Client Success Analyst

Client Success Analyst

Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas.

The opportunity is huge. The global alternative investments industry was worth an estimated $16.8T at the end of 2023, and is forecast to grow to $29.2T by 2029. However the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.

Opto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.

Fixing private markets will not be easy and demands courage, but we're not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.

Up for the challenge? Come join us.

About the Role

As the first Client Success Analyst at Opto, you are responsible for owning communication and collaboration of our clients in our software products. In this role, you will be supporting our Diligence AI tooling as we onboard new clients and be a key part of client adoption of software. Diligence AI is a toolkit built by Opto to allow allocators to unlock scale and efficiency with their manager diligence processes.

Your day-to-day will include :

• Working directly with our Diligence AI go to market team to support firms leveraging the toolkit on a daily basis.
• Supporting new clients across core client success workflows, from onboarding firms and their data to answering questions and working alongside teams to deepen relationships.
• Become a product expert that has comfort in ambiguity, partnering with clients to connect their desired goals with direct software usage.
• Partnering with Product teams to refine software use cases from client feedback as well as internal workflows.
• Coordinating with internal teams to ensure client needs are addressed quickly and effectively.

About You

Required Skills

Background

Compensation and Benefits

Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.

The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $80,000-$90,000 dependent on skills, experience and expected contribution.

All full time employees at Opto enjoy :

This position is based primarily onsite in either our San Francisco or New York City offices.

At this time, Opto can only hire candidates who reside in the following states : California, Colorado, Florida, Idaho, Illinois, Maine, Maryland, Nevada, New Jersey, New York, North Carolina, North Dakota, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, and Washington.

If you do not currently live in one of these states, you must relocate to an approved state or have a confirmed address there prior to your start date.