Customer Success Business Analyst
Makofintech
About this role
Mako is a leading fintech firm seeking a Customer Success Business Analyst to engage with clients, analyze and document technical requirements, and collaborate with internal teams to facilitate successful project delivery. The role involves understanding client needs, translating them into detailed requirements, and ensuring effective communication across teams.
Skills
Qualifications
About Makofintech
makofintech.comMako Fintech is a workflow automation platform built specifically for the wealth management industry. It digitizes client onboarding, automates investor administration and client engagement (reducing admin time by up to 90%), and supports custom form upload to simplify compliance. Mako serves portfolio managers, fund managers, investment dealers and financial institutions, and integrates with industry partners to streamline operations. Firms choose Mako for purpose-built workflows that improve the client experience while making regulatory and operational processes easier to manage.
About Makofintech
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Makofintech.
Salary
$86k – $115k
per year