Description review
Associate Analyst - Remote
Termgrid Inc. · India · back to the listing
HR standards
56/100
needs work
Title ↔ description
26/100
poor
Reads as
Customer Success Manager
99% confident
What this role officially is
client relations manager — ESCO, the EU occupation classification
Client relations managers act as the middle person between a company and its customers. They ensure that the customers are satisfied by providing them with guidance and explanation on their accounts and services received by the company. They also have possible other tasks such as developing plans or delivering proposals.
Also known as: customer service executive, client service manager, client relationship manager, customer service representative, consumer relations manager, client manager
How others title the same work
Large employers
- Customer Solutions Manager, EDU & SLG Western Region - CSM Amazon.com
- Technical Account Manager, Newspack Automattic
- Customer Success - Team Manager Canonical
- Enterprise Customer Success Manager (Japanese speaker) Canonical
- Graduate Customer Success Manager Canonical
Startups
- Manager / Director of Customer Success Craniometrix
- Founding GTM - Deployment Strategist Credal.ai
- Deployment Strategist (Munich Office) Dataleap
- Founding Customer Success Manager Clicks Health
- Founding Deployment Strategist Closure
What the listing never says
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
- No location or timezone policy stated, so a candidate cannot tell where they may work from. Scope clarity
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
Termgrid is rewriting the rules of private capital markets. We built the category-defining operating system for deal professionals — the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage every stage of their financing workflows.
Founded in 2019 by Dipish Rai (Harvard MBA, IIT, Columbia; ex-Providence Equity) and Vishal Singh (Columbia MS CS; ex-CTO Link3D, acquired by Nasdaq: MTLS), Termgrid has achieved what few fintech companies dream of: 4 of the top 5 global private equity firms trust us as their core technology partner. 1600+ institutions. 30,000+ professionals.
We've been named New Solution Provider of the Year at the PE Wire US Awards 2024, Secure Workflow Management Provider of the Year at the PE Wire US Awards 2025, and shortlisted for the PE Wire EU Awards 2026 and The Drawdown Awards 2025. This isn't a company finding its footing — this is a rocket that has already cleared the launchpad.
The $1.7 trillion private credit market is growing at breakneck speed. Every billion-dollar deal, every GP-LP relationship, every leveraged buyout in the pipeline is moving through workflows that were built for a different era. Termgrid is the platform that changes all of that — and we're just getting started.
What You’ll Do
• Global Client Support: Work as part of the Professional Services organization to support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
• Portfolio Management: Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform. Coordinate and oversee the data ingestion process to ensure smooth onboarding and updates.
• Client Insights & Reporting: Contribute to Quarterly Business Reviews (QBRs) by providing insights on client usage patterns, engagement metrics, and key feedback.
• Client Relationship Management: Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
• Knowledge Management: Develop, maintain, and update internal and external knowledge base articles to enhance client enablement and internal operational efficiency.
• Cross-functional Collaboration: Partner closely with Product and Engineering teams to communicate client needs, provide feedback, and contribute to ongoing product enhancements.
What We’re Looking For
• A solid academic background with a degree in finance, business, economics, or a related field.
• 4-8 years of experience in leveraged finance, investment banking, capital market or private equity firm or similar domain.
• You are passionate about delivering exceptional customer experiences and thrive on receiving a "wow" response from clients.
• Your attention to detail is outstanding; our clients are sophisticated investors, and building their trust is essential.
• You have a solid understanding of corporate and leveraged finance; terms like "term loan," "syndications," and "capital structure" resonate with you.
• You are systematic and methodical, consistently meeting your commitments and quickly identifying business opportunities.
• You have strong prioritization skills and can work across various time zones (US, EU, and Asia).
Originally posted on Himalayas
Founded in 2019 by Dipish Rai (Harvard MBA, IIT, Columbia; ex-Providence Equity) and Vishal Singh (Columbia MS CS; ex-CTO Link3D, acquired by Nasdaq: MTLS), Termgrid has achieved what few fintech companies dream of: 4 of the top 5 global private equity firms trust us as their core technology partner. 1600+ institutions. 30,000+ professionals.
We've been named New Solution Provider of the Year at the PE Wire US Awards 2024, Secure Workflow Management Provider of the Year at the PE Wire US Awards 2025, and shortlisted for the PE Wire EU Awards 2026 and The Drawdown Awards 2025. This isn't a company finding its footing — this is a rocket that has already cleared the launchpad.
The $1.7 trillion private credit market is growing at breakneck speed. Every billion-dollar deal, every GP-LP relationship, every leveraged buyout in the pipeline is moving through workflows that were built for a different era. Termgrid is the platform that changes all of that — and we're just getting started.
What You’ll Do
• Global Client Support: Work as part of the Professional Services organization to support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
• Portfolio Management: Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform. Coordinate and oversee the data ingestion process to ensure smooth onboarding and updates.
• Client Insights & Reporting: Contribute to Quarterly Business Reviews (QBRs) by providing insights on client usage patterns, engagement metrics, and key feedback.
• Client Relationship Management: Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
• Knowledge Management: Develop, maintain, and update internal and external knowledge base articles to enhance client enablement and internal operational efficiency.
• Cross-functional Collaboration: Partner closely with Product and Engineering teams to communicate client needs, provide feedback, and contribute to ongoing product enhancements.
What We’re Looking For
• A solid academic background with a degree in finance, business, economics, or a related field.
• 4-8 years of experience in leveraged finance, investment banking, capital market or private equity firm or similar domain.
• You are passionate about delivering exceptional customer experiences and thrive on receiving a "wow" response from clients.
• Your attention to detail is outstanding; our clients are sophisticated investors, and building their trust is essential.
• You have a solid understanding of corporate and leveraged finance; terms like "term loan," "syndications," and "capital structure" resonate with you.
• You are systematic and methodical, consistently meeting your commitments and quickly identifying business opportunities.
• You have strong prioritization skills and can work across various time zones (US, EU, and Asia).
Originally posted on Himalayas