About the role
Build strong relationships with existing clients, helping them successfully adopt and maximize the value of the company's AI-powered platform. Drive customer satisfaction, retention, renewals, and growth through proactive account management and ongoing support.
Client Details
Our client is a rapidly growing AI-powered financial technology company that provides cutting-edge research and productivity solutions for institutional investors. Its flagship platform is widely used by leading asset managers and investment professionals, helping them improve research efficiency, decision-making, and workflow productivity.
Description
As a Customer Success Manager, your main responsibilities will include:
- Manage and develop relationships with existing clients to drive product adoption and engagement.
- Deliver onboarding, product training, and ongoing support to ensure a positive customer experience.
- Maintain regular communication with clients, gather feedback, and collaborate with internal teams to enhance product value.
- Monitor customer usage and satisfaction, proactively addressing issues and increasing account activity.
- Drive client renewals and identify upselling opportunities to support revenue growth.
- Partner with cross-functional teams to resolve client concerns and improve retention outcomes.
Profile
A successful Customer Success Manager should have:
- Bachelor's degree in Finance, Marketing, Business Administration, or a related discipline.
- 3-8 years of experience in Customer Success, Account Management, or a client-facing role.
- Previous exposure to SaaS, FinTech, financial services, asset management, or securities industries is highly preferred.
- Strong communication and stakeholder management skills with a customer-centric mindset.
- Analytical and results-driven, with proficiency in Excel and CRM systems.
- A proactive team player who can collaborate effectively across functions and drive client success.
Job Offer
- Annual salary between HKD 480,000 and HKD1,400,000.
- Generous annual leave entitlements.
- Opportunity to work in the AI industry
If you are interested in this Customer Success Manager role, we encourage you to apply.
To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Anthea Cheung +85225306121.
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