Customer Success Analyst

This is a unique opportunity to join ListAlpha, a fast-growing software company in the private equity CRM market. We are looking for an ambitious Customer Success Analyst who wants to join a fast-growing and product-driven software business. Backed by a private equity fund, we are headquartered in London with a distributed team across Europe. We have very ambitious plans for the next five years and are focused on building a high-performing Customer Success team to ensure our clients receive timely help, clear guidance and real value from our product.

Responsibilities

• Build and maintain a library of reports and dashboards using Metabase and when necessary MongoDB query language (MQL), leveraging client data to provide actionable insights
• Analyse client-related data to generate actionable insights for the Customer Success team
• Ensure accuracy and clarity of reporting outputs, and assist in interpreting results for internal stakeholders
• Troubleshoot and resolve any issues that may arise from customers
• Use MS Excel for data cleaning, transformation, and formatting — including pivot tables, formulas, and charting
• Prepare data exports, summaries, and performance trackers as needed by the Customer Success Team
• Structuring raw client data into usable formats for reporting and CRM input
• Input, update, and manage customer data within the CRM system in accordance with client requests

Experience

• 3+ years of experience in a customer support, operations, or analyst role
• Strong proficiency in Microsoft Excel — including pivot tables, lookups, and advanced formulas
• 2+ years of experience with MongoDB / SQL is a strong preference
• Experience with building reports and dashboards using Metabase or similar BI tools
• Familiarity with using a CRM system (e.g., DealCoud, Salesforce, Attio)

• English level — Advanced or higher

   

Personal Qualities

• Strong attention to detail — you’ll be working with data that directly supports high-level decisions
• Analytical mindset — naturally curious, eager to find patterns and solve problems with data
• Reliable and proactive — able to manage your own time, meet deadlines, and take initiative
• Clear communicator — especially when explaining data and logic to non-technical teammates

• Structured and organised — someone who thrives in a fast-paced, evolving environment

   

Why Join Us

• Be part of a high-growth startup reshaping how private equity professionals work with data
• Work alongside a team of ex-investment professionals and operators
• Competitive compensation and benefits
• Clear path for growth into senior data, analytics, or operations roles as we scale
• Work with leading private market investors across the globe