Client Success Analyst​/Senior Analyst; Product- Digital

Overview

Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise into timely recommendations - delivered right where teams work. The result: confident decisions, stronger customer relationships, and lasting, profitable growth. Curinos operates under a hybrid modality and has office locations in New York, Chicago, Boston, Toronto, and London.

This role is fully remote based in the United States or hybrid in the Greater New York, Chicago, or Boston metropolitan areas.

Curinos is currently seeking a Client Success Analyst / Senior Analyst to support our clients achieve their digital priorities, roadmap and research goals. You will support them in using Curinos’ Digital Banking Analyzer platform, which provides regularly updated visuals and market-leading analysis of the digital banking arena. The platform provides access to unique customer journeys across extensive brands in the United States, United Kingdom and anywhere else financial institutions are accelerating their digital developments.

Our team of analysts provide market-leading insights into the latest developments to help shape our clients’ digital roadmaps. We are seeking a motivated, detail-oriented Client Success Analyst / Senior Analyst to join our team. This role is ideal for a self-starter who takes initiative, proactively engages with clients, and consistently follows through on deliverables. You will play a key role in delivering user insights and value, while collaborating across the Curinos teams.

• Partner with Client Success Senior Manager, Product Analysts and General Manager to support day-to-day client activities and deliverables including monitoring support inbox.
• Ensure intake, logging, allocation, and resolution of client requests is completed in collaboration with product delivery team.
• Monitor client health score metrics and proactively identify renewal risks and opportunities for clients.
• Assist in preparing for client kick-off and scheduled meetings, including presentation decks and recording meeting notes.
• Set up and maintain user access and profiles – adding, deactivating, updating profiles.
• Set up and maintain user engagement contract strategy and outreach programs.
• Analyze client usage data to identify trends, gaps, and opportunities to engage with clients.
• Build and maintain Pendo dashboards and recurring reports on key success metrics.
• Translate data insights into actionable recommendations for Commercial and Product teams and clients.
• Ensure data accuracy and integrity across client accounts.
• Support the development and optimization of Client Success processes and workflows.
• Maintain documentation for best practices, playbooks, and standard operating procedures.
• Assist with system updates, data hygiene, and tracking activities in Salesforce, JIRA, Excel.
• Create and edit product training video content for internal and end-user client training.
• Work closely with Commercial, Product, Marketing, and Technology teams to address client needs.
• Escalate client issues and coordinate resolution across internal stakeholders.
• Share client feedback and insights to inform product development and strategy.
• Support renewal and expansion efforts by monitoring platform usage and with proactive client outreach.
• Track key milestones, sales expansion opportunities, and success criteria for client accounts.

Salary Range: $75,000-$85,000 (plus bonus)

• Understanding and knowledge of digital banking.
• Demonstrate strong interpersonal and communication skills, both verbal and written.
• Ability to lead meetings with small to mid-size financial institutions.
• Identify opportunities for automation and operational efficiencies.
• Be curious and able to apply data analysis, structure and logic to break down and resolve problems.
• Embrace multitasking, proactive outreach and ability to take on responsibility to get things done.
• Display commitment to diversity and empathy for internal and client teams.
• Numeracy, commercial awareness, video editing skills, and experience in JIRA, Pendo, and…