Client Services Specialist

Business Unit:

Data Strategy Group

Industry:

No Industry



Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.



Overview / Scope

The Client Services Specialist is a trusted advisor to our bankers, responsible for building strong relationships while providing deep technical and product expertise. This role is a blend of strategic guidance and hands-on technical partnership, designed to ensure users / bankers achieve maximum value from HL OS. You will be the primary advocate for your assigned users, collaborating closely with Product, Engineering, and IT to drive adoption, retention, and growth.

Responsibilities

• Strategic Account Management: Design and own long-term strategic relationships with key users, deeply understanding their business goals to architect and execute success plans that drive significant value.
• Technical Onboarding & Implementation: Structure, design, and lead the entire onboarding process, from initial implementation and configuration to training end-users, ensuring a seamless and highly successful deployment.
• Product Expertise & Adoption: Act as a deep subject matter expert and thought leader on the platform's features, integrations, and best practices. Strategically analyse customer usage to provide proactive guidance that maximizes product adoption and value.
• Proactive Engagement & Value Realization: Lead and own regular strategic business reviews, define and share best practices, and set future goals with users. Proactively anticipate, identify, and mitigate any risks to customer satisfaction and retention.
• Customer Advocacy & Feedback: Champion the voice of the customer internally. Synthesize and translate complex customer feedback into strategic insights for the Product and Engineering teams to influence and shape the product roadmap.
• Data Operations Support: Oversee and provide guidance on day-to-day support for the data operations team to clean and maintain company records, identifying opportunities for process improvement.

Basic Qualifications

• 3-6 years of industry experience, preference towards client services / customer success roles.
• Financial operations, investment banking, accounting, or consulting experience is preferred.

Preferred Qualifications

• Strong financial and computer (Excel, Word, and PowerPoint) skills.
• Familiarity with AI tools.
• Demonstrated ability to work cooperatively with all levels of staff.
• Strong analytical capabilities and excellent verbal and written communication skills.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.



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