Customer Success Associate

Responsibilities

• A portfolio of manager relationships end to end, from first introduction through ongoing reporting, building long‑term partnerships and securing timely, complete data.
• Data quality and coverage against clear targets for timeliness, completeness, and accuracy, using exception reports to find and fix root causes.
• Onboarding of new managers and funds, from first call through their first reporting cycle, working with internal data analysts to hit our service levels.
• Escalations when reporting breaks down, diagnosing the cause, owning the conversation with the manager, and driving it through to resolution.
• A real part in automating the work, using AI assistants to strip manual steps out of your own workflows, spotting coverage gaps across the fund universe, and giving Product clear recommendations on what we should build next.
• Partnership with the wider Customer Success team on onboarding statisti...