- Join a fast-growing AI SaaS - Financial Institution
- Strong career growth and earning potential
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.
Job 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.
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.
- Annual salary between HKD 480,000 and HKD1,400,000.
- Generous annual leave entitlements.
- Opportunity to work in the AI industry
Job ID JN-072026-7070453
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