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.
Responsibilities
- Own 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 volume
- Identify and source new expert call opportunities aligned to client mandates
- Proactively uncover new user and product opportunities within existing accounts
- Drive trial engagement and convert trial users into recurring, active users
- Monitor account health metrics including activation, call activity, renewal risk, and revenue contribution
- Prepare targeted expert and transcript recommendations tied to client strategy and market developments
- Lead client calls confidently, ask probing questions, and position solutions effectively
- Collaborate daily with your Account Manager and Project Managers to execute account growth plans
- Maintain disciplined CRM hygiene, activity reporting, and dashboard tracking
- Operate with urgency in a fast-paced, high-accountability environment
Skills
- Experience in a client-facing, quota-bearing, or commercially accountable role
- Demonstrated history of hitting performance targets in a structured environment
- Strong verbal communicator comfortable leading client calls and asking thoughtful, commercial questions
- Curious about credit markets and how investment teams generate alpha
- Comfortable discussing emerging AI tools and how they impact investment research workflows
- Curious about how technology is reshaping credit investing and willing to stay ahead of it
- Comfortable engaging directly with Associates, VPs, and investment professionals
- Highly organized with strong follow-through and personal accountability
- Commercially driven and motivated by measurable outcomes
- Comfortable working with dashboards, CRM systems, and performance data
- Resilient, persistent, and energized by high standards
Benefits
- Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays
- Personal development allowance of $1,150 per year
- A variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield
- Medical Insurance
- Dental insurance
- Vision plan
- Personal HSA (Health Saving Account)
- Medical FSA (Flexible Spending Account)
- 401K matching up to 5% of your base salary
- Life insurance
- A long-term disability policy
- Dependent care FSA
- Pet insurance
- Work from anywhere for one month per year
- 2 annual volunteer days
- 2 personal days when life throws you a curveball
- Weekly optional social gatherings
- Daily breakfast and snacks
- Social events
- CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)
- Your chance to share your ideas for improvement through Hackathons and other events
Company Overview
- Third 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.