Client Success Analyst Client Success Analyst …

IHS Markit
in Boulder, CO, United States
Permanent, Full time
Be the first to apply
IHS Markit
in Boulder, CO, United States
Permanent, Full time
Be the first to apply
Client Success Analyst
Product - Equity/Wealth Management

In this position, you will serve our extensive client base to deliver superior service with the onboarding and continuous support of the below Capital Markets applications in connection with the new issuance process:
  • Equity Bookbuild - A comprehensive application used by investment banks to manage all facets of the new issuance process, including but not limited to, deal creation, institutional bookbuilding, regulatory reporting, pricing, and analytics
  • Wealth Management /Directed Share Program - Applications dedicated to the order and allocation process for wealth management networks and company directed programs

Client Success Analysts play a significant role in ensuring success of the aforementioned applications, through the management of the below responsibilities:

Core Responsibilities:
  • Serve as a direct conduit for all sell-side banks, across all facets of client service and application support
  • Monitor all client inbound requests via our case management email system and telephony hotlines to address deals and support requests in a timely manner, in coordination with the global support team (US, EMEA and HK)
  • Proactively monitor live transactions to ensure application operability and user success
  • Provide outstanding client service by assisting clients with deal management, service interruptions and/or production issues, user training, and general application usage
  • Host client meetings to assist with training, product demos, and transactional support
  • Produce scheduled and/or ad-hoc reporting deliverables in a timely and accurate fashion
  • Partner with in-house Product Specialists to share client feedback and understand strategic roadmaps
  • Partner with in-house Professional Services with client onboarding events to ensure proper training, user access, and testing of production environments
  • Compile daily operational reports to communicate the health of the business (i.e., volumes, risk exposure) to management
  • Assist with regular usage audits to help identify opportunities and drive product adoption

Personal Competencies:
  • BA/BS degree and/or equivalent related work experience
  • Proficient in MS Office Suite, and a strong knowledge of internet applications
  • Interest in the Capital Markets and the financial markets
  • Excellent written and verbal communication skills, with the ability to cater styles to all levels of management and clientele
  • Exceptional interpersonal skills that incites healthy dialogue and trusted client relationships
  • Good organizational and time-management skills to adhere to deadlines and deliverables
  • Ability to work independently while still interacting within an integrated team structure


IHS Markit is committed to providing equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by the laws and regulations in any of our locations.

We are proud to provide reasonable accommodations to applicants with disabilities. If you are interested in applying for employment with IHS Markit and need special assistance or an accommodation to use our website or to apply for a position, please  contact  or call +1 212 849 0399. Determination on requests for reasonable accommodation are considered on a case-by-case basis. This contact information (email and phone) is intended for application assistance and accommodation requests only.  We are unable to accept resumes or provide information about application status through the phone number or email address above. Resumes are only accepted through the online application process, and only qualified candidates will receive consideration and follow-up.

IHS Markit maintains a substance-free workplace. In addition, in the United States, we perform pre-employment drug testing and are required as a federal contractor to participate in the E-Verify Program to confirm eligibility to work.

For information please click on the following links:
IHS Markit Business Code of Conduct
Right to Work
EEO is the Law
EEO is the Law Supplement
Pay Transparency Statement


Current Colleagues If you are currently employed by IHS Markit, please apply internally via the Workday internal careers site.