Client Services Representative, Datasite
Ansarada
$51.6-85.3k
Virtual data rooms for M&A dealmaking
Be an early applicant
Virtual data rooms for M&A dealmaking
1001+ employees
Be an early applicant
$51.6-85.3k
1001+ employees
Company mission
To empower the dealmaking community to work smarter and faster.
Role
Who you are
- Proven experience in a customer-facing or client services role, ideally in a tech or SaaS environment. Comfortable navigating digital platforms and tools including MS Suite, Slack, Teams, Jira, CRMs, and Mac. Adaptable and quick to learn in a fast-moving product environment. Available to work a roster of shifts between 9:00 am and 7:00 pm Mon–Fri, with rotating weekend shifts
- You use LLMs (ChatGPT, Claude, Gemini) daily — To support how you champion our customers’ experience, drafting feedback, responses and raising gaps for further efficiencies
- You know where AI makes you sharper — and where your empathy, instincts, and human touch still win
- You share what works and you’re always looking for what’s next
- Customer-obsessed — every interaction is an opportunity to make a meaningful impact
- Curious and solutions-oriented — you view obstacles as opportunities to innovate and improve
- AI-curious by default — always looking for a faster, smarter way to serve customers
- Strong communicator — clear, empathetic, and confident across written and verbal channels
- Fast learner who shares the wins (and the lessons)
What the job involves
- Success in this role looks like:
- Resolution → customer issues resolved faster and with fewer escalations
- Adoption → customers onboarded and actively getting value from the platform
- Expansion → upsell opportunities identified and converted through proactive engagement
- Insight → structured, pattern-backed feedback reaching Product and Sales
- Elevate service standards in every interaction - walk into any conversation with the knowledge and context to support our customers
- Proactively address technical inquiries and challenges, serving as a trusted advisor on Ansarada’s suite of products
- Communicate with clarity and empathy, building rapport and trust through active listening and genuine care
- Onboard and educate new users through personalised guidance and training on the Ansarada platform
- Identify opportunities for customer expansion and upsell — with AI surfacing the right signals at the right time
- Spot and share remarkable customer stories that celebrate success across the broader business
- Provide closed-loop feedback between Product, Sales, and Marketing - with LLMs helping you summarise themes and surface patterns from customer conversations
- Collaborate cross-functionally to drive continuous improvement in customer experience and platform value
- Share what’s working — your AI workflows, your resolution playbooks, your onboarding wins
- We’re not looking for someone who’s planning to try AI one day. We’re hiring someone who makes complex issues simple, who can serve as an escalation point alongside Ai. Somebody who wants to keep building that edge in a role where every interaction counts
- This is a client services role at the heart of the customer experience — supporting users through onboarding, complex queries, and day-to-day platform use across the Americas. You’ll be the expert customers turn to when the stakes are high, and alongside AI you’ll show up better prepared, every time
- You don’t just resolve issues. You prevent them
- Client Services used to be about manually supporting customers with time consuming tasks or fixing all the problems small or large, complex or simple. In this team, AI handles that layer — so you spend your time on the conversations, relationships, and proactive moments that actually drive customer success
- Customer prep: walk into every interaction already informed
- Before every customer interaction, Ai Annie our friendly CS agent, has already got an understanding of the issue, highlighted simple solutions and can escalate to you with all of the necessary information
- Issue resolution: faster answers, fewer escalations
- Use AI to quickly surface relevant product knowledge, draft clear and accurate responses, and identify the fastest path to resolution — so customers spend less time waiting and more time succeeding
- Onboarding and training: personalised guidance at scale
- With Ai acting as our reactive agent, your time is freed up to provide tailored onboarding, with a consultative approach - not just showing the features but influencing customers to get the most value from our features
- Feedback synthesis: turn conversations into product insight
- LLMs help you synthesise themes across customer conversations and support tickets — so the feedback you share with Product and Sales is clear, structured, and backed by patterns, not anecdotes
Our take
As M&A deals continue to increase in both size and frequency, key stakeholders have been actively seeking tools to streamline their work. Datasite emerges as a solution. Having transitioned from its original focus on communications, the company now offers a suite of SaaS products tailored for M&A professionals, serving approximately 75% of the leading legal firms in the field.
Leveraging its extensive industry experience, Datasite has successfully transformed into a more contemporary business entity. It has also introduced highly acclaimed AI-powered technology to assist in deal preparation, asset marketing, and facilitating buy-side acquisitions.
With significant global expansion and strategic acquisitions, Datasite remains committed to enhancing its platform capabilities. Notably, in March 2023, it unveiled Datasite Cloud, specifically designed to streamline every aspect of the dealmaking process within a unified platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Company benefits
- Culture and benefits built around work-life balance
- Extensive resources to support physical and mental health
- Employee assistance program
- Generous retirement plans
- Incentives for referring new colleagues
- Learning, training and mentoring programs
- Cross-functional projects
- Stretch assignments to help you progress
- Receive feedback and earn bonuses from peers & managers
- Employee bonding activities
- ESG and charitable team initiatives
Company HQ
Downtown West, Minneapolis, MN
Leadership
Rusty Wiley
(CEO & President)Before joining Datasite, Rusty held various executive roles at IBM Corporation, most recently, as General Manager, Banking & Financial Markets. Upon joining Datasite in 2014, Rusty led the successful transformation from a communications and print-related business into a global M&A SaaS technology company.
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