutting-edge genAI technologies to McKinsey’s broader offerings to make category dominant value for our clients. Its mix of intuitive technology, proprietary data, and McKinsey business advisory enables clients to perform fast and powerful research, screen opportunities, execute deals, and monitor and generate value creation in their portfolios.As a Client Success Specialist, you will partner directly with our client leaders, collaborate with c-suite executives and work directly with our own internal client service teams to help shape strategy and build our holistic approach to client experience. In this role, you will have the opportunity to engage with a wide array of clients across industries and will have access to McKinsey’s world class training programs and experts to develop deep transformation expertise and best-in-class business acumen.
- ...building long-term capabilities with our clients is not easy work. You are the kind of... ...as part of McKinsey’s Life Sciences and Private capital Client Capability Network (CCN). As... ...shaping strategic decisions and driving success in a dynamic and impactful field.The CCN...PrivateApprenticeshipWork at officeEasy work
- ...creatively about commercial real estate. Clients and investors rely on us for... ...independence.POSITION SUMMARY:The Senior Analyst, Healthcare Capital Markets role supports the National... ...employment with Transwestern is subject to successfully passing a drug screen check prior...SeniorFull timeRemote workShift work
$110.7k - $218.3k
...Transactions team helps guide clients through their most... .... Work you'll do As a Senior Consultant, Strategy,... ...including C-suite and private equity executives,... ...growth and advancement.A successful candidate would... ...clients be prepared to capitalize on opportunities during...SeniorPrivateLocal area$128k - $252.5k
...Transactions team helps guide clients through their most critical moments... ...and impact. As an M&A Human Capital Senior Consultant you will advise corporate and private equity clients on human capital... ...and post-transaction execution A successful candidate would possess these...SeniorPrivateWork experience placementLocal areaVisa sponsorship- ...Private Client Relationship Manager Location: On site in Dallas, TX The Private Client... ...resources, specialists, and intellectual capital to help you advise clients on achieving... ...'s Degree required Proven sales success and strong business acumen Strong community...SeniorPrivateTemporary workWork experience placementLocal area
- ...systemsExperience working with external clients, sharing your views and... ...complex issues, engage senior leaders, and drive consensusExposure... ...that is critical to the successful realization of client company... ...services companies and private equity organizations that partner...SeniorPrivateApprenticeshipEasy work
$156.16k - $234.24k
...WealthCompany: CitiThe Risk Policy Senior Officer I is a strategic... ...safeguarding Citigroup, its clients and assets, by driving compliance... ...around the world. Our Private Bankers, Financial Advisors,... ...to many of the world’s most successful and influential individuals and...SeniorPrivateFull timeLocal area- ...autonomy to reach your goals.EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who... ...pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated...SeniorPrivateFull timeTemporary workLocal area
- ...combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...join our team as we help shape a brighter way forward. Senior Analyst, Multi-housing Capital Markets Research - Central RegionThe Senior Analyst will...SeniorFull timeWork at officeLocal areaWorldwide
$10k
...through true partnership with our clients. Merging deep industry... ...Europe and Asia. Bellwether is privately held and has offices in Los... ...and Dallas. Overview The Senior Analyst, Portfolio Management (Torchlight... ...in prior endeavors. The successful candidate should have: Job Knowledge...SeniorPrivateFull timeWork at officeLocal areaImmediate startFlexible hours- ...seeking a Financial Due Diligence Senior Analyst to join its Dallas office.... ...in delivering high-quality client service. This role will primarily... ..., large health systems, private equity firms, and investment... ...of earnings issues, working capital considerations, potential liabilities...SeniorPrivateWork at office
- ...Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions... ...cutting-edge solutions for our clients. For our analyst team, this means getting... ...including financial statements, capital account and cash flows Develop...PrivateCasual workInternshipWork at office
$77k - $202k
...SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting... ...Advisory Services - Senior Associate, you will provide strategic... ...markets topics. You will advise clients on complex accounting and... ...issues related to both public and private deals, as well as other...SeniorPrivateFull timeH1b- ...leaders and innovators from the private wealth industry who possess a... ...backed by top-tier venture capital firms, fintech investors, and... ...about helping their clients and our teammates achieve more... ...management with you. The Role As a Senior Client Experience Associate,...SeniorPrivateWork experience placement
$141k - $205k
...and effective data collection.Work with senior management across finance and the business... ...of the world's largest, state-of-the-art private fleets, sustainably powered by renewable... ...and enforce spend governance to optimize capital and operational expenditures.Leveraging your...SeniorPrivateTemporary work- ...market-based strategies to clients in all major industries, with... ...of services include Equity Capital Markets, Debt Capital Markets... ...Advisory & Restructuring, Debt Private Placements and Fund... ...is actively looking to add a Senior Analyst for our Dallas office. The candidate...SeniorPrivateWork at office
$148.5k - $247.5k
...GroupJob ProfileSr Director, Client Performance ManagementManagement... ...and advisory services across private, public, and hybrid clouds, helping... ...is establishing Customer Success as a core revenue-adjacent capability... ..., and enable expansion.The Senior Director, Customer Success is...SeniorPrivateFull timeRemote workVisa sponsorshipFlexible hours- ...Position Summary The Senior Analyst, Business Development will play a critical role in supporting... ...leadership, gaining insights into private equity fundraising, portfolio analysis,... ...Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions...SeniorPrivateWork at office
- ...Senior Technical Business Analyst The Technology & Data leadership team is seeking an experienced Technical... ...will be driving and managing the successful execution of key projects across the... ...in working with Real Estate and/or Private Equity and Credit investors and technologies...SeniorPrivate
- ...engine for reinvention in our clients' transformation journey.... ...InnovatorsAs a Workday Integration Senior Analyst, you should expect to be... ...a wide array of Human Capital Management and Financial functional... ...Workday Certifications, successful completion of appropriate Workday...SeniorFull timeWork experience placementLive inWork at officeLocal area3 days per week
- ...implementing rapid and successful operational... ...revenue, cost and working capital levers, business planning... ...capabilities with our clients is not easy work. You... ...engagements we ensure Analysts are exposed to multiple... ...the world - across the private, public, and social sectors...PrivateApprenticeshipWork at officeEasy work
- ...an opportunity to help clients across the globe realize... ...building sustainable success. Bringing together traditional... ...alternatives including private equity, growth equity,... ...with investment teams, capital markets, engineering... ...ad hoc requests from senior management, including data...Private
$109.6k - $191.7k
Senior Risk ConsultantRemote - USAProvides loss control support for... ...a comprehensive and efficient capital platform, data-driven insights... ...workspace, empowered to deliver top client service across all our lines... ...growth and is critical to our success. That’s why we have made a...SeniorFor contractorsWork at officeFlexible hours- ...an opportunity to help clients across the globe realize... ...building sustainable success. Bringing together traditional... ...exposure and access to senior managers, build... ...units (Asset Management, Private Wealth, and Alternatives... ...we commit our people, capital and ideas to help our clients...PrivatePrivate practiceWork at office
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say, make an impact, and bevalued, Mazars is the right place for you! Our Tax practice seeks an experienced and accomplished tax professional...SeniorPrivateFull timeSummer workH1bWork at officeLocal areaFlexible hours- ...Internship Opportunity Texas Capital is built to help businesses... ...a scale that works for our clients, with highly experienced bankers... ...who truly invest in people's success — today and tomorrow.... ...Banking group serves public and private companies with annual revenue...PrivateSummer workInternshipSummer internshipWork at officeImmediate startDay shift
$70k - $85k
...Asset Management Analyst Shine Associates... ...on behalf of our client ('Company'). This... ...Our client is a privately-held and vertically... ...plans, renovation and capital programs, and... ...presentations to senior management to seek... ...perform this job successfully, an individual must...PrivateWork at office$103k - $155k
...standards of performance and success. This position can be based... .... General Description The Senior Research Analyst responds to complex legal,... ...business professionals and clients using industry-standard databases... ...VitalLaw, Checkpoint, S&P Capital IQ, Pitchbook, PACER,...SeniorTemporary work$130k - $185k
...we partner with CEOs, Boards, Private Equity and Governments every step... ...Platforms Data Scientist Senior Associate/Consultant will play... ...assets that power high-visibility client engagements. This role will... ...data. Skills & Attributes For Success Lead ingestion and ETL design...SeniorPrivateWork experience placementWork at officeFlexible hours- ...culture that empowers your success. Work with KPMGs... ...team helping high-profile clients understand, analyze, and... ...and de-SPACs and take private transactions of companies... ...basis adjustments and capital accountsAdvise clients... ...ActAdditional Responsibilities for Senior Manager:Participate in...SeniorPrivateLocal area
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