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Client Success Lead (Senior Analyst or Associate), Private Equity
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POSITION SUMMARY
The Client Success Lead, Private Equity (PE) will be a key strategic team member for select Managed/Growth clients within PE. This role will be a strategic thought partner to Consultant “Client Leads” across three to five strategic accounts to help identify opportunities for business development and drive an exemplary and consistent client experience across the portfolio of work being done. Success in this role will better enable account teams to focus on delivering exceptional client service, while staying aligned and informed as part of increasingly complex coverage efforts. By managing the rhythm of business, such as quarterly business reviews, internal account updates for aligned Spencer Stuart teams, and news communications, the Client Success Lead ensures that leadership and stakeholders are consistently informed and aligned on all account activity. The role also supports compliance with internal processes and client requirements, while proactively identifying and resolving operational risks.
In addition to overseeing core account operations, the Client Success Lead is responsible for driving regular client communications, maintaining Quest data accuracy, and facilitating consistent internal communications across the dedicated account team. Lastly, this individual will partner closely with Private Equity’s Strategic Account Manager and broader leadership to develop, implement, and execute best-in-class account management processes across the practice. This includes, but is not limited to, serving as a thought partner on account plans, process improvement/systems implementations for Client Leads, driving BD execution and identifying areas of opportunity, learning and development programs for new Client Leads, and broader collaboration initiatives for our Client Lead cohort.
Success in this role is measured both quantitatively and qualitatively. Quantitatively, financial performance, market penetration (regionally, by industry, functionally, by service line), CSS Scores, and win/loss rate will be consistently measured. Qualitatively, this individual is expected to streamline workflows, enhance collaboration across teams, and deliver timely, actionable insights that support business development and client engagement. This role is designed to elevate the operational excellence of Spencer Stuart’s most strategic accounts, ensuring they are well-positioned for growth, efficiency, and long-term success.
KEY RELATIONSHIPS
Reports to
- Practice Manager, Strategy and Operations
- Strategic Accounts Manager
Partners closely with
- Global Private Equity Client Leads
Other key relationships
- Global Private Equity Practice Analysts, Associates, and Consultants
Position location: Global remit, with alignment to a home-office ideally in New York City
KEY RESPONSIBILITIES
- Strategic Account Leadership: Partner with designated client leads to develop and execute short-, medium-, and long-term strategic account plans for Managed and Growth accounts, ensuring alignment with broader Private Equity (PE) practice goals.
- Client Development & Business Growth: Act as a strategic thought partner to identify and pursue business development opportunities. Leverage internal connectivity to expand into new sectors, business lines, and regions to increase share of wallet, and drive top-line growth.
- Cross-Functional Coordination: Serve as a central point of coordination across internal teams to ensure transparent communication on client activity, business development efforts, and competitive intelligence.
- Performance Tracking: Build and deliver quarterly reporting for each strategic account and track overall outcomes of the strategic account program.
- Contribute to the broader PE strategic account agenda through template creation, agenda setting, technology enhancements, and investment planning.
- Knowledge Sharing: Develop and disseminate a “playbook” of best practices for account expansion and client management. Share templates and tools across the PE practice to support broader adoption.
- Monitoring and Insight: Work closely with the PE analyst team to monitor deal activity and exits, supporting both business development and search execution.
- Execution Support: Coordinate with Strategy & Operations, Associates, and Analysts to fulfill data and deliverable needs, including pitch materials, assignment lists, and market insights.
- Tailored Account Management: For select strategic accounts (3–5), provide tailored support including:
- Research and benchmarking against market activity and peer clients.
- Financial reporting and metric tracking for internal and external use.
- Development of strategic materials such as QBRs, one-pagers, internal reviews, and bespoke trackers.
- Execution of creative and high-impact projects to address client-specific needs (e.g., custom portals, data benchmarking).
- Participation in complex, multi-stage client initiatives as needed.
IDEAL CANDIDATE
Successful candidates will be self-directed, independent, and able to proactively address the needs of our Private Equity business. They must be able to work in a fast-paced, quick-turn work environment, and demonstrate a passion and ability for strategic commercial thinking to deliver the highest caliber service within a highly demanding environment. In addition, they must collaborate effectively with a wide range of global, internal and external stakeholders to expand existing client relationships and create new relationships. They will be graceful under pressure, enjoy fast-paced environments, and be excellent multitaskers with an ownership mindset and results orientation.
Successful candidates will be self-directed, independent, and able to proactively address the needs of our Private Equity business. They must be able to work in a fast-paced, quick-turn work environment, and demonstrate a passion and ability for strategic commercial thinking to deliver the highest caliber service within a highly demanding environment. In addition, they must collaborate effectively with a wide range of global, internal and external stakeholders to expand existing client relationships and create new relationships. They will be graceful under pressure, enjoy fast-paced environments, and be excellent multitaskers with an ownership mindset and results orientation.
Specific experience should include:
- 1-3+ years of professional services experience, with at least one year of client-facing experience.
- Understanding of and interest in the Private Markets and/or Private Equity landscape is strongly preferred.
- Strong project management and operational ability with exemplary detail-orientation.
- Ability to work across global stakeholders internally and externally with clarity, transparency, and understanding of dynamics.
- Balance of action-orientation, efficiency, and commitment to quality.
- Excellent communication skills and credibility with senior executives and colleagues.
- In possession of permanent U.S. work authorization.
The base compensation range for this position is $80k-$110k per year. The actual base compensation offered within this range will be dependent on the individual’s skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program.
Spencer Stuart also offers a competitive benefits package, which includes:
- Retirement savings plan with discretionary profit sharing contribution and employer match;
- PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable;
- Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account;
- Life Insurance, and short-term and long-term disability insurance;
- Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and
- Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage.
Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.
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