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Client Engagement Associate

Valitana LLC

Stamford, CT

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Asset Management, Best Practices, Brokerage, Communication Skills, Cross-Selling, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Customer/Client Research, Data Analysis, Detail Oriented, Finance, Financial Analysis, Hedge Funds, Insurance, Investment Management, Leading Edge Technology, Microsoft Excel, Operational Improvement, Operational Strategy, Organizational Skills, Presentation/Verbal Skills, Product Engineering, Revenue Growth, Sales Management, Sales Prospecting, Salesforce.com, Software as a Service (SaaS), Trend Analysis, Up-Selling, Vlookups, Willing to Travel, Writing Skills
LOCATION
Stamford, CT
POSTED
30+ days ago
About Valitana

Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.

Position Overview

Valitana is seeking a Client Engagement Associate to build and maintain strong relationships with our clients, ensuring they continuously derive value from Valitana's platforms. This role is ideal for a detail-oriented, client-focused professional with excellent communication skills who is eager to work at the intersection of financial technology and customer success.

The individual in this role will develop a deep familiarity with Valitana's platforms and engage with current and prospective clients on their usage of Valitana products. They will serve as a key point of contact for clients, gathering and analyzing feedback, driving retention, and identifying opportunities to expand platform adoption. This is a high-visibility role with direct impact on client satisfaction and revenue growth.

Responsibilities
  • Build and maintain strong, long-term relationships with clients across Valitana's platform user base.
  • Communicate with all clients on a recurring basis to assess satisfaction, gather feedback, and ensure continued platform engagement.
  • Drive client retention efforts, track NPS scores, and identify upselling and cross-selling opportunities for existing clients.
  • Analyze client feedback to surface trends and develop actionable recommendations for improving the client experience.
  • Guide Valitana users through best practices and platform features to help them better leverage Valitana's offerings.
  • Collaborate with internal product and engineering teams to relay client needs and advocate for product improvements.
  • Maintain accurate and up-to-date records of client interactions, feedback, and engagement status.
  • Support travel to client meetings or work-related events as needed (up to 10%).
Qualifications
  • 2–4 years of experience in client engagement, customer success, account management, or a related field.
  • Bachelor's degree in Finance, Business, Communications, or a related field.
  • Strong organizational skills with a keen attention to detail and the ability to manage multiple client relationships simultaneously.
  • Excellent written and verbal communication skills, with the ability to engage professionally with institutional clients.
  • Demonstrated ability to analyze data and translate customer feedback into meaningful insights.
  • Ability to quickly understand and articulate new financial and technical concepts.
  • Proficiency in Microsoft Excel at an intermediate level (e.g., VLOOKUP, XLOOKUP).
  • Preferred: general familiarity with financial concepts across multiple asset classes.
  • Preferred: experience working within a SaaS environment.
  • Preferred: proficiency in Salesforce or similar CRM platforms.

What We Offer

Base salary range for this role is $85,000–$105,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, and telemedicine, and PTO.

Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday.

Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
 

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Valitana LLC

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