---
title: 'Sr. Analyst, Client Success at Gridline'
canonical: 'https://feeny.ai/job/sr-analyst-client-success-gridline-manila-zd88accpasaa'
type: 'job'
last_seen: '2026-09-15'
---

# Sr. Analyst, Client Success at Gridline

- **Company:** Gridline
- **Location:** Manila, Philippines
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-01
- **Last confirmed live:** 2026-09-15
- **Apply:** https://jobs.lever.co/gridline/acacaa0c-efeb-4c88-a72c-c9615ae54a7b

## Job description

## About Us

Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place.

Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18.5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge?

The Opportunity: As a Sr. Analyst, Client Success, you will handle day-to-day account support including remediations, complex process corrections, and ad-hoc client requests within our alternative investments portfolio. Reporting to the Sr. Associate, Fund Ops, you will serve as a core operational touchpoint, driving issue resolution, maintaining data integrity, and partnering across internal teams to deliver high-quality support for alternative investment products. This is an amazing opportunity to join both our core Operations group and our Philippines team in their foundational stages, playing a pivotal role in shaping our global operations and culture from day one.

In this role you will...

- Manage Investor Data & Profiles: Lead end-to-end data gathering, validation, and profile creation in core systems including researching client details, identifying missing or inconsistent information, and proactively following up to maintain complete and accurate investor records.
- Execute KYC & AML Onboarding: Perform critical KYC/AML verification checks (including CDD/EDD, entity documentation, and risk assessments) during investor onboarding and ongoing profile maintenance, ensuring compliance without compromising the client experience.
- Manage Ad-Hoc Requests: Process complex, time-sensitive client and transaction requests across alternative investment products (e.g., private equity, real estate), including performing callback verifications, bank account checks, and wire confirmations for disbursements.
- Drive Remediations & Issue Resolution: Execute end-to-end account and data remediations, resolving operational bottlenecks and identifying root causes to prevent recurring exceptions across the investor portfolio.
- Collaborate Cross-Functionally: Partner closely with Fund Ops, Fund Controlling, Product Onboarding & Delivery, Sales, and Compliance teams to streamline service delivery and escalate operational risk or exceptions promptly.
- Optimize Processes: Leverage modern operational tools (such as HubSpot and ClickUp) to triage incoming workflows, refine desktop procedures, and implement process improvements that increase service efficiency.

You have...

- 3+ Years of Relevant Experience: Proven track record in financial services operations, client support, or middle-office roles.
- Alternative Investments Exposure: Solid understanding of alts, private wealth, or complex commercial financial products.
- Clear Communication: Exceptional written and verbal English communication skills for seamless daily interaction with global stakeholders.
- AI: The willingness and ability to leverage AI tools and platforms to optimize operational workflows.

We offer... Impact: The opportunity to join a Series A fintech at a high-growth inflection point. Mission-Driven Work: The ability to revolutionize the private markets space and build the industry’s infrastructure layer. Elite Collaboration: A tight-knit team of experienced operators and builders who are passionate about scaling startups. Ownership: A high-autonomy environment where you are encouraged to take ownership and solve complex problems. Full Suite of Benefits: Competitive salary, night differential pay, remote setup stipend, and robust medical coverage.

Gridline, in partnership with Rippling as our Employer of Record (EOR), is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on merit, skills, and qualifications. We strictly prohibit discrimination or harassment on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, age, national origin, marital status, pregnancy, solo parent status, physical or mental disability, or any other characteristic protected under the Labor Code of the Philippines and applicable national laws.

## About Gridline

## Company Overview
- **One-liner**: Gridline provides a turnkey alternatives management platform (TAMP) that digitizes and unifies the entire private markets investment lifecycle for wealth managers.
- **Entity Type**: Private (Series A)
- **Headquarters**: Atlanta, Georgia, USA
- **Founded**: 2020
- **Founders**: Logan Henderson (CEO) and Peter Bilali (CPO)

## Core Business
- Primary industry: Financial technology (Fintech) / Alternative Investment Management
- Target customers: B2B – RIAs, family offices, private banks, and asset managers
- Mission: "To redefine how private markets operate, making them faster, smarter, and more accessible." [gridline.co](https://gridline.co/about/)

## Products & Services
- **Gridline Platform (TAMP)**: A unified SaaS platform covering the full private markets lifecycle – diligence, portfolio planning, fund construction (custom funds, feeders, SPVs), administration, portfolio management, reporting, and compliance. Includes AI-driven tools for smarter decision-making and automated workflows. [gridline.co](https://gridline.co/)
- **AltComply**: AI-powered compliance and diligence module to automate regulatory and admin workflows. [gridline.co](https://gridline.co/about/)

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total Funding – $34.24M raised (Series A of $18.5M led by FINTOP in early 2026, plus prior rounds). [cbinsights.com](https://www.cbinsights.com/company/gridline)
- **Notable Investors/Partners**: FINTOP Capital (lead Series A)
- **Growth Signals**: Headcount of 30 employees (10 in product+tech) as of mid-2026; actively hiring for Sales, Engineering, and Marketing roles. [builtin.com](https://builtin.com/company/gridline)

## Competitive Advantages
- **Ledger-native system of record**: Tracks every investment down to the transaction layer, providing a single source of truth across the fragmented alternatives ecosystem.
- **End-to-end lifecycle coverage**: Replaces multiple point solutions (fund formation, admin, reporting, compliance) with one unified platform.
- **Deep domain expertise**: Founding team combines experience from enterprise SaaS (BetterCloud, Salesfusion) and alternative investments (CAIS, Mizuho).

## Strategic Focus
- Scale distribution through RIA partnerships and wealth management platforms.
- Continue building AI capabilities (e.g., AltComply) to automate compliance and diligence.
- Expand platform to support larger asset managers and private banks.

## Why Work Here
- **Culture**: Mission-driven team redefining private markets infrastructure; described as fast-paced and transparent. [builtin.com](https://builtin.com/company/gridline)
- **Work Policy**: Hybrid in Atlanta (Tuesday–Thursday in office, Monday/Friday remote). Fully remote options available for select roles. Office at 10 10th Street NW, Atlanta. [builtin.com](https://builtin.com/company/gridline)
- **Perks**: Company equity, home-office stipend for remote employees, mean gender pay gap below 10%, mandated unconscious bias training. [builtin.com](https://builtin.com/company/gridline)
- **Engineering Culture**: Small, high-impact team (10 product+tech) building institutional-grade infrastructure; lead by Director of Engineering Richard Klamrzynski (ex-Live Nation). [gridline.co](https://gridline.co/about/)

## Sources
1. [gridline.co](https://gridline.co/) – Company homepage and product overview
2. [gridline.co/about](https://gridline.co/about/) – Mission, team, and leadership details
3. [jobs.lever.co/gridline](https://jobs.lever.co/gridline) – Active job openings and location details
4. [builtin.com/company/gridline](https://builtin.com/company/gridline) – Employee count, perks, culture, and hybrid policy
5. [cbinsights.com/company/gridline](https://www.cbinsights.com/company/gridline) – Funding, stage, and total raised

## Other roles at Gridline

- [Sr. Account Executive (SaaS Sales)](https://feeny.ai/job/sr-account-executive-saas-sales-gridline-atlanta-vgxnm06bdvwq) — Atlanta, GA
- [Sr. Analyst, Fund Operations](https://feeny.ai/job/sr-analyst-fund-operations-gridline-manila-dgrvwfck0pb1) — Manila, Philippines
- [Director of Marketing](https://feeny.ai/job/director-of-marketing-gridline-atlanta-ptvhgaj6snhw) — Atlanta, GA
- [Software Engineer (Backend)](https://feeny.ai/job/software-engineer-backend-gridline-atlanta-15x92v12fcmv) — Atlanta, GA