At DiligenceVault, we’re making diligence possible for all. We have built a technology to streamline the manually intensive diligence process and unlock the data within documents in an industry managing over $100 Trillion in assets. We have built a network of over 28,000 platform users at over 6,000 firms in over 90 countries. We have experienced a wonderful period of growth as the direct result of increased efficiency and productivity. To continue on this trajectory, we are looking for exceptional talent from across disciplines and industries to shape the future of due diligence and improve the lives of our clients and users in a meaningful way. Responsibilities: Work with the development and project management team to ensure requirements are achievable and in line with best practices and project scope Building product FAQs, and videos and working with the engineering team for deliverables Industry Research - on competitors/products and give weekly/bi-monthly presentations to the team Define effective feedback mechanisms to drive continuous and iterative product development lifecycles Validate requirements against deliverables Deliver walk-through for clients and answer questions on requirements for internal development and QA team members Take part in product ideation and provide feedback and recommendations to the client for new opportunities, features, or products Serve as a product expert for any internal or external questions about the product Take ownership of the quality of deliverables and validate requirements with clients in UAT Analyze and map data from disparate sources and formats to guide design and development and empower experiences Identify opportunity areas in discussions with sales/clients, own a product roadmap and design product features to address these areas Requirements: Experience with product & API integration is a plus. Must have application development/ coding/ design experience for 3 years B. Tech in IT/Computer Science preferred Self-starter with a passion for independent, creative problem-solving, strong ownership, high commitment, and strong business judgment Detailed Oriented, Adaptable, and taking ownership are key attributes we are looking for MBA desirable(not mandatory) Experience in building products involving CRM, VDR, Due diligence platforms, and investment management space is valuable (not mandatory) Other Skills/personality fit: Research/Detail-oriented, Hands-on, Strong focus on execution of tasks, High Energy, Team & amp; Client-focused Powered by JazzHR BeKgMJQiAJ Show more Show less
- Remote (India) Experience: 2 to 4 years Immediate joiners preferred Industry: B2B SaaS About DiligenceVault DiligenceVault is a fast-growing, cloud-based SaaS platform reshaping how investment firms manage due diligence. Trusted by over 50,000 users worldwide, our platform connects institutional investors, asset managers, and consultants across public and private markets—streamlining data collection, workflows, and collaboration. We are backed by Goldman Sachs and built by a global, high-performing team. With offices in the US, India, and Europe, we bring together a passionate group of professionals solving real-world challenges in investment workflows. What You’ll Do As part of the global marketing team , you will support and execute cross-channel digital marketing campaigns with a focus on performance, content, and SEO . You’ll work closely with the sales and product teams to drive engagement and visibility across the US, EMEA, and APAC regions. You will: Support and optimize paid campaigns across Google, LinkedIn, and other platforms Lead SEO initiatives — from keyword research and content audits to on-page optimization Own website and blog updates using WordPress, ensuring performance and user experience Monitor and report performance of campaigns and website using tools like Google Analytics Assist in creating and updating marketing assets — whitepapers, newsletters, decks, banners, landing pages, case studies, and social media creatives Collaborate with our global team to align marketing with messaging and go-to-market goals What You Bring 2 to 4 years of experience in B2B marketing — SaaS, fintech, or digital-first companies preferred Hands-on experience with SEO and/or paid digital marketing campaigns Strong understanding of digital tools — WordPress, Google Analytics, Google Ads, LinkedIn Ads, basic HTML/CSS is a plus Experience using a CRM or marketing automation platform (HubSpot preferred) Analytical mindset — comfortable interpreting data and optimizing based on performance Excellent written and verbal communication skills Proven ability to work independently and manage multiple projects simultaneously A high sense of ownership, attention to detail, and a bias toward action Comfortable working across time zones and teams Why Join DiligenceVault Work at a high-growth global SaaS company serving the investment industry Collaborate with a smart, driven, and globally distributed team Take ownership of projects that have real visibility and business impact Enjoy a flexible, remote-first culture with opportunity to grow Learn from experienced marketers, product managers, and leadership across regions Sound Like You? We’re actively interviewing for this role — so if you’re ready to make an impact in a global B2B marketing team, and are available to join immediately or within a short notice period, we’d love to hear from you! Powered by JazzHR XvDXBENYNl
Position : Client Success Manager Location : India (Remote) Time : 2 PM - 11 PM At DiligenceVault, we’re the leading technology platform and industry network to streamline and digitize the manually intensive diligence process. We have experienced a wonderful period of growth as the direct result of increased efficiency and productivity for our network of over 70,000 platform users at over 15,000 firms in over 100 countries. To continue on this trajectory, we are looking for exceptional talent from across disciplines and industries to shape the future of due diligence and improve the lives of our clients and users in a meaningful way. About The Role We are seeking an experienced Client Success Manager to support our client and user base through best in class user experience and implementation partnership. The ideal candidate is a self-starter with a passion for client success, technology, and B2B client channels. Responsibilities In The Vault Manage day-to-day communications with clients Partner with Product and Engineering teams on client implementations and in relaying client suggestions and feedback Oversee the onboarding of new accounts & ensure smooth and successful implementation Proactively anticipate client issues by identifying patterns and common concerns Prioritize and troubleshoot issues as they arise, performing basic root cause analysis and driving resolution Own the renewal process and collaborate with the Account Management team on upsell opportunities Demonstrate a willingness to learn the DiligenceVault platform and become a subject matter expert on its functionalities Conduct client webinars and user training sessions, showcasing platform functionality in a clear, efficient, and engaging manner Help develop and maintain the company’s knowledge base and product updates Liaise between Sales and Product teams to support the delivery of new modules and functionalities Serve as the client’s main point of contact and work collaboratively with the Global Client Success team to ensure strong cross-functional coordination across Sales, Marketing, and Product teams Requirements 3 to 7 years of hands-on experience within Client Services at a B2B technology product company is a MUST (self-service software experience will also be considered) Bachelor’s degree or equivalent in Business, Marketing, Communications, or relevant discipline Strong client-interaction and communication skills – including the ability to react to client issues, assess and address them in a timely manner Experience working with asset managers / institutional investors is a strong plus Willingness and desire to solve problems efficiently and effectively You consider yourself to be a problem solver Process-oriented, including issue tracking and incident management Independent self-starter willing to propose game-changing ideas Ability to succeed in a remote team environment and a global team API and some client-certification experience Competitive drive, positive attitude, incredible work ethic, and attention to details Ability to run basic SQL queries to extract data and generate reports Creativity - can turn client ideas/proposals into reality or the ability to visualize the final product Comfortable giving training presentations to groups of any size Familiarity with CRM (HubSpot), Project Management tools (JIRA), and Client Service systems (Zendesk) Experience with supporting, testing, or developing web UIs is a big plus Additional languages (Chinese, Japanese, Korean) is a strong plus Benefits All the latest Tech-Stack you need to succeed Medical Insurance Coverage Wellness Reimbursement Training Reimbursement Flexible Paid Time Off Policy Work From Home Team Offsites Reward & Recognition Program Diligence Vault India Pvt. Ltd. is an Equal Opportunity Employer. Diligence Vault India Pvt. Ltd. does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need Powered by JazzHR STAcLozYFW
Position : Client Support Associate Location : India (Remote) Early Morning IST Shift: 5:00/5:30 AM – 2:00/2:30 PM IST and Flexible to align with US EST Hours when required: 5:30/6:00 PM – 2:30/3:00 AM IST At DiligenceVault , we’re the leading technology platform and industry network to streamline and digitize the manually intensive diligence process. We have experienced a wonderful period of growth as the direct result of increased efficiency and productivity for our network of over 50,000 platform users at over 13,000 firms in over 100 countries. To continue on this trajectory, we are looking for exceptional talent from across disciplines and industries to shape the future of due diligence and improve the lives of our clients and users in a meaningful way. About The Role We are seeking a Client Support Associate to deliver exceptional support experiences to our global clients. This is a critical, client-facing role where you will act as the first line of support for asset managers, institutional investors, and other financial professionals using the DiligenceVault platform. This is not a BPO or customer care role — we are looking for candidates with hands-on experience in B2B SaaS product companies, who are technically sound, client-centric, strong problem solving skills and fluent communication Key Responsibilities Be the first point of contact for global clients, managing support tickets and live calls Troubleshoot platform-related issues, integrations, and resolve queries with accuracy and speed Conduct product training sessions, and webinars to drive adoption Collaborate with Product & Engineering teams to escalate issues and share client feedback Document product FAQs, knowledge base articles, and troubleshooting guides Perform incident tracking, root cause analysis, and ensure timely resolution Become a DiligenceVault platform expert and guide clients in best practices. Requirements 2+ years of experience in Client Support at a B2B SaaS product company (mandatory) Excellent English communication skills (verbal & written) with proven ability to handle global client calls Strong technical skills in troubleshooting and integrations Experience conducting client-facing webinars, and training sessions Process-oriented with hands-on experience in incident management and resolution tracking Ability to work independently in a fast-paced startup environment and collaborate with a distributed global team Flexibility and commitment to work in EST time zone Experience supporting asset managers or institutional investors is a strong plus. Why Join DiligenceVault? Work with a truly global team Contribute to scaling our B2B SaaS platform in the investment management industry All the latest Tech-Stack you need to succeed Medical Insurance Coverage Wellness Reimbursement Training Reimbursement Generous Paid Time Off Policy Work From Home Global Team Offsites Reward & Recognition Program Powered by JazzHR vUKLoVxGsF