Client Service Operations Analyst (NYC/MIA)

Position Overview

FINSIGHT creates high-reliability financial technology that offers unparalleled visibility and actionable insights into capital markets. Headquartered in New York City with offices worldwide, our solutions streamline workflows for hundreds of billions of dollars in financial transactions annually. As a Client Service Operations Analyst specializing in our Virtual Data Room and Market Data products, you will work closely with clients and internal teams to ensure service excellence, troubleshoot software issues, support client onboarding, and maintain operational procedures.

Location: New York City (Midtown Manhattan) and Miami (Waterford Business District)

Schedule: 9:00AM to 6:00PM ET or 10:00AM to 7:00PM ET, Monday to Friday

Compensation: New York City: $66,300+ annually; Miami: $50,000+ annually; End of Year Discretionary Bonus

Job Type: Full-time | Pay: From $50,000.00 per year | Work Location: In person

Key Responsibilities

• Provide best-in-class phone, email, and live chat service for Virtual Data Room and Market Data products (including DealVDR, 17g5, and CreditFlow Research) in a fast-paced environment.
• Troubleshoot software-related IT issues and collaborate with the technical team to resolve client-reported concerns efficiently.
• Migrate new client business from competing software platforms to our proprietary systems.
• Manage the full subscription lifecycle for CreditFlow Research, including processing new subscription requests and maintaining the existing global user base.
• Facilitate communication among internal and external stakeholders.
• Perform industry research, data entry, and data verification.
• Onboard clients and deliver product training, regularly soliciting and communicating client feedback internally.
• Conduct application testing and quality assurance to identify and report any issues or bugs.
• Prepare and maintain operational procedures to support service excellence.

Required Qualifications

• 1–2 years of experience in a client-facing or professional services role.
• Adept with computers and software applications, including Microsoft Office and Google Workspace.
• Proficiency in advanced online research techniques for locating, analyzing, and verifying information.
• Exceptional interpersonal and customer service skills with a demonstrated ability to exceed client expectations.
• Strong critical thinking and problem-solving skills to analyze complex client inquiries.
• High attention to detail paired with solid project management and time management skills.
• Proactive, solutions-oriented mindset with the ability to navigate challenges independently.
• Excellent written and verbal communication skills.
• Positive attitude, coachability, and a track record of reliability and professionalism.

Benefits & Perks

• Health insurance
• Dental insurance
• Life insurance
• Vision insurance
• 401(k)
• 3 weeks of paid vacation
• Fully stocked snack room
• In-office position