Client Solutions - Analyst/Associate

Job Posted 24 Days Ago Reposted 24 Days Ago
New York City, NY
Hybrid
75K-90K Annually
Junior
Fintech • Financial Services
Leading FinTech Company for Trade Finance & Working Capital
The Role
The Client Solutions Analyst/Associate will onboard clients, support deal execution, lead product demos, forecast revenue, and manage product implementations.
Summary Generated by Built In

Job Overview:  LiquidX is looking for a motivated and detail-oriented Client Solutions, Analyst/Associate to join our team. The ideal candidate will have a passion for developing and optimizing business processes, manage operational activities, and collaborate across multiple teams to drive efficiency and enhance client experience.

Key Responsibilities:

  • Onboard new clients which include Large Cap companies (Fortune 500), the world’s largest banks, asset managers, hedge funds, and other institutional investors
  • Support deal origination and execution
  • Lead product demonstrations for prospective FI clients as well as the corporate clients of existing FI clients
  • Establish operating processes for new and existing business opportunities.
  • Forecast revenue across the client base
  • Receive product feedback from clients and work with Product teams to implement platform enhancements
  • Manage product implementations for new and/or existing FI clients

Key Qualifications:

  • Education: Bachelor’s degree in Business, Finance, or a related field
  • Experience: 1-3 years of experience in a client-focused role. Experience in trade finance, treasury/payments, tech, or SaaS environments is a plus.

 Skills:

  • Strong analytical and problem-solving skills
  • Proficiency in data analysis tools
  • Excellent communication skills, both written and verbal.
  • Ability to collaborate effectively across teams and manage competing priorities.
  • A bias for action
  • Strong attention to detail
  • Ability to handle multiple tasks in parallel.

Salary Range: $75,000 - $90,000, plus Annual Bonus

Top Skills

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The Company
0 Employees
Hybrid Workplace
Year Founded: 2016

What We Do

A leading global technology company, LiquidX enables finance professionals to transact more efficiently by digitizing their trade finance and working capital management. Headquartered in New York with offices across the globe, we deliver the industry-leading ecosystem for working capital optimization to our diverse network of global participants including corporations, banks and institutional investors. LiquidX’s technology greatly enhances transparency, reporting, and forecasting for financial professionals.

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