Technical Client Success Associate

Technical Client Success Associate will be responsible for end-to-end client engagement — across pre-sales discovery, onboarding, delivery, and post-sales technical support. This role demands high business acumen, analytical thinking, and client-facing professionalism.

Please note the role is based in the Eastern Time zone. Expected working hours are 9-18 EST (18:30 - 3:30 IST)

Responsibilities:

• Lead client discovery, solutioning, and demo sessions during pre-sales and post-sales conversations.
• Support client onboarding, training, and implementation in collaboration with internal teams.
• Translate client use cases into product configurations, feasibility and value analysis.
• Deliver client-facing and Internal leadership presentations.
• Troubleshoot data/portal issues and serve as liaison between clients and product/engineering.
• Ensure a high-quality experience for clients across the full lifecycle.

Requirements

What We’re Looking For:

• 3+ years of experience in client-facing roles across consulting, analytics, or SaaS delivery.
• Experience working with Management Consulting firms, Private Equity, or VC clients.
• Strong preference for those with backgrounds in top-tier firms (e.g., MBB, Big 4, global PEs/VCs).
• Strong communication skills in English with ability to present to senior stakeholders.
• Business-savvy and consultative in approach, with understanding of value drivers in M&A, talent, and growth strategy.
• Advanced skills in Excel modeling and slide-making (consulting quality).
• Proficient in SQL, Databases such as Snowflake, BI tools such as Power BI, Omni, or Tableau, and Ticketing systems like Zendesk, Linear etc
• Experience with Python for basic data analysis is a plus.

Education:

• Bachelor's degree from a top-tier university in Business or Engineering.
• MBA from IIMs, ISB, or equivalent top global programs preferred with a background in Engineering Academics.

Ideal Candidate:

• Structured thinker with a consulting mindset and product curiosity.
• Self-starter who thrives in a fast-paced start-up, client-driven, remote team environment.
• Capable of operating independently while influencing cross-functional teams.