Client Success Analyst / Senior Analyst

Job Description

Job Description

Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise into timely recommendations - delivered right where teams work. The result: confident decisions, stronger customer relationships, and lasting, profitable growth.

Curinos operates under a hybrid modality and has office locations in New York, Chicago, Boston, Toronto, and London. This role is fully remote based in the United States or hybrid in the Greater New York, Chicago, or Boston metropolitan areas.

Job Description

Curinos is currently seeking a Client Success Analyst / Senior Analyst to support our clients achieve their digital priorities, roadmap and research goals. You will support them in using Curinos’ Digital Banking Analyzer platform, which provides regularly updated visuals and market-leading analysis of the digital banking arena. The platform provides access to unique customer journeys across extensive brands in the United States, United Kingdom and anywhere else financial institutions are accelerating their digital developments. Our team of analysts provide market-leading insights into the latest developments to help shape our clients’ digital roadmaps.

We are seeking a motivated, detail-oriented Client Success Analyst / Senior Analyst to join our team. This role is ideal for a self-starter who takes initiative, proactively engages with clients, and consistently follows through on deliverables. You will play a key role in delivering user insights and value, while collaborating across the Curinos teams

Responsibilities

As a Client Success Analyst/Senior Analyst, you can expect responsibilities to include:

Client Support & Engagement

• Partner with Client Success Senior Manager, Product Analysts and General Manager to support day-to-day client activities and deliverables including monitoring support inbox
• Ensure intake, logging, allocation, and resolution of client requests is completed in collaboration with product delivery team
• Monitor client health score metrics and proactively identify renewal risks and opportunities for clients
• Assist in preparing for client kick-off and scheduled meetings, including presentation decks and recording meeting notes
• Set up and maintain user access and profiles – adding, deactivating, updating profiles
• Set up and maintain user engagement contract strategy and outreach programs

Data Analysis & Reporting

• Analyze client usage data to identify trends, gaps, and opportunities to engage with clients
• Build and maintain Pendo dashboards and recurring reports on key success metrics
• Translate data insights into actionable recommendations for Commercial and Product teams and clients
• Ensure data accuracy and integrity across client accounts

Process & Operations

• Support the development and optimization of Client Success processes and workflows
• Maintain documentation for best practices, playbooks, and standard operating procedures
• Assist with system updates, data hygiene, and tracking activities in Salesforce, JIRA, Excel
• Create and edit product training video content for internal and end-user client training

Cross-Functional Collaboration

• Work closely with Commercial, Product, Marketing, and Technology teams to address client needs
• Escalate client issues and coordinate resolution across internal stakeholders
• Share client feedback and insights to inform product development and strategy
• Support renewal and expansion efforts by monitoring platform usage and with proactive client outreach
• Track key milestones, sales expansion opportunities, and success criteria for client accounts

Salary Range: $75,000-$85,000 (plus bonus)

Desired Skills & Expertise

• Understanding and knowledge of digital banking
• Demonstrate strong interpersonal and communication skills, both verbal and written
• Ability to lead meetings with small to mid-size financial institutions
• Identify opportunities for automation and operational efficiencies
• Be curious and able to apply data analysis, structure and logic to break down and resolve problems
• Embrace multitasking, proactive outreach and ability take on responsibility to get things done
• Display commitment to diversity and empathy for internal and client teams
• Numeracy, commercial awareness, video editing skills, and experience in JIRA, Pendo, and other SaaS and project management applications desired
• Have 3-5 years of experience in a related field

Why work at Curinos?

• Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from
• Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!
• Unlimited PTO policy, floating holidays, volunteering days and a day off for your birthday
• Learning and development tools to assist with your career development
• Work with industry leading Subject Matter Experts and specialist products
• Regular social events and networking opportunities
• Collaborative, supportive culture, including an active DE&I program
• Employee Assistance Program which provides expert third-party advice on wellbeing, relationships, legal and financial matters, as well as access to counselling services

Applying

We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need!

If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at View email address on ziprecruiter.com and we’ll do everything we can to help.

Inclusivity at Curinos

We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed.  As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.