Client Success Analyst

Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas. 

The opportunity is huge. The global alternative investments industry was worth an estimated $16.8T at the end of 2023, and is forecast to grow to $29.2T by 2029. However the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain. 

Opto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.

Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.

Up for the challenge? Come join us.

About the Role

As the first Client Success Analyst at Opto, you are responsible for owning communication and collaboration of our clients in our software products. In this role, you will be supporting our Diligence AI tooling as we onboard new clients and be a key part of client adoption of software. Diligence AI is a toolkit built by Opto to allow allocators to unlock scale and efficiency with their manager diligence processes. 

Your day-to-day will include:

• Working directly with our Diligence AI go to market team to support firms leveraging the toolkit on a daily basis.
• Supporting new clients across core client success workflows, from onboarding firms and their data to answering questions and working alongside teams to deepen relationships. 
• Become a product expert that has comfort in ambiguity, partnering with clients to connect their desired goals with direct software usage. 
• Partnering with Product teams to refine software use cases from client feedback as well as internal workflows.
• Coordinating with internal teams to ensure client needs are addressed quickly and effectively.

About You

Required Skills

• Strong organization skills and attention to detail 
• Ownership in work product
• Quantitative and qualitative analysis skills
• Ability to quickly learn and adapt to new technologies and workflows
• Comfort with ambiguity 
• Excellent communication skills and grace under pressure 

Background

• 4 year degree in business, finance, economics or related field (or equivalent work experience)
• Experience in the fintech space, preferably having worked at a technology startup and/or a deep understanding of the private markets ecosystem
• Experience in a client facing role
• Base familiarity with building AI solutions or experimentation with AI applications such as ChatGPT, Claude
• Bonus: Experience coding with Python and/or JavaScript
• Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

How to Apply

Please fill out the required fields below, and attach a Resume and Cover Letter. Why a Cover Letter? We receive a high volume of applicants, and we have real humans that read each and every resume. We encourage you to use creativity in your cover letter and speak directly to why you want to join our team!

We will review your resume in as timely a manner as we are able to, so kindly refrain from reaching out to hiring manager or other Opto team members via email or linkedin, as this won't improve or fast track your application.

Compensation and Benefits

Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.

The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $80,000-$90,000 dependent on skills, experience and expected contribution. 

All full time employees at Opto enjoy:

• Significant equity
• Health, dental, and vision insurance
• Unlimited PTO
• Retirement savings plan (401k)
• Learning, Fitness and Commuter stipends
• Paid Holidays

This position is based primarily onsite in either our San Francisco or New York City offices. 

At this time, Opto can only hire candidates who reside in the following states:
California, Colorado, Florida, Idaho, Illinois, Maine, Maryland, Nevada, New Jersey, New York, North Carolina, North Dakota, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, and Washington.

If you do not currently live in one of these states, you must relocate to an approved state or have a confirmed address there prior to your start date.