Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Application Programming Interface (API) Customer Success Management Employee Onboarding Civic Engagement Client Education Data Integration Project Integration Change Management Business Analysis Platform Design And Development Business Process Automation Project Collaboration Stakeholder Communications Meeting Facilitation

Other Skills

•
Troubleshooting (Problem Solving)
•
Problem Reporting
•
Communication
•
Analytical Thinking
•
Executive Presence
•
Relationship Management
•
Problem Solving

Roles & Responsibilities

3-5 years of experience in Customer/Client Success within FinTech/InvestmentTech
Strong familiarity with investment management (Asset Owners, Hedge Funds, Private Equity; Consultants preferred)
Solid understanding of API integrations; SQL experience preferred
Bachelor’s degree in technology or a related field

Requirements:

Lead implementations for new institutional clients and tailor configurations to complex diligence use cases
Monitor engagement and renewal outcomes to maintain account health and drive retention
Advise clients on API integrations and data connectivity
Translate client feedback into actionable insights for Product and Engineering teams

DiligenceVault

About DiligenceVault

DiligenceVault is the first two-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and wealth investors and their investments across ETFs, Mutual Funds, Hedge Funds, and Private Markets strategies. End investors and allocators leverage the platform to digitize and automate their diligence processes and significantly cutting their time to analyze data. RFP, investor relations and portfolio specialist teams at asset managers adopt the platform to digitize and centralize all of their investor content and Q&A, collaborate as teams, and leverage our intelligent algorithms to deliver a responsive and modern experience to their investor clients. As a team, we believe in and deliver a data driven diligence experience to the industry significantly cutting down cost for all involved, and getting our clients ready for the future of data.

Founded: 2018

Company size: 51 - 200

LinkedIn See all jobs →

Job description

Location: Based in Midwest/ Central Time zone

At DiligenceVault, we’re making diligence possible for all. We’ve built a market-leading technology platform that streamlines manual due diligence processes and unlocks data buried in documents for an industry managing more than $100 trillion in assets.

With 70,000+ users globally, DiligenceVault is the standard for digitizing investment workflows. We are now seeking a Client Success Manager in the Midwest to help us continue transforming the institutional investment landscape.

The Role

As a Client Success Manager, you will be a strategic partner to our North American clients. You won’t just answer questions - you will act as a trusted consultant helping Asset Managers, Allocators, and Institutional Investors digitize proprietary research, ESG, and Operational Due Diligence (ODD) workflows. You will own relationships, drive adoption, and ensure our clients realize measurable value from the platform.

What You’ll Do

Strategic Onboarding: Lead implementations for new institutional clients and tailor configurations to complex diligence use cases.
Account Health & Retention: Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
Platform & Domain Expertise: Become a subject-matter expert on DiligenceVault capabilities including RFP, DDQ, and workflow automation.
Integration Consulting: Advise clients on API integrations and data connectivity.
Commercial Ownership: Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities.
Voice of the Client: Translate client feedback into actionable insights for our Product and Engineering teams.
Client Education: Deliver webinars, training, and best-practice sessions to promote adoption and community engagement.

What You Bring

Experience: 3 to 5 years in Customer/Client Success within FinTech/ InvestmentTech
Industry Knowledge: Strong familiarity with investment management (Asset Owners, Hedge Funds, Private Equity, Consultants strongly preferred).
Technical Skills:
- Solid understanding of API integrations
- SQL experience strongly preferred (for querying, reporting, and troubleshooting)
Executive Presence: Comfortable engaging senior stakeholders including COOs, CCOs, and Portfolio Managers.
Problem-Solver Mindset: Ability to diagnose issues, analyze workflows, and drive solutions.
Education: Bachelor’s degree in technology, or related field.

Benefits & Perks

Base Salary Ranges : $90,000 to $105,000
Performance-based incentives & ESOPs
Remote-first environment focused on Midwest/Central Time Zone
Medical, Dental, and Vision coverage via JustWorks/One Medical
401(k) plan
Generous PTO plus sick leave and paid holidays
Purpose & impact: Employee donation matching and mission-driven culture
Rewards and Recognition Program

Why Join DiligenceVault?

You’ll join a high-growth FinTech company at the intersection of institutional finance and cutting-edge data technology. If you thrive in a fast-paced, entrepreneurial environment where you can directly influence the global investment ecosystem, this role is for you.