Banker Success Analyst

Houlihan Lokey • Chicago, IL

1d • $80,000 - $115,000

About The Position

The Banker Success Analyst is a trusted advisor to our bankers, responsible for building strong relationships while providing deep technical and product expertise. This role is a blend of strategic guidance and hands-on technical partnership, designed to ensure users / bankers achieve maximum value from HL OS. You will be the primary advocate for your assigned users, collaborating closely with Product, Engineering, and IT to drive adoption, retention, and growth.

Requirements

• 1-3 years of industry experience, with a preference towards customer success roles.
• A strong interest in operations, investment banking, accounting, or consulting experience is preferred.

Nice To Haves

• Strong financial and computer (Excel, Word, and PowerPoint) skills.
• Demonstrated ability to work cooperatively with all levels of staff.
• Strong analytical capabilities and excellent verbal and written communication skills.

Responsibilities

• Strategic Account Management: Develop and maintain long-term relationships with users, understanding their business goals to create and execute success plans that drive value.
• Technical Onboarding & Implementation: Lead the onboarding process, from initial implementation and configuration to training end-users, ensuring a smooth and successful deployment.
• Product Expertise & Adoption: Serve as a subject matter expert on the platform's features, integrations, and best practices. Proactively monitor customer usage to provide guidance that drives deeper product adoption.
• Proactive Engagement & Value Realization: Conduct regular business reviews, share best practices, and align on future goals. Proactively identify and mitigate any risks to customer satisfaction and retention.
• Customer Advocacy & Feedback: Be the voice of the customer internally. Gather, synthesize, and relay customer feedback to the Product and Engineering teams to help shape the product roadmap and improve the customer experience.
• Data Operations Support: Provide day to day support for the data operations team to clean and maintain company records.

Benefits

• Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation.
• Houlihan Lokey provides a competitive benefits package.
• Our current benefits offerings can be found here: 2026 Benefits
• We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees