Client Success Analyst

Cognitive Credit

. Maintain a range of financial reports for private credit issuers within coverage universes .

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in maintaining financial reports and managing datasets for private credit issuers, ensuring accuracy and timely delivery to clients. Strong collaboration and communication skills are essential for effective stakeholder management and teamwork within the Client Success team.

Highest-signal resume keywords

Financial ReportingData ManagementStakeholder CommunicationCollaboration SkillsDetail Orientation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportsData SetsClient-Facing DocumentsPrivate Credit ModelsReconciliation

Soft Skills

Attention to DetailResults-Focused MindsetOrganizational SkillsAbility to Multi-TaskProblem-Solving

Industry Keywords

Private CreditClient SuccessStakeholder Management

About the role

Key responsibilities & impact

Maintain a range of financial reports for private credit issuers within coverage universes
Keep processes in sync to ensure timely and accurate client delivery
Own and maintain datasets and client-facing documents, ensuring information is current and accurate
Manage access to multiple private data sites
Ensure only approved clients have access to private credit models
Review and reconcile incoming client coverage lists
Clearly communicate requirements and outcomes to clients
Work closely with Client Success Managers and escalate client issues when needed
Collaborate with the wider Client Success team, including Senior and Lead Data & Client Success Analysts

Requirements

What you’ll need

Highly detail oriented
Ability to learn processes quickly, with a mindset to spotting efficiency improvements
Results-focused mindset and a willingness to be hands-on with close attention to detail
Strong collaboration skills required to work seamlessly with the wider analyst and client success team
Strong communication skills required for effective stakeholder management
Excellent organization skills with the ability to handle multiple projects concurrently and operate in a fast-paced work environment
Able to work independently and manage multiple priorities, prioritize, multi-task, and deliver in both short- and long-term projects in a high stress environment
Fluent in English
Right to work in the US
Commitment to work flexible hours