Client Success Analyst
Core
Guide institutional investors and investment managers through onboarding, platform configuration, and ESG data collection to support sustainability reporting and portfolio insights.
Role type
Senior Client Success Analyst (ESG/Sustainability)
Builds
Dasseti's ESG data platform and reporting workflows
Domain
Fintech / Sustainable Finance / ESG Data
Required skills
Client onboarding and adoption, ESG frameworks (TCFD, SFDR, EDCI, PCAF), Data incident investigation, Root cause analysis, Advanced Excel, Stakeholder management
Preferred skills
Power BI, Industry classification systems (NACE, GICS), CFA Certificate in ESG Investing
Technologies
Dasseti platform, Microsoft Excel, Power BI
Responsibilities
Configure end-to-end workflows for entity management and data analytics, Advise clients on ESG framework alignment, Resolve data incidents via system logs and audit trails, Manage client health and identify expansion opportunities
Seniority
Mid-Senior, hands-on IC