Client Engagement Associate

About the role

Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.

Responsibilities

• Build and maintain strong, long-term relationships with clients across Valitana's platform user base.
• Communicate with all clients on a recurring basis to assess satisfaction, gather feedback, and ensure continued platform engagement.
• Drive client retention efforts, track NPS scores, and identify upselling and cross-selling opportunities for existing clients.
• Analyze client feedback to surface trends and develop actionable recommendations for improving the client experience.
• Guide Valitana users through best practices and platform features to help them better leverage Valitana's offerings.
• Collaborate with internal product and engineering teams to relay client needs and advocate for product improvements.
• Maintain accurate and up-to-date records of client interactions, feedback, and engagement status.
• Support travel to client meetings or work-related events as needed (up to 10%).

Requirements

• 2–4 years of experience in client engagement, customer success, account management, or a related field.
• Bachelor's degree in Finance, Business, Communications, or a related field.
• Strong organizational skills with a keen attention to detail and the ability to manage multiple client relationships simultaneously.
• Excellent written and verbal communication skills, with the ability to engage professionally with institutional clients.
• Demonstrated ability to analyze data and translate customer feedback into meaningful insights.
• Ability to quickly understand and articulate new financial and technical concepts.
• Proficiency in Microsoft Excel at an intermediate level (e.g., VLOOKUP, XLOOKUP).
• PREFERRED: general familiarity with financial concepts across multiple asset classes.
• PREFERRED: experience working within a SaaS environment.
• PREFERRED: proficiency in Salesforce or similar CRM platforms.

Qualifications

Base salary range for this role is $85,000–$105,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, and telemedicine, and PTO.

Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday.

Benefits

Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.