DiligenceVault

Customer Success Manager

• Manage day-to-day communications with clients
• Partner with Product and Engineering teams on client implementations and in relaying client suggestions and feedback.
• Oversee the onboarding of new accounts & ensure smooth and successful implementation.
• Proactively anticipate client issues by identifying patterns and common concerns.
• Prioritize and troubleshoot issues as they arise, performing basic root cause analysis and driving resolution.
• Own the renewal process and collaborate with the Account Management team on upsell opportunities.
• Demonstrate a willingness to learn the DiligenceVault platform and become a subject matter expert on its functionalities.
• Conduct client webinars and user training sessions, showcasing platform functionality in a clear, efficient, and engaging manner.
• Help develop and maintain the company’s knowledge base and product updates.
• Liaise between Sales and Product teams to support the delivery of new modules and functionalities.
• Serve as the client’s main point of contact and work collaboratively with the Global Client Success team to ensure strong cross-functional coordination across Sales, Marketing, and Product teams.

Technical Client Success Manager

Full-stack Engineer

• Build and enhance features across the full stack from frontend UI (Angular/Vue.js) to backend APIs and Python services.
• Collaborate with product, design, and engineering teams to plan, build, and ship high-quality software.
• Write scalable, secure, and maintainable code for AI-driven fintech applications.
• Contribute to system design, architecture decisions, and DevOps pipeline improvements.
• Troubleshoot production issues, optimize performance, and write unit and integration tests.
• Take ownership of features end-to-end and continuously improve user experience, reliability, and code quality.

Full Stack Engineer

Product Designer

• Partner with Product Managers to turn user needs and AI capabilities into actionable design hypotheses.
• Craft intuitive interfaces for generative AI and automation features, focusing heavily on user trust, explainability, and feedback loops.
• Break away from traditional linear navigation to design smart, context-aware interfaces where the UX adapts dynamically to user intent and AI suggestions.
• Focus on designing high-density, data-rich desktop experiences optimized for deep work and complex decision-making.
• Translate requirements into user flows, wireframes, and interactive prototypes that account for dynamic content and non-deterministic AI outcomes.
• Conduct user tests to validate ideas—specifically looking at how users interact with automated suggestions versus manual inputs.
• Thrive in a startup environment where you are encouraged to take risks and champion new ideas in human-computer interaction.

• Lead implementations for new institutional clients and tailor configurations to complex diligence use cases
• Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes
• Become a subject-matter expert on DiligenceVault capabilities including RFP, DDQ, and workflow automation
• Advise clients on API integrations and data connectivity
• Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities
• Translate client feedback into actionable insights for our Product and Engineering teams
• Deliver webinars, training, and best-practice sessions to promote adoption and community engagement

Technical Client Success Associate

• Lead implementations for new institutional clients and tailor configurations to complex diligence use cases.
• Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
• Become a subject-matter expert on DiligenceVault capabilities including RFP, DDQ, and workflow automation.
• Advise clients on API integrations and data connectivity.
• Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities.
• Translate client feedback into actionable insights for Product and Engineering teams.
• Deliver webinars, training, and best-practice sessions to promote adoption and community engagement.

Client Success Associate

• Manage day-to-day client communication across APAC
• Lead onboarding and implementation for new clients
• Drive adoption of our AI-powered SaaS platform
• Identify issues using client data and feedback
• Prioritise and resolve client queries and incidents
• Collaborate with Product and Engineering on client needs
• Deliver product training, demos and webinars
• Maintain client documentation and knowledge base content
• Partner with Sales on expansions and new modules
• Own renewals and ensure high client satisfaction
• Attend client meetings, conferences and industry events

• Lead implementations for new institutional clients and tailor configurations to complex diligence use cases.
• Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
• Become a subject-matter expert on DiligenceVault capabilities including RFP, DDQ, and workflow automation.
• Advise clients on API integrations and data connectivity.
• Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities.
• Translate client feedback into actionable insights for our Product and Engineering teams.
• Deliver webinars, training, and best-practice sessions to promote adoption and community engagement.