Investment Analyst

Join a scaling, tight-knit team that’s working directly with innovative talent acquisition teams and thought leaders across various industries and geographies to make hiring a strategic advantage for their organizations. You'll serve as an advisor to our customers and take a consultative approach to ensure customers are setup for long-term success as high performing hiring organizations using the Lever product suite.

As a member of our Customer Advocacy team, you will be our customers biggest champion and make their voice heard in everything we do- the problems we help solve, the solutions we build and the consultation we deliver. You will do that by building trusting partnerships with our customers and consistently empowering them to achieve their ongoing talent goals with Lever. We advocate for our customers by working across Lever to deliver solutions and share our learnings internally to help shape our products.

We are looking for someone who is experienced in building lasting customer relationships and is passionate about making meaningful contributions to our customer’s success. The ideal candidate would have 3 years or more of customer facing experience in a similar role e.g., relationship management, consulting, etc. Ideally, this experience would be in a high velocity B2B SaaS environment and/or prior experience with HR/Recruiting solutions. Don’t be mistaken, this is a challenging career path but also highly rewarding. Are you up for the challenge? If so, stop reading and start applying. h

WITHIN 1 MONTH, YOU'LL...

• Attend Ramp Camp, which is Lever’s week-long version of onboarding where you’ll learn about all aspects of the business with a cross-functional group of new Leveroos
• Master Lever’s various product training demo frameworks, customized for various customer stakeholders, demonstrated by hosting sessions independently
• On a regular basis Conduct customer check-ins including planning agendas, documenting interactions and tracking various projects. Also on a regular basis, prepare impact reviews and present to customers in order to achieve alignment with customers and showcase the value Lever with bring to their talent strategy. Frequency is dependent upon the specific customer need as well as their preferred service offerings.
• Perform and document account health audits in preparation to communicate recommendations back to customers to ensure they're maximizing Lever's impact
• Develop proficiency in collecting ongoing customer product feedback to establish an effective feedback loop for customer needs and our product development strategy
• Learn to communicate the product road map and new product releases/updates to customers
• Learn about the software and sources of information CSMs use regularly to work with customers
• Learn the escalation path to appropriately handle support issues and customer concerns
  
  

WITHIN 3 MONTHS, YOU'LL...

• Take ownership of a customer portfolio of a variety of accounts across industries, product offerings and customer segments; begin developing these relationships through email, phone and video calls, webinar trainings, and in-person visitsIdentify the current hiring practices and internal business goals of your customer accountsSuccessfully complete certification for the following areas: Product, Reports & Lever Talent Intelligence (LTI)Shadow five Customer Account Executive (CAE) renewal calls to build an understanding of how to best partner on annual renewals, account expansion, and upsell engagement by the CAE teamTeach customers best practices for using the Lever product suite through webinars and targeted training sessionsBegin pulling user metrics and issue quarterly business reviews to existing customers in order to show customers their areas of excellence and their areas of development in fully leveraging their host of Lever productsEducate customers on the value they are receiving from Lever’s products and why the solutions we provide are essential to their continued recruitment and hiring successesTake a disciplined approach to the prioritization of your workload and delivering on commitments, in order to build rapport and trust in your customer relationship Build credibility and trust with our customers by taking a disciplined approach to project management within your accounts and prioritization of your workload in order to deliver on your commitments and meet deadlines.Partner cross-functionally with Sales and Customer Success functions to ensure a smooth transition from customer onboarding through the annual renewal cycle; serving as the constant point of contact in order to deliver a seamless, high-quality customer experienceBe proactive in strategic planning; deliver value-based messaging to motivate customer actions and continuously plot the course for strong cases for customer renewalsTransition into owning the customer introduction to the Customer Account Executive 90 days prior to the account renewal date
  
  

WITHIN 6 MONTHS, YOU'LL...

• Utilizing agreed-upon milestones and metrics, you’ll keep customers on course to execute on the success of their plans with Lever.Provide feedback for process improvements whifmsdnfds
• ch improves our abilities to better serve both external and internal customersHave the confidence to advise, influence, and help them on best practices and strategic recommendations to align Lever’s products and solutions to the achievement of these goalsIdentify our champions within your assigned accounts; ensure customer achievements are highlighted to our internal partners such as marketing in order to communicate those successes externallyGet involved in hiring and growing the team by helping to interview candidatesAdvocate internally for the customer’s needs and develop strong feedback loops within Lever, to continue our customer-centric focus with our products and servicesConfidently handle high-stakes, time sensitive issues with customersEnsure Lever’s success based on the customers specific business case across a 12-month account lifecycleIdentify growth opportunities in customer accounts and collaborate with Customer Account Executives to ensure renewal and upsell attainmentHelp train new Customer Success Managers by participating in team on-boarding sessions
  
  

WITHIN 12 MONTHS, YOU'LL...

• Take a methodical approach to strategic planning in each of your owned accounts; plotting out a 6- 12 month roadmap which continuously progresses the customer towards their specific platform goals and overall success with Lever
• Facilitate quarterly discovery conversation and perform account health checks to proactively identify opportunities to increase the value add of Lever offerings and advocate to expand the footprint of Lever within your owned customers’ business
• Leverage the Customer Success Manager competency leveling guide and partner with your manager to create a career development path to help you progress to Senior and then Strategic CSM.
  
  

IS THIS ROLE NOT AN EXACT FIT?

• Sign up to stay in touch, we’ll let you know when we have new positions on the team.
  
  

THE LEVER STORY

• Lever builds modern recruiting software for teams to source, interview, and hire top talent. Our team strives to set a new bar for enterprise software with modern, well-designed, real-time apps. We participated in Y Combinator in summer 2012, and since then have raised $73 million. As the applicant tracking system of choice for Netflix, Eventbrite, ClearSlide, change.org, and thousands more leading companies, Lever means you hire the best by hiring together.
  
  

We are proud to be an equal opportunity workplace committed to building a team culture that celebrates diversity and inclusion. Take an inside look into life at Lever.