Analyst I, Solution Success Jobs

Customer Success Analyst

Shift timings - 5.30 pm to 2.30 am; Work mode - Work from office (Hyderabad loca...

Location

India , Hyderabad

Salary:

Not provided

insightsoftware

Expiration Date

Until further notice

Requirements

2 to 4 years’ experience in Customer success or Account Management
Knowledge of CRM systems, preferably Salesforce: The Customer Company
Knowledge and experience reviewing and comprehending contract terms, preferably in software
Ability to work in a fast-paced environment
Ability to work cross-functionally with other departments and team members
Comfortable in a highly autonomous role with strong organizational skills
Ready to work in eastern shift time (evening 5:30 to morning 2:30 India time)
Excellent interpersonal and written and oral communication skills

Job Responsibility

Handling "At Risk" customers effectively is crucial for maintaining relationships and preventing churn
Update customer health information when applicable based on negotiation and discussions with the customer
Create renewal offers/quotes based on contract information, customer usage, and company direction
Report and maintain an accurate forecast
manage renewal forecasting meetings and collaboration activities for designated account portfolio
Negotiate contract terms and pricing with guidance from relevant internal departments and management
Maintain and update account information in CRM
Refer potential opportunities for expansion to our Sales team
Share customer feedback with appropriate internal departments including but not limited to Customer Success, Support, and Management
Gain a basic knowledge of insightsoftware solutions to better communicate value with customers

Fulltime

Client Solutions Analyst

This is an 18-month AddeGrad Program for a Client Solutions Analyst. The role in...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or a related field with graduation dates between Fall 2025 - Spring 2026
Exceptional organizational and interpersonal skills
Solution-oriented approach and a passion for problem-solving
Proven ability to research, design, and implement solutions for complex problems
Independent, adaptable, and can thrive in a fast-paced environment
Strong desire to gain further understanding of the global wealth management business
Effective communication and interpersonal skills (both written and verbal)
Strong work ethic, proactive and a highly contributing teammate
Strong analytical skills and ability to interpret
Right to work in the United Kingdom from the first day of employment (visa sponsorship not available)

Job Responsibility

Design and implement Addepar for new clients
Identify how Addepar can unlock significant value for clients’ businesses
Advise clients on how to model and examine their financial instruments and assets
Lead the design and oversight for new clients onboarding to the Addepar platform
Ensure solutions are compatible with other products and services within the Addepar ecosystem
Provide hands-on support to identify, respond to, and resolve issues and questions raised by clients
Work in complex data sets to identify and resolve data and calculation discrepancies
Collaborate with R&D teams to conduct root-cause analysis
Collaborate with Product and Account Management to manage and maintain client satisfaction
Help clients use Addepar to the greatest extent through functional and conceptual instruction

What we offer

In-depth onboarding and enablement program
Strong corporate culture
Cool swag
Exposure to key functions of the Client Services team
In-depth knowledge of the Addepar platform
Ability to partner with key stakeholders across Go-To-Market and R&D teams
Prepared for career growth in other parts of the business upon completion

Fulltime

Customer Success Analyst

insightsoftware is a global provider of comprehensive solutions for the Office o...

Location

India , Hyderabad

Salary:

Not provided

insightsoftware

Expiration Date

Until further notice

Requirements

2 to 4 years’ experience in Renewals Management or Account Management in the software industry
Knowledge of CRM systems, preferably Salesforce: The Customer Company
Knowledge and experience reviewing and comprehending contract terms, preferably in software
Ability to work in a fast-paced environment
Ability to work cross-functionally with other departments and team members
Comfortable in a highly autonomous role with strong organizational skills
Ready to work in eastern shift time (evening 5:30 to morning 2:30 India time)
Excellent interpersonal and written and oral communication skills

Job Responsibility

Handling "At Risk" customers effectively is crucial for maintaining relationships and preventing churn
Update customer health information when applicable based on negotiation and discussions with the customer
Create renewal offers/quotes based on contract information, customer usage, and company direction
Report and maintain an accurate forecast
manage renewal forecasting meetings and collaboration activities for designated account portfolio
Negotiate contract terms and pricing with guidance from relevant internal departments and management
Maintain and update account information in CRM
Refer potential opportunities for expansion to our Sales team
Share customer feedback with appropriate internal departments including but not limited to Customer Success, Support, and Management
Gain a basic knowledge of insightsoftware solutions to better communicate value with customers

Transaction Success Analyst

Robert Half is the world’s first and largest specialized talent solutions firm t...

Location

United States , Frisco, TX

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Communicate with clients to gather the appropriate financial information
Analyze financial data for trends and anomalies
Develop innovative approaches to produce deliverables that show the solution to a client’s questions
Work with our team to make financial recommendation or opinions based on financial analysis performed
Assess the economic performance of the client’s practice
Respond to client inquires & questions in a detail oriented and timely manner
Provide information for clients to lenders to facilitate lending process

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

New

IT Business Solutions Analyst

An IT Business Solutions Analyst plays a key role in bridging the gap between bu...

Location

United States , New York

Salary:

72000.00 - 106560.00 USD / Year

Take-Two Interactive Software, Inc.

Expiration Date

Until further notice

Requirements

3 years of relevant experience
minimum 1 year of experience of building functional user requirements for ServiceNow implementation
1 year experience with ServiceNow ITSM and/or ITOM product suites
Bachelor’s Degree or equivalent experience in Business Administration, Information Technology, Computer Science, or a related field
Proven ability working directly with internal business customers in a support-type role
Proven ability assisting with product requirements, launching, and post implementation support
Proven ability in directly leading product launches, supporting retrospectives, building playbooks, and iterating to improve
Experiences with tools such as Jira, ServiceNow, Smartsheet, Airtable, Tableau, PowerBi, Monday.com, Miro, and Lucid Chart

Job Responsibility

Act as a liaison between business units and technical resources to ensure alignment on project objectives
Facilitate communication between collaborators to ensure expectations are clear and understood across departments
Suggest process redesigns or optimizations to leverage efficiencies, reduce costs, or enhance service quality
Good communication skills to be a phenomenal partner with business leaders, technical teams, vendors, and clients
Ability to facilitate meetings, workshops, and presentations with teams of multifaceted strengths
Work with business collaborators to design solutions that address their needs, improve efficiency, and reduce costs
Create process maps, workflows, and data models to represent business processes and system integrations
Form relationships with technical teams to design system solutions and identify technical gaps or areas for improvement
Conduct workshops, interviews, and surveys with business stakeholders to gather functional and technical requirements
Oversee and rationalize SaaS license management in close collaboration with business teams to optimize usage, reduce costs, and ensure alignment with organizational needs and goals

What we offer

Medical (HSA & FSA), dental, vision, 401(k) with company match, employee stock purchase plan, commuter benefits, in-house wellness program, broad learning & development opportunities, a charitable giving platform with company match
Fitness allowance, employee discount programs, free games & events and stocked pantries
14 paid holidays per calendar year
paid vacation time per calendar year (ranging from 15 to 25 days) or eligibility to participate in the Company’s discretionary time off program
up to 10 paid sick days per calendar year
paid parental and compassionate leave
wellbeing programs for mental health and other wellness support
family planning support through Maven
commuter benefits
and reimbursements for fitness-related expenses

Fulltime

Financial Solutions Lead Analyst

The Quality Assurance, Testing, and Validation team is part of the Finance Chief...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10+ years of relevant experience, within the financial services industry preferred
Strong background in U.S. Regulatory reports with specific knowledge of CCAR and FR Y-14A/Q/M
Audit or prior regulatory reporting experience preferred
In depth knowledge of banking products / systems preferred
Recognized technical authority for an area within the business
Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Self-motivated with the ability to make decisions in the absence of detailed instructions
Proficient Microsoft Office skills
Strong ability to communicate clearly and concisely to both technical experts, non-technical business leaders, and senior leadership to facilitate discussions with senior stakeholders and to clearly articulate findings, defend point of view amongst various groups
Ability to collaborate, coordinate and execute with the broader teams, business partners, Report Owners, Data Providers, Global Functions Technology to drive the implementation of strategies and successful execution of tracing sprints

Job Responsibility

Lead analysts support transaction testing reviews including prioritizing work, providing guidance throughout book of work, developing junior analysts’ testing skill set, report and product knowledge through training
Ensure our partners in Global Tech, Business Technology, Report Owners, Source Document Providers, and external consultants are aligned to the relevant book of work and the QATV Methodology & Procedures
Assign, manage, and review work of team, evaluating their findings and judgment in applying regulatory principles to reporting
Identify issues and exceptions, produce analysis and insights on findings, and communicate updates and results effectively to other leads and managers
Work with stakeholders to ensure action plans are in place to address gaps identified in the QA process and validate the remediation when complete
Responsible for ensuring adequate and effective controls are in place for the QA process as well as ensuring team's compliance with controls
Ensure proper documentation of review evidence to support the results
Maintain and ensure adherence to proper desktop procedures for the QA process
Support managers engagement as needed with Regulatory & Management Transaction Testing reporting reviews along with Internal Audit, ICRM, ORM reviews
Promote a culture of collaboration and teamwork across organizations. Develop strong working relationships with Report Owners, independent review teams, internal audit teams, and other key stakeholders

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

Fin Solutions Sr. Lead Analyst

The Fin Solutions Sr. Lead Analyst is a strategic professional who closely follo...

Location

Costa Rica , Heredia

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of project management experience using a structured methodology to successfully track, plan, monitor and report on concurrent projects, within the financial services industry preferred
Manage project scope by assessing requirements changes, determining and conveying impact on budget, time and risk
Manage client expectations, anticipates operational and tactical risks and tracks them
clarify, identify, and track requirements and issues, remove barriers, resolve minor project issues and escalate to immediate manager where required
Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function
Requires communication and diplomacy skills in order to guide and influence others
Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Self-motivated with the ability to make decisions in the absence of detailed instructions
Advanced Microsoft Office skills
In depth knowledge of banking products / systems highly preferred

Job Responsibility

Contributes to the design, roll-out and governance of financial solutions
Drives end results of the project as a representative of the business
Defines, teaches, and enforces the use of good project management practices such as techniques in resolving complex, interdependent activities into tasks and sub-tasks that are documented, monitored and controlled
Assesses project risk potentials and discover potential problems before they occur
Articulates problems, bring the right people together to solve problems and know when the problem has been properly addressed and closed
Communicates to all concerned parties project milestones, status updates, as well as any existing or potential escalation issues
Uses best practice PM (CPMC) methodology to create a project plan to fit the stakeholders/customers’ needs and deliver within budget on desired outcomes
Manages complex/critical/large professional disciplinary areas
Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations
Assists in setting business and information architecture standards for Finance

Fulltime

Fin Solutions Sr. Lead Analyst

The Controllers Transformation organization is looking for a dynamic individual ...

Location

Costa Rica , Heredia

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of relevant experience, within the financial services industry highly preferred
requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function
a proven track record of process transformations, including technology integration
able to identify and drive change by thinking “out of the box”
strong and demonstrated execution skills
demonstrated success in collaborating and building relationships and influencing across the organization
outstanding communication, interpersonal and influencing skills coupled with an ability to build a broad base of support among key decision makers at all levels of the organization
experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
self-motivated with the ability to make decisions in the absence of detailed instructions
analytical, flexible, team-oriented, with strong attention to detail

Job Responsibility

Contributes to the design, roll-out and governance of financial solutions
identify, prioritize and organize teams to remediate Default values in regulatory reports
ensure stubs records with real contract values vs default values are appropriately reflected on the regulatory reports
work with Global Reg Reporting to determine a risk appetite for defaults and synthetics
get RMRR confirmation
implement a governance process to monitor and escalate issues to prevent new defaults from being created
ensure requirements for Full Suite integration with GENESIS are adhered to with appropriate controls
partner with Finance leaders to develop intermediate and strategic inventory and governance around defaults and proxy values
reduce active representative values through the data demand process and Insight functionality
partner with technology leaders to prioritize and align technology roadmaps to process improvement plans for US and Local regulatory reporting

What we offer

best-in-class benefits
wellness programs
opportunity for growth and career development

Fulltime

Analyst I, Solution Success

eGain

Location:
United States, Sunnyvale

Category:
IT - Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 08, 2025

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:December 08, 2025

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