{"id":3824298,"url":"https://alion.io/job/allocator-one-customer-success-associate","title":"Customer Success Associate","company":{"id":669881,"name":"Allocator One","domain":"allocator.one","url":"https://alion.io/company/allocator","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"BambooHR","truth_index":{"grade":"B","score":75,"open_postings":3,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-07T05:47:08Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Somerset West, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-05T17:59:48Z","employer_posted_date":"2026-11-05","last_verified_at":"2026-11-07T05:45:43Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"About Allocator\nAllocator is a software and data-as-a-service company providing integrated data management solutions to the alternative investments industry. We champion the pursuit of clarity, opportunity and efficiency for capital allocators around the world, and are fast becoming the innovation partner of choice for the world's leading investment offices. We help private market investors transform their investment operations and research processes through a world-class data and analytics platform that powers their investment decisions.\nAt Allocator, our people and culture sit at the heart of our success - driven by excellence, inclusion and a sense of fun. We work collaboratively, diligently, and with the kind of agility a fast-growing company demands. We're always looking for sharp, ambitious people to help us build the next generation of data and software for the alternative investment industry.\n\nAbout the Role\nCustomer Success at Allocator is how we keep our institutional clients getting more value from the platform every quarter - and fund data sits at the heart of that promise. As a Customer Success Associate, your primary remit is manager relations: you're the first point of contact for the hedge funds and general partners who submit data to Allocator, and the analytical engine that ensures the data is complete, timely and accurate enough for our institutional clients to make decisions on.\nIt's a hybrid role that mixes relationship management with data analysis. Some days you're on a call unblocking a stalled report from a GP. Other days you're buried in an exception report tracing where a pattern is coming from, or sitting with Product working out how to automate something you'd rather not be doing by hand. It's not a technical role in the traditional sense, but you do need to be comfortable with data - moving through spreadsheets easily, reading structured reports without much hand-holding, and digging in deep enough to spot a problem before a client does.\nYou'll own a portfolio of managers end-to-end, working closely with sales, product, technology and the rest of Customer Success. As automation takes on more of the manual work, the role will grow into more client support, onboarding and direct relationship management. We're looking for someone who's curious about data and takes initiative without being asked. If that sounds like you, keep reading.\n\nWhat You'll Own\nA portfolio of manager relationships end-to-end - from first introduction through ongoing reporting - building long-term partnerships and securing timely, complete data.\nData quality and coverage against clear KPIs (timeliness, completeness, accuracy), using exception reports to find and fix root causes.\nOnboarding of new managers and funds from first call through their first reporting cycle, working with internal data analysts to hit SLAs.\nEscalations when reporting breaks down - diagnosing the cause, owning the conversation with the manager, and driving it to resolution.\nRecurring analysis of coverage gaps across the fund universe, with written recommendations to Product on automation opportunities.\nPartnership with the wider Customer Success team on onboarding stats, sales-trial coverage checks and client deadlines, plus documentation that helps the function scale - and over time, an expanding remit into client support and relationship management as automation takes on more of the manual work.\nWho You Are\nYou spot problems and fix them proactively - manual work is an opportunity to improve, not a status quo to accept.\nYou think analytically; chasing down why a fund's data is late or incomplete is interesting to you, not tedious.• You hold external counterparts - GPs, fund managers, ops teams - accountable to commitments, with professionalism and credibility.\nYou juggle a high volume of priorities without dropping detail, and follow through with discipline.\nYou're a clear communicator, equally comfortable in client conversations, analytical work and cross-functional discussions - and you bring a builder's mindset to a growing, evolving business.\nSkills and Qualifications\nBachelor's degree required; advanced degree desirable.\nSolid understanding of the alternative investments industry and a real interest in investment data.\nExperience in investor relations, project management, fund operations or data-adjacent roles is a strong plus.\nCFA, CAIA, or a Master's in Finance (or equivalent) is beneficial.\nStrong organizational and time-management skills - you'll be juggling a high volume of relationships, calls and deadlines.\nExcellent collaboration skills across diverse, cross-functional teams.\nWhy Allocator\nYou'll have direct, visible impact on a function that drives the company's growth. You'll work closely with product and senior leadership, and you'll have room to take on the kind of pro-active projects that grow into bigger roles - whether that's leading manager coverage, deepening client relationships across the Customer Success function, or shaping the\nnext generation of Allocator's data and customer experience.\nIf you're ready to start a conversation about how you might contribute to Allocator, send us your CV.\nAllocator appreciates and respects diversity. We are an equal opportunity employer.","description_format":"text","description_chars":5267,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance","Financial Data & Market Intelligence"],"lifecycle":[{"event":"open","at":"2026-11-05T17:59:48Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":30,"reasons":["conf:0","win:early"],"computed_at":"2026-11-07T05:47:08Z"},"pay":null,"html_url":"https://alion.io/job/allocator-one-customer-success-associate","json_url":"https://alion.io/job/allocator-one-customer-success-associate.json","meta":{"generated_at":"2026-11-07T07:39:44Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3071,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-08T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":669881},"rest":"https://alion.io/mcp/rest/get_company?id=669881"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fallocator-one-customer-success-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fallocator-one-customer-success-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fallocator-one-customer-success-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/allocator-one-customer-success-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fallocator-one-customer-success-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3824298}},{"tool":"search_jobs","arguments":{"company":"allocator.one","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3824298},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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