Client Success Associate - Credit

Third Bridge Group connects top investors and business leaders to insights that shape investment decisions. They are seeking a commercially driven Client Success Associate to manage and grow relationships with sophisticated Credit investors in the US market, focusing on activation, engagement, and revenue growth.ResponsibilitiesOwn activation and engagement KPIs across your assigned Credit book (CLOs, BDCs, private credit, leveraged finance, special situations)Execute structured outreach cadences to increase transcript usage and expert call volumeIdentify and source new expert call opportunities aligned to client mandatesProactively uncover new user and product opportunities within existing accountsDrive trial engagement and convert trial users into recurring, active usersMonitor account health metrics including activation, call activity, renewal risk, and revenue contributionPrepare targeted expert and transcript recommendations tied to client strategy and market developmentsLead client calls confidently, ask probing questions, and position solutions effectivelyCollaborate daily with your Account Manager and Project Managers to execute account growth plansMaintain disciplined CRM hygiene, activity reporting, and dashboard trackingOperate with urgency in a fast-paced, high-accountability environmentSkillsExperience in a client-facing, quota-bearing, or commercially accountable roleDemonstrated history of hitting performance targets in a structured environmentStrong verbal communicator comfortable leading client calls and asking thoughtful, commercial questionsCurious about credit markets and how investment teams generate alphaComfortable discussing emerging AI tools and how they impact investment research workflowsCurious about how technology is reshaping credit investing and willing to stay ahead of itComfortable engaging directly with Associates, VPs, and investment professionalsHighly organized with strong follow-through and personal accountabilityCommercially driven and motivated by measurable outcomesComfortable working with dashboards, CRM systems, and performance dataResilient, persistent, and energized by high standardsBenefitsVacation: 15 days (which increases to 20 days after 2 years of service) plus US HolidaysPersonal development allowance of $1,150 per yearA variety of insurance plans, including health coverage by Empire Blue Cross Blue ShieldMedical InsuranceDental insuranceVision planPersonal HSA (Health Saving Account)Medical FSA (Flexible Spending Account)401K matching up to 5% of your base salaryLife insuranceA long-term disability policyDependent care FSAPet insuranceWork from anywhere for one month per year2 annual volunteer days2 personal days when life throws you a curveballWeekly optional social gatheringsDaily breakfast and snacksSocial eventsCSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)Your chance to share your ideas for improvement through Hackathons and other eventsCompany OverviewThird Bridge Group is a global investment research firm that provides research services to private equity and hedge funds. It was founded in 2007, and is headquartered in London, England, GBR, with a workforce of 1001-5000 employees. Its website is https://www.thirdbridge.com/en.



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