Client Success Associate - Credit at Third Bridge

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

29 May, 26

Salary

80000.0

Posted On

28 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Success, Relationship Management, User Activation, Expert Call Engagement, Revenue Growth, CLOs, BDCs, Private Credit, Leveraged Finance, Special Situations, CRM Hygiene, Performance Targets, Commercial Acumen, Credit Markets, Investment Research, Data Analysis

Industry

Information Services

Description

Company Description We connect the world’s top investors and business leaders to the insights that shape investment decisions. From private equity firms and hedge funds to leading consultancies, our clients count on us to find the exact expert they need - fast. Since 2007, we’ve grown to 1,500+ people across global financial hubs, becoming a trusted research partner to thousands of decision-makers. This is where ambitious people come to accelerate their careers. Job Description We’re looking for a commercially driven Client Success Associate who wants to raise the bar. You will manage and grow relationships with some of the most sophisticated Credit investors in the US market. This is not a passive support role. You will be expected to proactively activate users, drive expert call engagement, and contribute directly to revenue growth within your assigned book. You’ll work alongside Account Managers, but you will own activation, engagement, and pipeline momentum. If you want exposure to how Credit funds actually deploy capital and you’re motivated by measurable impact, this role offers real responsibility from day one. What you'll do: Own activation and engagement KPIs across your assigned Credit book (CLOs, BDCs, private credit, leveraged finance, special situations) Execute structured outreach cadences to increase transcript usage and expert call volume Identify and source new expert call opportunities aligned to client mandates Proactively uncover new user and product opportunities within existing accounts Drive trial engagement and convert trial users into recurring, active users Monitor account health metrics including activation, call activity, renewal risk, and revenue contribution Prepare targeted expert and transcript recommendations tied to client strategy and market developments Lead client calls confidently, ask probing questions, and position solutions effectively Collaborate daily with your Account Manager and Project Managers to execute account growth plans Maintain disciplined CRM hygiene, activity reporting, and dashboard tracking Operate with urgency in a fast-paced, high-accountability environment Qualifications What will you bring? Experience in a client-facing, quota-bearing, or commercially accountable role Demonstrated history of hitting performance targets in a structured environment Strong verbal communicator comfortable leading client calls and asking thoughtful, commercial questions Curious about credit markets and how investment teams generate alpha Comfortable discussing emerging AI tools and how they impact investment research workflows Curious about how technology is reshaping credit investing and willing to stay ahead of it Comfortable engaging directly with Associates, VPs, and investment professionals Highly organized with strong follow-through and personal accountability Commercially driven and motivated by measurable outcomes Comfortable working with dashboards, CRM systems, and performance data Resilient, persistent, and energized by high standards Additional Information How will you be rewarded? We truly care about our people, so in return for your work, you’ll get: Base Salary: $70,000 to $80,000 + OTE Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays Learning: personal development allowance of $1,150 per year. Health and wellbeing: a variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield. Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health. Future and family: 401K matching up to 5% of your base salary, life insurance, a long-term disability policy dependent care FSA and pet insurance. Flexibility: work from anywhere for one month per year, 2 annual volunteer days, and 2 personal days when life throws you a curveball Social: weekly optional social gatherings, daily breakfast and snacks, social events - ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge) Frontline Innovation: your chance to share your ideas for improvement through Hackathons and other events The successful candidate must, by the start of employment, have permission to work in the country in which they are applying. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway, and we will be happy to consider your application. Group: Credit & Equities

Responsibilities

The role involves managing and growing relationships with sophisticated US Credit investors by proactively activating users, driving expert call engagement, and directly contributing to revenue growth within an assigned book of business. Key tasks include executing outreach cadences, identifying new expert call opportunities, and monitoring account health metrics to ensure client success and retention.